Privacy Policy

Effective Date: 01 March, 2026

Alliance Financial Pathway LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

1. Information We Collect

We may collect the following information when you submit a form on our website:

Full name

Email address

Phone number

Any additional information you voluntarily provide

2. How We Use Your Information

We use your information to:

Contact you regarding your request for a financial strategy session

Provide information about life insurance and financial strategies

Send follow-ups via email, phone, or SMS

Improve our services and communication

3. SMS & Communication Consent (A2P CRITICAL)

By submitting your information, you agree to receive communications from Alliance Financial Pathway LLC via:

Phone calls

Emails

Text messages (SMS)

These messages may include:

Appointment confirmations

Follow-ups

Information related to your request

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

You can opt out at any time by replying STOP to any text message.

4. Information Sharing

We do not sell, rent, or trade your personal information.

We may share your information only with:

Service providers assisting in communication or CRM systems

Legal authorities if required by law

5. Data Security

We implement reasonable measures to protect your personal information. However, no method of transmission over the internet is 100% secure.

6. Your Rights

You may request to:

Access your data

Correct your data

Delete your data

To do so, contact us at:
📧 [email protected]

7. Contact Information

Alliance Financial Pathway LLC
📧 [email protected]
📞 ‪+1 (850) 443‑6207‬