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Privacy Policy

Effective Date: August 10, 2026

Surefoot Financial Systems LLC respects your privacy. This Privacy Policy explains how information may be collected and used when you visit this website or contact Surefoot Financial Systems.

Information You Provide

If you schedule a conversation, send an email, or otherwise contact Surefoot Financial Systems, you may provide information such as your name, email address, phone number, business information, and any other information you choose to share.

This information is used to respond to your inquiry, communicate with you, schedule conversations, and provide services you request.

Website Information

This website may automatically collect limited technical information about your visit, such as browser type, device information, pages visited, and general usage data. This information may be collected through cookies or similar technologies and is used to operate and improve the website.

Third-Party Services

Surefoot Financial Systems uses third-party services to operate the website and provide certain functions, including Wix for website hosting and Calendly for appointment scheduling. These services may collect and process information according to their own privacy policies.

Sharing Your Information

Surefoot Financial Systems does not sell your personal information. Information may be shared with service providers when necessary to operate the website, communicate with you, schedule appointments, or provide requested services, or when required by law.

Data Security

Reasonable measures are used to protect information provided to Surefoot Financial Systems. However, no method of electronic transmission or storage can be guaranteed to be completely secure.

Your Choices

You may contact Surefoot Financial Systems if you have questions about information you have provided or would like to request that it be corrected or deleted, subject to any legal or business recordkeeping requirements.

Contact

Surefoot Financial Systems LLC
sherry@surefootfinancialsystems.com

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