Privacy Policy The Golden Purse Financial
Date: November 4, 2025
IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA The Golden Purse Financial (“we,” “us,” or “our”) DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.
Information We Collect
We collect the following types of information:
- Personal Information:
- Name, email address, phone number, physical address
- Opt-in records and timestamps for all communication channels (SMS, email, etc.)
- If you request a consultation or quote, details needed to respond to your request
- Note: We do not collect payment information and we do not accept purchases through our website
- Non-Personal Information:
- IP address, browser type, device information
- Website usage patterns and analytics
- Cookies and similar technologies
- Customer Communication:
- Records of inquiries and service requests
- Appointment details and preferences
- Service history and feedback
How We Use Your Information We use collected data for:
- Providing and improving our services and website
- Communicating with you about your inquiries, appointments, and (if opted in) promotions
- Enhancing website functionality and user experience
- Ensuring security, fraud prevention, and debugging
- Maintaining records of your communication preferences and consent
SMS Messaging & Compliance Text Message Program Terms & Conditions
- By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment reminders, customer support, and important updates. Promotional texts are sent only if you separately opt in.
- Program description and frequency:
- Informational: account alerts, appointment reminders, service notifications, support; message frequency varies
- Promotional: tips, updates, and occasional offers; up to 4 msgs/mo
Opt-In Consent:
- You must explicitly opt in (e.g., by selecting a non-pre-checked checkbox or otherwise providing written consent). We maintain timestamped records of consent, including the source and language shown at sign-up.
- Consent is not required to use non-SMS portions of our website.
- We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws.
- Fees and Support:
- Opt-Out Instructions:
- You can opt out of marketing messages at any time by replying STOP. All opt-out requests are processed in real time.
- Additional notices:
- Carriers are not liable for delayed or undelivered messages.
- You represent that you are the account holder for the number provided or have the account holder’s permission.
Information Sharing & Disclosure We do not sell, rent, or trade personal information. We may share information with:
- Service Providers:
- Third-party vendors that assist in our operations (e.g., website hosting, security, analytics, appointment scheduling, email/SMS delivery). These providers may only use your information to perform services for us and are not permitted to use it for their own marketing.
- Legal Compliance:
- When required by law to disclose personal information (e.g., subpoena, court order) or to protect rights, safety, and security.
Data Security We implement administrative and technical measures to protect your personal information, including secure access controls and industry-standard encryption in transit where applicable. Despite these measures, no method of transmission over the internet or electronic storage is 100% secure. We use commercially reasonable means to protect your personal information but cannot guarantee absolute security.
Cookies & Tracking Technologies We use cookies and similar technologies for:
- Analyzing site traffic and user behavior
- Remembering your preferences
- Improving website functionality and user experience You can control cookies through your browser settings; some features may not function properly without cookies.
Your Rights & Choices You have the right to:
- Access, update, or delete your personal information, subject to applicable law
- Opt out of marketing emails by clicking “unsubscribe”
- Opt out of promotional SMS by replying STOP at any time; text HELP to 888-217-5433 for assistance
- Nevada Privacy Choice: We do not sell covered information. Nevada residents may still submit a request or inquiry at karla@thegoldenpursefinancial.com or 888-217-5433
Third-Party Links Our website may contain links to third-party websites. Their privacy practices are governed by their policies; we are not responsible for their content or practices.
Changes to This Privacy Policy We may update this policy periodically. The latest version will be published on our website, and the Effective Date will reflect the most recent update.
Contact Us
By using our website and services, you consent to this Privacy Policy.