Privacy Policy

Last Updated: May 4, 2026

Trusted Faith Financial Services, also referred to in this Privacy Policy as “Trusted Faith Financial,” “TFF,” “we,” “us,” or “our,” respects your privacy and is committed to protecting the personal information you choose to share with us.

This Privacy Policy explains what information we collect, how we use it, how we may share it, and the choices you have regarding your information.

This Privacy Policy applies to our website, currently published at trustedfaithfinancial.online, and any future or related website domains we may use, including trustedfaithfinancial.com. It also applies when you submit a form, schedule an appointment, communicate with us, request information, or otherwise interact with Trusted Faith Financial Services.

By using our website, submitting information, scheduling an appointment, or communicating with us, you agree to the terms of this Privacy Policy.

1. Who We Are

Company Name: Trusted Faith Financial Services

Website: trustedfaithfinancial.online

Future/Related Website: trustedfaithfinancial.com

Email: info@trustedfaithfinancial.online

Additional Contact Email: l.montgomery@trustedfaithfinancial.com

Phone: 817-682-0052

Mailing Address:

Trusted Faith Financial Services

7752 Barley Field St

Joshua, TX 76058

Trusted Faith Financial Services provides financial education, insurance-related information, retirement planning education, and related financial service support.

2. Information We May Collect

We may collect personal information from website visitors, prospects, clients, applicants, business partners, vendors, and others who interact with us.

Personal information may include:

Name

Email address

Phone number

Mailing address

Date of birth

Appointment scheduling information

Information submitted through website forms

Financial goals or retirement-related information

Insurance needs or policy-related information

Communication preferences

Any other information you voluntarily provide

Depending on the services requested, we may also collect additional information necessary to evaluate insurance, retirement, or financial service options. This may include information related to income, assets, existing coverage, beneficiaries, underwriting information, or other details needed for quotes, applications, consultations, or planning discussions.

You are not required to provide personal information to browse the website. However, if you choose not to provide certain information, we may not be able to respond to your request, schedule an appointment, provide requested information, or assist with certain services.

3. Information Collected Automatically

When you visit our website, certain information may be collected automatically through website tools, analytics tools, forms, embedded services, chat widgets, cookies, pixels, or similar technologies.

This may include:

IP address

Browser type

Device type

Operating system

Pages visited

Time spent on the website

Links clicked

Referring website

General location information

Date and time of visit

Information about how you interact with the website

This information may be used to operate the website, improve user experience, understand website traffic, prevent misuse, identify technical issues, and support security.

For more information about cookies, pixels, and tracking technologies, please review our Cookie Policy if available.

4. How We Use Your Information

Trusted Faith Financial Services may use personal information to:

Respond to your inquiries

Schedule appointments or consultations

Provide requested information

Prepare quotes, illustrations, or applications

Evaluate whether certain products or services may be appropriate

Communicate with you by phone, email, text message, mail, or other methods you provided

Send appointment reminders and follow-up communications

Provide financial education, retirement planning education, insurance-related information, or service-related updates

Improve our website, services, communication, and client experience

Maintain business records

Comply with legal, regulatory, carrier, licensing, or compliance obligations

Prevent fraud, misuse, unauthorized access, or improper activity

We do not use your information in ways that are inconsistent with the reason you provided it.

5. How We May Share Your Information

We do not sell your personal information to unrelated third-party data brokers.

We may share your information when reasonably necessary, including with:

Licensed insurance agents or financial professionals working with or through Trusted Faith Financial Services

Insurance carriers, financial institutions, or product providers when needed for quotes, applications, underwriting, service requests, or policy support

Technology providers, CRM platforms, scheduling tools, chat widget providers, email systems, website hosts, analytics providers, or other service providers that help us operate our business

Compliance, legal, accounting, or regulatory professionals

Government agencies, regulators, courts, or law enforcement when required by law

Business partners when necessary to fulfill a request you made or a service you asked about

We expect service providers and business partners to handle personal information responsibly and only for the purpose for which it was shared.

6. SMS, Text Messaging, and Mobile Information

If you provide your mobile phone number and consent to receive text messages, we may use your number to send appointment reminders, follow-up messages, requested information, service-related communications, and other messages related to your interaction with Trusted Faith Financial Services.

Message frequency may vary. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. You may also contact us directly to request that we stop sending text messages.

We do not sell or share SMS opt-in data or mobile phone numbers with third parties for their own marketing purposes.

Mobile messaging information may be shared only with service providers that help us deliver, manage, or support our communications.

7. Email, Phone, and Other Communications

If you provide your email address, phone number, or other contact information, we may use that information to communicate with you about your inquiry, appointment, request, consultation, services, or related follow-up.

You may request to stop receiving certain communications by contacting us using the contact information listed in this Privacy Policy.

Please note that even if you opt out of marketing or promotional communications, we may still contact you when necessary for appointment confirmations, service-related matters, compliance matters, or other non-marketing purposes.

8. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to help protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, internet transmission, email system, CRM platform, chat system, or storage system can be guaranteed to be completely secure. You share information electronically at your own risk.

9. How Long We Keep Your Information

We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal or regulatory obligations, resolve disputes, maintain business records, and enforce agreements.

Retention periods may vary depending on the type of information, the nature of the relationship, and applicable legal, carrier, licensing, or compliance requirements.

10. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, embedded forms, chat widgets, or similar technologies to operate the website, understand visitor activity, improve performance, support security, and help us communicate with users who request information.

You may be able to disable cookies through your browser settings. However, disabling cookies may affect website functionality or prevent certain features from working properly.

11. Third-Party Websites and Tools

Our website may include links to third-party websites, scheduling tools, social media platforms, insurance carriers, forms, payment processors, chat tools, or other outside resources.

We are not responsible for the privacy practices, content, or security of third-party websites or platforms. You should review their privacy policies before submitting personal information to them.

12. Your Privacy Choices

Depending on where you live and the laws that apply, you may have certain rights regarding your personal information.

You may request to:

Review the personal information we have about you

Correct inaccurate information

Update your contact information

Opt out of certain communications

Request deletion of certain information, subject to legal, regulatory, carrier, or compliance obligations

Ask questions about how your information is used

To make a privacy-related request, contact us at:

info@trustedfaithfinancial.online

or

l.montgomery@trustedfaithfinancial.com

13. Notice for Visitors Outside the United States

Trusted Faith Financial Services is based in the United States. If you access our website from outside the United States, please understand that your information may be processed, stored, or transferred in the United States or other locations where our service providers operate.

Privacy laws in these locations may differ from the laws in your country or region.

14. Children’s Privacy

Our website and services are not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child under 13, we will take reasonable steps to delete it.

15. Legal Disclosure

We may disclose information we collect, use, or receive if required or permitted by law, including to comply with a subpoena, court order, regulatory request, legal process, or government request.

We may also disclose information when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, prevent misuse, or respond to legal or compliance obligations.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

When updates are made, the “Last Updated” date will be revised. Continued use of our website or services after changes are posted means you accept the updated Privacy Policy.

17. Contact Us

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

Trusted Faith Financial Services

Attn: Legal & Compliance Department

7752 Barley Field St

Joshua, TX 76058

Email: info@trustedfaithfinancial.online

Additional Contact Email: l.montgomery@trustedfaithfinancial.com

Phone: 817-682-0052

Current Website: trustedfaithfinancial.online

Future/Related Website: trustedfaithfinancial.com