Information We May Collect

When you interact with the SharpStone Financial website, we may collect two general categories of information:

Personal Information

Personal information is any information that can reasonably be used to identify you. This may include information such as:

• Name
• Email address
• Telephone number
• Mailing address
• ZIP code
• Other information you voluntarily provide through forms or communications

This information is typically collected when you:

• Request information
• Schedule a consultation
• Submit a contact form
• Communicate with us through the website

Providing personal information is always voluntary.

SMS/Text

SharpStone Financial may communicate with clients and prospective clients via text message for purposes such as appointment confirmations or responding to inquiries.

Message frequency may vary. Standard message and data rates may apply.

You may opt out of text communication at any time by replying STOP.

SharpStone Financial does not share SMS opt-in information with third parties for marketing purposes.

Non-Personal Information

Like most websites, we may also automatically collect certain technical data related to your visit, including:

• Internet Protocol (IP) address
• Browser type and device information
• Pages viewed on our website
• Date and time of your visit
• The website that referred you to us

This information does not identify you personally but helps us better understand how visitors use our website.

How Your Information May Be Used

Information collected through the website may be used for purposes including:

• Responding to inquiries or information requests
• Communicating with you regarding financial services or educational information
• Scheduling appointments or consultations
• Providing requested materials or resources
• Improving website functionality and user experience
• Internal business operations and administrative purposes
• Detecting or preventing fraudulent or unauthorized activity

SharpStone Financial only uses personal information as permitted under applicable laws and regulations.

Sharing of Information

SharpStone Financial does not sell or trade your personal information.

Your information may be shared only in limited circumstances, including:

• With service providers who assist in operating our website or business operations
• When required by law, regulation, or legal process
• When necessary to protect the security or integrity of our business or website
• When you have provided consent

We may also share aggregate website usage statistics with third parties. These reports do not include any information that identifies individual users.

Use of Cookies

Our website may use cookies or similar technologies to enhance your browsing experience.

Cookies allow us to:

• Measure website traffic
• Understand visitor engagement
• Improve the performance and usability of our website

Cookies do not give us access to personal files stored on your computer.

Most web browsers allow you to adjust your settings to refuse cookies if you prefer. However, doing so may limit certain features of the website.

Protecting Your Information

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

While we take reasonable precautions to protect information, no system that transmits data over the internet can be guaranteed to be completely secure.

Data Breach Notification

In the event of a data security incident involving personal information, SharpStone Financial will comply with applicable state and federal notification requirements.

Children's Information

Our website and services are intended for adults. We do not knowingly collect personal information from individuals under the age of 13.

Accessing or Updating Your Information

If you would like to review, correct, or request removal of personal information you have previously provided, please contact us directly.

For privacy protection, we may request verification of identity before providing access or making changes.

Do Not Track Signals

Certain web browsers allow users to send “Do Not Track” signals. Currently, our website does not respond to these signals because we do not track users across third-party websites.

Changes to This Privacy Policy

SharpStone Financial reserves the right to update or modify this Privacy Policy from time to time. Any updates will be posted on this page along with the revised effective date.

Visitors are encouraged to review this policy periodically.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

SharpStone Financial
1800 W Gray Gables Circle, Sioux Falls, SD 57108
(605) 777-0369
privacy@sharpstonefinancial.com