Privacy Policy
Effective Date: March 31, 2026
Chris Toffey Financial Llc ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
1. Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you:
- Fill out contact forms on our website
- Request information about our financial services
- Subscribe to our newsletters or marketing communications
- Engage with our customer service
This information may include:
- Name and contact information (email address, mailing address)
- Financial information (for service provision)
- Communication preferences
- Any other information you choose to provide
Automatically Collected Information
When you visit our website, we may automatically collect certain information about your device, including:
- IP address
- Browser type and version
- Operating system
- Pages visited and time spent on pages
- Referring website addresses
2. How We Use Your Information
We use the information we collect to:
- Provide, operate, and maintain our financial services
- Respond to your inquiries and provide customer support
- Send you information about our services, updates, and promotional materials (with your consent)
- Improve our website and service offerings
- Comply with legal obligations and protect our legal rights
- Prevent fraud and enhance security
3. How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:
- Service Providers: We may share your information with third-party vendors who perform services on our behalf, such as payment processing, data analysis, email delivery, and hosting services
- Legal Requirements: We may disclose your information if required by law or in response to valid requests by public authorities
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction
Important Notice Regarding Mobile Information:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. SMS & Text Message Communications
If you opt in to receive text messages from Chris Toffey Financial Llc, the following terms apply:
Consent and Opt-In
By providing your mobile phone number and checking the SMS opt-in box on our contact form, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from Chris Toffey Financial Llc about our financial products and services. Messages may be sent using an automated telephone dialing system (ATDS).
Message Frequency and Charges
Message frequency varies. You may receive up to 4 messages per month. Message and data rates may apply depending on your mobile carrier's plan. Check with your carrier for details.
Opt-Out and Help
- To opt out: Reply STOP to any message to unsubscribe from future SMS communications
- For help: Reply HELP for assistance or contact us at chris@christoffeyfinancial.com
Not a Condition of Purchase
Consent to receive SMS messages is NOT a condition of purchase or use of our services. You may opt out at any time without affecting your ability to use our financial services.
Privacy of SMS Data
Your mobile phone number and SMS opt-in consent will not be shared with third parties for their own marketing purposes. We use this information solely to communicate with you about our services.
5. Data Security
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information, including:
- The right to access the personal information we hold about you
- The right to request correction of inaccurate information
- The right to request deletion of your information
- The right to object to or restrict certain types of processing
- The right to withdraw consent for marketing communications
To exercise any of these rights, please contact us at chris@christoffeyfinancial.com.
7. Cookies and Tracking Technologies
We may use cookies and similar tracking technologies to enhance your experience on our website. You can control cookie preferences through your browser settings. Note that disabling cookies may affect website functionality.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.
9. 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, we will take steps to delete it.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
11. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Chris Toffey Financial Llc
Fort Worth, Texas
Email: chris@christoffeyfinancial.com