Privacy Policy

Introduction

TrussPoint Financial ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website trusspointfinancial.com and use our services.

As a financial planning firm, we take the security and confidentiality of your personal and financial information seriously. This policy complies with applicable federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and Texas privacy regulations.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact information (name, email address, phone number, mailing address)
• Financial information (income, assets, investment accounts, insurance policies)
• Demographic information (age, family status, employment information)
• Social Security number or Tax ID (when required for financial planning services)
• Information about your financial goals and risk tolerance

Automatically Collected Information

When you visit our website, we automatically collect:

• IP address and browser type
• Pages visited and time spent on pages
• Referring website addresses
• Device information and operating system
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Provide financial planning and advisory services
• Communicate with you about your accounts and our services
• Process transactions and maintain accurate records
• Comply with legal and regulatory requirements
• Improve our website and services
• Send marketing communications (with your consent)
• Detect and prevent fraud
• Respond to your inquiries and provide customer support

How We Share Your Information

We may share your information with:

• Service Providers: Third-party vendors who assist with our operations (e.g., email services, website hosting, payment processors)
• Financial Institutions: Insurance companies, investment firms, and other financial service providers necessary to implement your financial plan
• Professional Advisors: Attorneys, accountants, or other professionals when necessary for your services
• Regulatory Authorities: Government agencies and regulatory bodies as required by law
• With Your Consent: Other parties when you have given explicit permission

We do not sell your personal information to third parties. We will never share your information for marketing purposes without your explicit consent.

Data Security

We implement appropriate technical and organizational security measures to protect your information, including:

• Encryption of sensitive data in transit and at rest
• Secure data storage and regular backups
• Access controls and authentication requirements
• Regular security assessments and updates
• Employee training on data protection and confidentiality

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. You can control cookie preferences through your browser settings, though disabling cookies may affect website functionality.

We use Google Analytics to understand how visitors use our site. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.

Your Rights and Choices

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications at any time
• Restrict or object to certain processing of your information
• Request a copy of your information in a portable format

To exercise these rights, please contact us at hello@trusspointfinancial.com or (512) 937-5383.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records are typically retained for a minimum of seven years in compliance with regulatory requirements.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Effective Date" at the top. Your continued use of our services after any changes indicates your acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us: