AnchorPoint Financial LLC (“AnchorPoint Financial,” “we,” “our,” or “us”) values your privacy and is committed to protecting the information you share with us.

Information We Collect

When you visit our website or contact us, we may collect information you voluntarily provide, including:

• Name

• Email address

• Phone number

• Business name

• Information you provide regarding your business, services requested, or project needs

We may also collect limited technical information, such as website usage data, to help improve our website and services.

How We Use Your Information

Information collected through our website may be used to:

• Respond to inquiries

• Schedule consultations

• Provide information about our services

• Improve our website and client experience

• Maintain business records and communications

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Financial Information and Sensitive Data

For your privacy and security, please do not submit Social Security numbers, tax identification numbers, account numbers, passwords, or other sensitive personal information through website forms or unsecured email.

Any financial information shared during the course of an engagement will be handled using appropriate security measures and only for the purpose of providing requested services.

Third-Party Services

Our website may utilize third-party service providers for scheduling, website hosting, email communications, analytics, and secure file sharing. These providers maintain their own privacy and security policies.

Data Security

We take reasonable measures to protect the information we receive and maintain administrative, technical, and physical safeguards designed to protect against unauthorized access, disclosure, or misuse.

Please note that no method of electronic transmission or internet storage can be guaranteed to be completely secure.

Your Information

You may contact us at any time to request information about the personal information we maintain or to request corrections to your information.

Changes to This Policy

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

Contact Us

If you have questions regarding this Privacy Policy, please contact:

Pam Ortman AnchorPoint Financial LLC Email: info@anchorpoint-financial.com