Privacy Policy
Prosperity Life & Financial Solutions LLC
Prosperity Life & Financial Solutions LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard the personal information you provide when you visit our website or submit any form on this site. By using our website, you agree to the practices described in this policy.
1. Information We Collect
We may collect the following types of personal information when you voluntarily provide it through forms on our website:
- Contact information: your name, email address, phone number
- Financial interests: general topics of interest you select on our forms (e.g., retirement planning, rollovers)
- Communication preferences: your consent to receive SMS messages or email communications
- Technical data: browser type, IP address, pages visited, and time spent on the site, collected automatically through cookies and similar technologies
We do not collect Social Security numbers, bank account numbers, or other sensitive financial account information through this website.
2. How We Use Your Information
We use the information you provide to:
- Respond to your inquiries and requests for consultation
- Send the free guide or other resources you requested
- Schedule and communicate about consultations and appointments
- Send SMS messages, appointment reminders, and follow-up communications you consented to
- Improve our website and services
- Comply with applicable laws and regulations
We do not sell, rent, or trade your personal information to third parties for their marketing purposes.
3. Form Submissions
When you complete a form on our website — including consultation request forms, guide download forms, or the contact form — the information you submit is sent directly to Prosperity Life & Financial Solutions LLC for follow-up. We use third-party email delivery services to transmit form submissions; these providers are contractually required to protect your data and may not use it for any other purpose.
4. SMS Consent and Communications
By providing your phone number and checking the consent box on any form on this website, you expressly consent to receive SMS text messages from Prosperity Life & Financial Solutions LLC. These messages may include:
- Appointment confirmations and reminders
- Follow-up communications related to your inquiry
- Important notifications about your consultation or requested materials
Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP to any SMS message you receive from us. For help, reply HELP. Opting out of SMS does not affect other communications unless you request it.
We do not share your phone number or SMS consent with third parties for their own marketing purposes. Mobile opt-in data and consent are never shared with third parties.
5. Cookies and Analytics
Our website may use cookies and similar tracking technologies to understand how visitors interact with our site. This may include:
- Essential cookies: required for basic site functionality
- Analytics cookies: used to measure site traffic and page performance (e.g., Google Analytics)
You may configure your browser to reject cookies; however, some features of our website may not function properly if cookies are disabled. We do not use cookies to collect personally identifiable information without your knowledge.
6. Data Security
We take reasonable technical and administrative measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of data transmission over the internet is 100% secure, and we cannot guarantee absolute security.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.
8. Children’s Privacy
Our website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If you believe a minor has submitted information to us, please contact us so we can remove it.
9. Your Rights
Depending on your state of residence, you may have rights regarding your personal information, including the right to access, correct, or request deletion of data we hold about you. To exercise these rights, please contact us using the information below.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. We encourage you to review this policy periodically.
11. Contact Us
If you have questions or concerns about this Privacy Policy, or wish to exercise your privacy rights, please contact us:
Prosperity Life & Financial Solutions LLC
Loretta Stewart, Founder
Contact us via our website