Privacy policy

1. Information we collect

When you complete a form, we may collect your name, telephone number, email address, service of interest, preferred language, preferred contact method, optional description, and a record of your consent selection. We may also receive basic technical data needed to operate, protect, and diagnose the website, such as request date and time, network address, browser type, and security logs.

2. Information you should not send through the public form

The initial form is not designed to receive sensitive information or documents. Do not include Social Security numbers, dates of birth, driver-license or passport numbers, card or bank-account details, passwords, tax returns, attachments, medical information, diagnoses, citizenship or immigration-status information, or another person’s confidential information.

If documentation is needed to provide a service, we will explain a separate and appropriate process. Do not send tax, immigration, financial, or medical documents by ordinary text, WhatsApp, or email unless we provide specific instructions and an appropriate channel.

3. How we use information

• Respond to your request, identify the area that may address it, and communicate through your selected method.
• Schedule consultations and administer the service relationship if you choose to proceed.
• Maintain records of requests, preferences, consent, and revocation.
• Protect the website, prevent fraud or misuse, diagnose errors, and comply with legal obligations.
• Send promotional communications only when there is an applicable authorization and honor your opt-out choices.

4. How we share information

We may share information with providers that operate website hosting, databases, email, telephone, messaging, forms, security, or support, solely to perform those services and under appropriate instructions.

When you request a process performed by an independent professional—for example, immigration legal services, real-estate brokerage, or mortgage financing—we will notify you before transferring information to that professional when appropriate. This policy does not authorize unidentified third parties to use your information for their own campaigns.

We may also disclose information when required by law, to respond to valid legal process, protect rights or safety, investigate fraud, or administer a corporate transaction subject to applicable safeguards.

5. Tax information and data separation

Tax and bookkeeping inquiries are stored in a container separate from insurance inquiries. Information supplied in connection with preparing a return may be protected by special federal rules. This policy and the general communications checkbox do not authorize the use or disclosure of tax-return information to promote other services or share it with third parties. Any required authorization will be requested separately.

6. Cookies, analytics, and local storage

The website may use cookies or similar technologies that are strictly necessary for technical functions, security, preferences, and performance measurement. It also uses an analytics tool to understand website use in aggregate. These providers may process technical information under their own obligations and our instructions. You may limit cookies through browser settings, although some functions may be affected.

7. Retention and security

We retain information for as long as reasonably necessary to respond, provide services, maintain records, resolve disputes, prevent fraud, and comply with legal or regulatory obligations. The period depends on the information and service requested.

We use reasonable administrative, technical, and physical measures appropriate to the nature of the information. No transmission or storage system is completely secure, so we cannot guarantee that an incident will never occur.

8. Your choices

You may ask us to update contact information, inquire about our practices, or stop promotional communications. We may need to verify your identity and retain records when required by law, security, a contractual obligation, or the defense of claims.

To stop texts, reply STOP. You may also communicate a reasonable revocation by phone or email. Commercial email will include a cancellation mechanism when applicable.

9. Children

The website is intended for adults and is not designed to knowingly collect personal information from children under 13. If you believe a child submitted information, contact us so we can review it and take appropriate action.

10. Third-party links and services

The website may link to government resources or other third-party sites. Their privacy and security practices are governed by their own policies. A link does not mean we control or broadly endorse their practices.

11. Changes to this policy

We may update this policy prospectively. We will publish the current version and date. A change will not retroactively expand communications permission, a tax-information authorization, or a transfer permission. When required by law or the nature of the change, we will request a new affirmative action.

12. Contact

FIN Solutions Group LLC, 6205 SW 4th St, Miami, FL 33144. Telephone: 786-889-4188. Email: info@finsolutions4u.com.