InnoSight Financial

Privacy Policy

Effective Date: August 3, 2026  ·  Last Updated: August 3, 2026

This Privacy Policy explains how InnoSight Financial LLC and InnoSight Wealth Management LLC (together, “InnoSight,” “we,” “us,” or “our”) collect, use, protect, and share information about visitors to our website and individuals who contact us or request information from us.

By using our website or providing us your information, you agree to the practices described in this policy. If you do not agree, please do not use our website or submit information to us.

1. Information We Collect

We collect information that you give us directly, and a limited amount of technical information collected automatically when you visit our website.

Information You Provide to Us

• Contact information — your name, email address, mailing address, and telephone or mobile number.
• Information you submit through a form on our website, through a chat or messaging feature on our website, by email, by text message, or during a phone call or meeting with us.
• Information relevant to the services you are asking about, such as your retirement timeline, financial goals, or the type of planning assistance you are seeking.
• Communication preferences, including whether you have consented to receive text messages from us.

Information Collected Automatically

• IP address, browser type, device type, and operating system.
• Pages viewed on our site, the date and time of your visit, and the site or link that referred you.

2. How We Use Your Information

We use the information we collect to:

• Respond to your questions, requests, and inquiries.
• Contact you by phone, email, or text message about information you requested from us.
• Schedule, confirm, reschedule, or follow up on appointments and consultations.
• Provide and administer the services you have asked us about or engaged us for.
• Send you transactional and informational messages related to your relationship with us.
• Maintain our internal records and improve our website and services.
• Comply with applicable laws, regulations, and legal obligations.

3. SMS and Text Messaging Policy

How You Opt In

We only send text messages to individuals who have given us express written consent to receive them. You may provide that consent by checking the consent box on a form on our website, by providing your mobile number and agreeing to be contacted through a chat or messaging feature on our website, or by otherwise giving us permission in writing to text you.

The consent language presented at the point of opt-in reads:

By checking this box, you authorize InnoSight Financial to text/call the number above for informational/transactional messages, possibly using automated means. Msg/data rates apply, msg frequency varies. Consent is not a condition of purchase. See terms and privacy policy. Text HELP for help and STOP to unsubscribe.

Types of Messages You May Receive

We send informational and transactional messages only. These include replies to your inquiry, appointment scheduling and reminders, confirmations, document or form requests, and follow-up related to services you have asked about.

Message Frequency, Rates, and Consent

• Message frequency varies depending on your interaction with us.
• Message and data rates may apply. These are charged by your mobile carrier and are your responsibility.
• Consent is not a condition of purchase or of receiving any service from us.
• Carriers are not liable for delayed or undelivered messages.

How to Opt Out or Get Help

You can cancel text messages from us at any time by replying STOP to any message. After you send STOP, we will send you one confirmation message and will not send you any further text messages unless you opt in again. If you would like more information, reply HELP to any message, or contact us using the details at the bottom of this page.

4. How We Share Information

We do not sell your personal information, and we do not share it for anyone else’s marketing purposes. We share information only in the limited circumstances described below.

• Service providers. We use trusted vendors who perform work on our behalf, such as website hosting, customer relationship management, email delivery, appointment scheduling, and text message delivery. These vendors may only use your information to perform that work for us, and are not permitted to use it for their own purposes.
• Product and service providers. If you choose to move forward with a product or service, we may share the information necessary to process your application or request with the applicable insurance carrier, custodian, or financial institution.
• Legal and regulatory requirements. We may disclose information where required by law, subpoena, court order, or a regulatory examination, or where necessary to protect our legal rights or the safety of others.
• Business transfers. If our business is merged, acquired, or reorganized, information may transfer as part of that transaction, subject to this policy.

In every case above, text messaging originator opt-in data and consent are excluded and are never shared with any third party.

5. No Sale of Personal Information

We do not sell, rent, trade, or lease your personal information to anyone. We do not share your personal information with third parties or affiliates for their own marketing or promotional purposes.

6. Cookies and Website Analytics

Our website may use cookies and similar technologies to keep the site working properly, remember your preferences, and understand how visitors use the site so we can improve it. Most web browsers let you refuse or delete cookies through your browser settings. Turning off cookies may affect how parts of our website function.

7. Data Retention

We keep your information for as long as needed to serve you, to operate our business, and to satisfy our legal, regulatory, and recordkeeping obligations. When information is no longer needed for those purposes, we securely dispose of it.

8. How We Protect Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we hold against loss, misuse, and unauthorized access or disclosure. No method of transmitting or storing information is completely secure, so we cannot guarantee absolute security. Please do not send sensitive information such as Social Security numbers or account numbers by unencrypted email or text message.

9. Your Choices and Rights

• Text messages. Reply STOP to any message to stop receiving texts.
• Email. Use the unsubscribe link in any marketing email, or contact us directly.
• Phone calls. Tell us during any call, or contact us, and we will add you to our internal do-not-call list.
• Access, correction, and deletion. You may ask us what personal information we hold about you, ask us to correct it, or ask us to delete it. We will honor those requests to the extent the law allows, keeping in mind that we may be required to retain certain records.

To make any of these requests, contact us using the information at the bottom of this page.

10. California Privacy Rights

If you are a California resident, you may have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the sources of that information, the purpose for collecting it, and the categories of third parties with whom we share it. You may also have the right to request deletion or correction of your personal information, and the right not to be discriminated against for exercising these rights.

We do not sell or share personal information as those terms are defined under California law. To make a request, contact us using the details below. We may need to verify your identity before responding.

11. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from anyone under the age of 18. If you believe a child has provided us information, please contact us and we will delete it.

12. Third-Party Links

Our website may link to websites we do not operate. We are not responsible for the privacy practices or content of those sites, and this policy does not apply to them. We encourage you to read the privacy policy of any site you visit.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Material changes will be posted on this page. Your continued use of our website after an update means you accept the revised policy.

14. How to Contact Us

If you have questions about this Privacy Policy, or you would like to make a request regarding your information, contact us: