Privacy Policy

1. Information We Collect

We collect information you provide directly to us, as well as information gathered automatically when you visit our website. This may include:

• Full name, email address, phone number, and business information submitted via contact or consultation forms
• Messages and communications you send us, including via email, phone, or text message (SMS)
• Financial or business details voluntarily shared during consultations
• Browser type, IP address, device identifiers, and usage data collected automatically through cookies and similar technologies
• Referral source and pages visited on our website

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule consultations
• Deliver financial and business consulting services
• Send transactional communications, appointment reminders, and follow-ups
• Send marketing communications where you have opted in
• Improve and optimize our website and services
• Comply with applicable laws, regulations, and legal obligations
• Protect against fraud and unauthorized use

3. Text Message (SMS) Communications

You may opt out of receiving text messages at any time by replying STOP to any message we send. After opting out, you will receive one final confirmation message. To opt back in, reply START. For help, reply HELP or contact us at office@isverge.com.

We do not sell, rent, transfer, or share your mobile phone number or SMS opt-in data with third parties for their marketing purposes. Carriers are not liable for delayed or undelivered messages.

By opting in to SMS communications, you confirm that you are the account holder or have the account holder’s permission for the mobile number provided, and that you are 18 years of age or older.

4. Cookies and Tracking Technologies

Our website may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience, analyze traffic, and understand how visitors interact with our site. You may disable cookies through your browser settings; however, some features of the website may not function properly as a result.

We may use third-party analytics tools such as Google Analytics, which collect anonymized usage data subject to Google’s own privacy policies.

5. How We Share Your Information

We do not sell your personal information. We may share your information in the following limited circumstances:

• Service Providers: Trusted vendors who assist us in operating our website and delivering services, subject to confidentiality agreements
• Legal Compliance: When required by law, subpoena, or other legal process, or to protect the rights, property, or safety of Isverge, our clients, or the public
• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction
• With Your Consent: In any other circumstance where you have provided explicit consent

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, maintain our business records, and comply with legal obligations. When information is no longer needed, we take reasonable steps to securely delete or anonymize it.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security and encourage you to use caution when sharing sensitive information online.

8. Your Rights and Choices

Depending on your location, you may have the right to:

• Access, correct, or request deletion of your personal information
• Opt out of marketing communications at any time
• Opt out of SMS messages by replying STOP
• Request that we restrict or stop processing your data
• Lodge a complaint with a relevant data protection authority

To exercise any of these rights, contact us at office@isverge.com or call 360.831.0704.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any external sites you visit.

10. Children’s Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us immediately and we will take steps to delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. When we make material changes, we will update the “Last Updated” date at the top of this page. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or the way we handle your personal information, please contact us: