Privacy Policy
1. Privacy Policy Overview
Clear Vision Financial LLC is committed to protecting your privacy. This Privacy Policy explains:
What information we collect
How we use your information
How we handle SMS opt-in consent
Our cookie and tracking practices
How we secure and manage your data
Your rights regarding your information
How mobile information is handled
By using our website or services, you agree to the practices described in this policy.
2. What Information We Collect
We may collect the following categories of information:
Personal Information
First and last name
Email address
Phone number
Mailing address
Business information (if applicable)
Technical & Usage Information
IP address
Browser type
Device type
Operating system
Pages visited and time spent on our website
Referral source
Communication Data
Information provided when you fill out forms
Responses to SMS messages or emails
Call recordings (if applicable and disclosed)
3. How We Use Your Information
We use collected information to:
Provide and manage our financial services
Respond to inquiries and customer service requests
Schedule consultations or appointments
Send service updates and important notifications
Improve website functionality and performance
Comply with legal and regulatory obligations
We do not sell your personal information.
4. SMS Opt-In & Communication Details
When you provide your phone number and consent to receive SMS messages:
You agree to receive appointment reminders, service updates, and promotional messages from Clear Vision Financial LLC.
Message frequency may vary.
Message and data rates may apply.
You may opt out at any time by replying STOP.
For assistance, reply HELP or contact us directly.
SMS consent is not shared with third parties for marketing purposes.
We comply with applicable regulations including TCPA and CAN-SPAM.
5. Cookie & Tracking Practices
We use cookies and similar tracking technologies to:
Enhance website functionality
Analyze website traffic and user behavior
Improve user experience
Support marketing and advertising efforts
You may disable cookies through your browser settings; however, some website features may not function properly without them.
6. Data Security & Handling
We implement appropriate administrative, technical, and physical safeguards to protect your personal information.
These measures include:
Secure data storage systems
Restricted access to sensitive data
Encryption where appropriate
Monitoring systems to prevent unauthorized access
While we take reasonable steps to protect your data, no system is completely secure.
7. Sharing of Information
We may share your information only with:
Trusted service providers (CRM systems, hosting providers, SMS platforms, analytics services)
Legal authorities if required by law
All partners are required to maintain confidentiality and protect your data.
We do not sell or rent your personal information.
8. Mobile Information Sharing Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All categories of information exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
9. Your Rights
You have the right to:
Request access to your personal information
Request corrections to inaccurate data
Request deletion of your information where applicable
Withdraw marketing consent at any time
To exercise your rights, please contact us through the contact details provided on our website.
10. Policy Updates
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
Please review this policy regularly to stay informed about how we protect your information.