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Privacy Policy

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Privacy Policy

Effective Date: 7-15-25
Seek and Find Financial (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:
Personal Information: Name, email address, phone number, billing information, or other details you voluntarily provide when contacting us or using our services.
Usage Information: IP address, browser type, operating system, referring URLs, page views, and access times.
Mobile Information: If you opt in to receive text messages, we may collect your mobile phone number and related consent.

2. How We Use Your Information

We use your information to:
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    Where should I put my money?
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    How much should I set aside — and where?
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    What’s the difference between my 401(k) and other investments?
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    Why do I need life insurance?
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    What the heck is an annuity?
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    I need cash — where should I take it from?
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    How do I get my business ready for sale? And when I do, where do I go from there?

3. Text Messaging Compliance

We take your privacy seriously with respect to text messaging data. As required:
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    No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
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    Information sharing to subcontractors in support services, such as customer service, is permitted.
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    All the above use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
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    Text messaging originator opt-in data and consent will never be shared or sold for marketing purposes.

4. Cookies and Tracking Technologies

We may use cookies and similar technologies to enhance your experience on our website. You can disable cookies through your browser settings.

5. How We Protect Your Information

We implement appropriate technical and organizational measures to secure your personal information against unauthorized access, alteration, disclosure, or destruction.

6. Your Privacy Rights

You have the right to access, update, or delete your personal information by contacting us. You may also opt out of communications at any time.

7. Children’s Privacy

Our website and services are not intended for individuals under the age of 13, and we do not knowingly collect information from children.

8. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

9. Contact Us

If you have any questions about this Privacy Policy, you may contact us at:
Seek and Find Financial
If you have any questions about this Privacy Policy, you may contact us at:
Email:
dan@sffinancial.net
https://seekandfindfinancial.com/
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WARRANTIES & DISCLAIMERS
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There are no warranties implied. Seek & Find Financial is a registered investment adviser located in Valparaiso, Indiana. Seek & Find Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Seek & Find Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Seek & Find Financial’s web site on the Internet should not be construed by any consumer and/or prospective client as  Seek & Find Financial solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Seek & Find Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Seek & Find Financial please contact the state securities regulators for those states in which Seek & Find Financial maintains a registration filing. A copy of Seek & Find Financial’s current written disclosure statement discussing Seek & Find Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Seek & Find Financial upon written request. Seek & Find Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Seek & Find Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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