We may collect the following types of information:

• Name, email address, phone number

• Business and financial information provided for service delivery

• Communication preferences, including SMS opt-in status

Your information is used to:

• Provide bookkeeping and financial services

• Communicate with you regarding your account

• Send customer care and service notifications

• Send marketing messages only if you have explicitly opted in

• Comply with legal and regulatory requirements

Mobile phone numbers collected for SMS communications are used solely for the purposes described at opt-in.

We do not sell, rent, share, or disclose mobile phone numbers to third parties for marketing purposes.

We may share information only with trusted service providers who assist us in operating our business and delivering services, and only to the extent necessary. These providers are required to protect your information.

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

You may:

• Opt out of marketing emails or text messages at any time

• Update or correct your personal information

• Request deletion of your data, subject to legal and contractual obligations

To opt out of SMS messages, reply STOP at any time.

Our website may use cookies or similar technologies to improve user experience and analyze site performance. You may control cookie settings through your browser.

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.

If you have questions about this Privacy Policy or our data practices, contact:

JSM Financial Group, LLC

Email: support@jsmfinancialgroup.com

Website: https://jsmfinancialgroup.com