Wealth Driven Financial

Strategy • Protection • Growth • Freedom

Privacy Policy

Wealth Driven Financial ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, request a quote, or communicate with us, including through our SMS text messaging program.

1. Information We Collect

When you submit a form, request a quote, or opt in to receive communications from us, we may collect:

• Contact information such as your name, email address, and phone number
• Information you provide about your insurance and financial needs
• Consent records documenting how and when you agreed to be contacted
• Records of messages sent and received, including responses such as "STOP" or "HELP"
• Basic website usage data collected through standard analytics

2. How We Use Your Information

We use the information we collect to:

• Respond to your quote requests and inquiries
• Contact you by phone, email, or text message regarding your request
• Send appointment confirmations, reminders, and customer care messages
• Provide the insurance and financial services you have requested
• Comply with legal and regulatory obligations

3. SMS Text Messaging & Mobile Information

When you opt in to receive text messages from Wealth Driven Financial, we collect and use your mobile phone number solely to deliver the messages you have requested, such as quote follow-ups, appointment confirmations, and reminders. Your consent to receive text messages is never a condition of purchase.

Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP to any message, or reply HELP for assistance.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to help it function properly, understand how visitors use our site, and improve our services.

• Essential cookies: required for the website and forms to function correctly.
• Analytics cookies: help us understand website traffic and visitor behavior, such as which pages are viewed and how visitors arrived at our site.
• Advertising and conversion tracking: used to measure the performance of our advertising, including tools such as the Meta (Facebook) Pixel, which may track actions such as form submissions.

You can control or disable cookies through your browser settings. Disabling cookies may affect how our website functions. We do not use cookies or tracking technologies to sell your personal information.

5. Data Sharing and Disclosure

Wealth Driven Financial does not sell, rent, or lease your personal information to third parties. We do not share your information for lead generation or third-party marketing purposes.

We may share limited information only with trusted service providers who help us operate our business and deliver our services (such as CRM, messaging, and scheduling providers), and only to the extent necessary to perform those services on our behalf, under obligations of confidentiality. We may also disclose information where required by law.

6. Security of Your Information

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your Choices and Rights

• You may opt out of text messages at any time by replying STOP.
• You may request that we correct or delete your personal information by contacting us.
• You may unsubscribe from email communications using the link in any email.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

Wealth Driven Financial
Email: [email protected]
Phone: (786) 987-5856
Website: www.wealthdrivenfinancial.com