Privacy Policy
Effective Date: 11/01/2024
1. Introduction
The Clear Path Advisors Business Group LLC ("Company," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your information when you interact with our website, services, and communications, including SMS and email.
By using our services, you agree to the terms outlined in this Privacy Policy. If you do not agree, please do not use our services.
2. Information We Collect
We collect the following types of personal information when you engage with our website, opt-in to communications, or use our services:
-Contact Information: First name, last name, phone number, email address, and mailing address.
-Financial Information: If applicable, limited financial details for tax resolution services.
-Communication Data: SMS messages, call records, and email correspondence.
-Technical Information: IP address, browser type, device information, and website usage data via cookies and tracking technologies.
-Other Information You Provide: Any details submitted through our forms, surveys, or consultations.
3. How We Use Your Information
We use your personal information to:
✅ Provide and improve our tax resolution and advisory services.
✅ Respond to inquiries and customer support requests.
✅ Send appointment reminders, updates, and service notifications.
✅ Communicate promotional offers, newsletters, and industry insights (only with consent).
✅ Ensure legal compliance and prevent fraud.
4. SMS and Email Communications
By submitting your phone number and email through our website or services, you consent to receive:
📩 Transactional Communications:
-Service updates, appointment reminders, and account-related notifications.
📢 Promotional Communications:
-Marketing messages, exclusive offers, and newsletters.
🔹 Opt-Out Policy:
-You may unsubscribe from emails at any time by clicking the "Unsubscribe" link in any email.
-You may opt out of SMS messages by replying STOP to any message. Message and data rates may apply.
We do not sell, rent, or share your phone number with third-party marketers.
5. How We Protect Your Information
We implement industry-standard security measures, including:
🔒 Encryption protocols for data protection.
🔑 Secure servers to store sensitive information.
🛡 Limited access to personal data by authorized personnel only.
While we take strong security measures, no system is 100% secure. Please safeguard your login credentials and personal details.
6. Sharing of Information
We do not sell or rent your personal data. However, we may share your information with:
✔ Trusted Service Providers – Payment processors, CRM platforms, and legal advisors who assist in delivering our services.
✔ Legal Authorities – If required by law or to prevent fraud and security threats.
✔ Business Transfers – If our company undergoes a merger, sale, or acquisition.
We require all partners to comply with strict data protection policies.
7. Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance user experience and analyze website performance. By using our website, you agree to our use of cookies. You can modify your cookie settings via your browser preferences.
8. Your Rights & Choices
You have the right to:
📌 Request access, updates, or deletion of your personal data.
📌 Opt out of marketing emails and SMS communications.
📌 Restrict certain data processing activities.
To exercise these rights, contact us using the information below.
9. Compliance with TCPA & A2P 10DLC Regulations
To ensure compliance with the Telephone Consumer Protection Act (TCPA) and A2P 10DLC messaging regulations, we:
✅ Require express written consent before sending SMS marketing messages.
✅ Provide clear opt-out mechanisms for SMS and email communications.
✅ Do not share or sell personal contact details for marketing purposes.
Our messaging practices are designed to protect user privacy and ensure regulatory compliance.
10. Updates to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated "Effective Date". Continued use of our services implies acceptance of any revisions.
11. Contact Information
For questions about this Privacy Policy, please contact us at:
📍 The Clear Path Advisors Business Group LLC
📞 307-441-3649
🌐 www.TheClearPathAdvisors.com
