Elevate Financial Group Privacy Policy

Last Updated: November 2025

1. Introduction

Elevate Financial Group (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share information when you visit our website, complete forms, or work with us for services such as credit repair, tax preparation, bookkeeping, estate planning, document scanning, or related financial services.

2. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, phone number, email address, date of birth, and government-issued identification.

Financial Information: Income details, banking information, tax documents, and related records needed for service delivery.

Digital Information: IP address, browser type, device data, and form submissions through our website or automations.

Communication Records: Emails, text messages, and voice or video communications related to your services.

3. How We Use Your Information

We use your information to:

Provide and manage our financial and business services

Process payments and verify identity

Maintain accurate records and comply with legal obligations

Improve our systems and communications

Send service updates, educational content, and promotional offers (you may opt out at any time)

4. SMS Communications

If you provide your phone number, Elevate Financial Group may send you transactional or informational text messages related to your financial education, tax preparation, bookkeeping, document requests, appointment scheduling, and other client services. Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying STOP, or request assistance by replying HELP.

We do not share SMS consent or phone numbers with third parties or affiliates for marketing purposes.

If you provide your mobile phone number and opt in, Elevate Financial Group may send you SMS messages related to your services, including appointment reminders, document requests, account notifications, and service updates.

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

You may opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us at [email protected].

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

5. Information Sharing

We do not sell your information. We may share data only with:

Trusted partners and vendors that help us operate (e.g., payment processors, credit bureaus, or automation software)

Government agencies or regulatory bodies when legally required

Other parties with your written consent

All third-party providers are required to maintain the same level of confidentiality and data protection we do.

6. Data Security

We use administrative, technical, and physical safeguards to protect your information from unauthorized access, misuse, or disclosure. This includes encrypted storage, secure file transfers, and limited employee access to client data.

7. Data Retention

We retain your information only as long as necessary to fulfill the purpose it was collected for, comply with legal requirements, or resolve disputes.

8. Your Rights

You may request access to, correction of, or deletion of your personal information at any time. To make a request, contact us using the information below.

9. Mobile Information & SMS Communications

We use SMS messaging to communicate with clients and individuals who have opted in through our website forms, scheduling tools, or onboarding processes. SMS messages may include appointment reminders, service updates, document requests, payment notifications, educational content, and other business-related communications.

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

You may opt out of SMS messages at any time by replying STOP. For assistance, reply HELP.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.
We do not sell, rent, or trade mobile phone numbers.

10. Opt-Out and Marketing Preferences

You may opt out of marketing communications by following the unsubscribe link in our emails or replying “STOP” to text messages. Service-related communications will still be sent as needed.

11. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with the “Last Updated” date at the top.

12. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to improve website functionality, analyze site traffic, and enhance user experience. Cookies may collect non-personal information such as browser type, device type, pages visited, and time spent on our website.

Cookies and tracking technologies do not collect SMS consent and do not impact SMS opt-in or opt-out preferences.

13. Contact Us

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

Elevate Financial Group

📞 877-547-3396
📧 [email protected]