Privacy Policy
Effective Date: July 7, 2026
Redstone Financial Group (“Redstone Financial Group,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, schedule appointments, or communicate with us.
Information We Collect
We may collect information including:
Name
Email address
Mobile and telephone numbers
Mailing address
Appointment information
Information you voluntarily provide through forms, emails, or phone calls
Information required to provide financial planning and insurance services
How We Use Your Information
We use your information to:
Schedule and manage appointments
Provide financial planning, insurance, and consulting services
Respond to inquiries
Send appointment confirmations and reminders
Send scheduling updates and notifications
Comply with legal and regulatory obligations
Improve our website and client experience
SMS Communications
If you provide your mobile phone number and expressly consent to receive text messages, Redstone Financial Group may send SMS messages regarding:
Appointment confirmations
Appointment reminders
Appointment rescheduling
Appointment cancellations
Other service-related communications you have requested
Message frequency varies depending on your appointments and interactions.
Message and data rates may apply.
Reply STOP to unsubscribe.
Reply HELP for assistance.
Consent to receive SMS messages is not required as a condition of purchasing any products or services.
Sharing Your Information
We do not sell, rent, or share your personal information for marketing purposes.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties except service providers necessary to deliver the requested messaging services.
We may share information only when necessary to:
Provide requested services
Comply with legal or regulatory requirements
Protect against fraud or unauthorized activity
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.
While no method of electronic transmission is completely secure, we employ commercially reasonable security measures.
Third-Party Services
We may utilize third-party service providers including:
Zoho Corporation
Zoom Communications
Twilio
Google
Microsoft
These providers maintain their own privacy policies governing their services.
Cookies
Our website may use cookies and similar technologies to improve website functionality and user experience.
You may disable cookies through your browser settings.
Your Rights
You may request to:
Access your personal information
Correct inaccurate information
Request deletion of information where permitted by law
Withdraw consent for SMS communications
Contact Information
Redstone Financial Group
702-475-6363