JV Financial Services LLC ("we," "us") respects your privacy. This policy explains what information we collect through jvfinancials.com and our related websites, how we use it, and the choices you have.
Information we collect
- Information you give us. Your first name and email address when you request a guide; your name, email, phone number, topic and message when you request a consultation or contact us; and planner answers (for example, your general situation and age range) if you choose to submit them with a guide request.
- Information collected automatically. Basic, aggregated site statistics such as pages visited, referring site, browser type and approximate location, collected through our website platform's statistics service. We do not use this to identify you personally.
Please do not send Social Security numbers, account numbers or other sensitive financial information through this website or by email.
How we use it
- To send the guide you requested and related educational emails, which you can stop at any time
- To respond to your questions and schedule a review
- To understand which content is useful and improve the site
- To meet legal, regulatory and insurance carrier record-keeping requirements
How we share it
We do not sell or rent your personal information. We share it only with:
- Service providers that help us run the site and send email (for example, our web host and our email marketing provider, Mailchimp), under their own privacy and security terms
- An insurance carrier, only if you apply for a product, and only as needed to process the application
- Regulators or others when required by law
Your choices
- Every marketing email includes an unsubscribe link.
- You may ask us to see, correct or delete the information we hold about you by emailing [email protected] or calling (713) 570-6295. Some records must be kept to meet legal or carrier requirements.
Tax and accounting clients
Tax return information is used only to prepare returns and related tax planning, and is not used or disclosed for any other purpose, including insurance or retirement product discussions, without your separate written consent under Internal Revenue Code §7216. We maintain a written information security plan for client tax and financial data as required for tax preparers under the FTC Safeguards Rule.
Clients who apply for insurance
If you apply for or buy an insurance or annuity product, you will receive a separate privacy notice that describes how nonpublic personal information is handled under federal law (the Gramm-Leach-Bliley Act) and Texas insurance privacy rules. That notice governs that information.
Security and retention
We use reasonable administrative, technical and physical safeguards. No website or email transmission is completely secure. We keep information only as long as needed for the purposes above or as required by law.
Children
This site is intended for adults. We do not knowingly collect information from anyone under 18.
Changes and contact
We may update this policy and will post the new effective date here. Questions: JV Financial Services LLC, 820 Gessner Rd, Houston, TX 77024 · (713) 570-6295 · [email protected].