Privacy Policy

Effective Date: July 27, 2026

Safe Harbor Financial & Life, LLC (“Safe Harbor Financial & Life,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us.

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Information submitted through our contact forms
• Appointment requests
• Any other information you choose to provide

We may also automatically collect certain technical information, including your IP address, browser type, device information, and website usage through cookies and analytics technologies.

How We Use Your Information

We use your information to:

• Respond to inquiries
• Schedule appointments
• Provide insurance and financial planning services
• Deliver quotes and requested information
• Improve our website and customer experience
• Comply with applicable laws and regulations

SMS Communications

If you provide your mobile phone number and expressly consent to receive text messages, Safe Harbor Financial & Life may send appointment reminders, follow-up communications, service updates, and other messages related to your inquiry or existing customer relationship.

SMS consent is not shared with third parties or affiliates for marketing purposes.

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to unsubscribe at any time.
• Reply HELP for assistance.

Sharing Your Information

We do not sell your personal information.

We may share information only with trusted service providers that help us operate our business or when required by law.

Cookies

Our website may use cookies and similar technologies to improve your browsing experience and help us understand website usage.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, or misuse.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us using the information below.

Contact Us

Safe Harbor Financial & Life, LLC

Email: jesse@safeharborfinanciallife.com

Phone: (214) 695-0870