Privacy Policy

Effective Date: 5/20/2026

At Primary Care Financial LLC, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your personal information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, and other details you provide when you sign up for newsletters, schedule a call, complete forms, or purchase services.

  • Payment Information: Billing details required to process payments for services.

  • Technical Data: IP addresses, browser type, cookies, tracking technologies, and device information used to improve website functionality and user experience.

  • Service Usage Data: Information about your interactions with our website and services.

2. How We Use Your Information

We use your information to:

  • Provide and manage our financial coaching, accounting, and advisory services.

  • Communicate with you about appointments, promotions, service updates, and company announcements.

  • Respond to inquiries and provide customer support.

  • Improve our website and services through analytics and data analysis.

  • Comply with legal obligations and resolve disputes.

  • SMS Communications and Consent

    By providing your mobile phone number and opting in through our website forms or other communication channels, you consent to receive text messages from Primary Care Financial LLC related to appointment reminders, service updates, customer support, and promotional communications where applicable.

    Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of text messaging at any time. Reply HELP for assistance.

    SMS consent is not shared with third parties or affiliates for marketing purposes.

3. Sharing Your Information

We do not sell, rent, or share your personal information with third parties or affiliates for marketing or promotional purposes.

We may share information with trusted service providers and subcontractors solely for business operations and support services, such as payment processing, website hosting, analytics, customer service, and technical support. These providers are contractually obligated to protect your information and only use it for the services they provide on our behalf.

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, and similar tracking technologies to improve user experience, analyze website traffic, and support marketing efforts. You may choose to disable cookies through your browser settings; however, some website features may not function properly.

5. Your Rights

You have the right to:

  • Access, update, or delete your personal information.

  • Opt-out of promotional communications at any time.

  • Request information regarding how your data is used.

  • Disable cookies through your browser settings.

6. Data Security

We implement industry-standard administrative, technical, and physical security measures to protect your personal data from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies separately.

8. Changes to This Policy

We may update this Privacy Policy periodically. The "Effective Date" at the top reflects the latest revision date. Continued use of our services after updates constitutes acceptance of the revised policy.

9. Contact Us

If you have questions about this Privacy Policy or your data, contact us at:

Primary Care Financial LLC
Email: [email protected]
Phone: 313-241-0727
Mailing Address: 336 W. First St., Flint, MI 48502