PRIVACY POLICY

Last Updated: August 2026

1. Overview

The North Star Financial Group, LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, book a strategy session, or interact with our services.

2. Information We Collect

We collect personal information that you voluntarily provide to us when scheduling an appointment or contacting us, including:

First and Last Name

Email Address

Phone Number

Responses to pre-qualification form questions

3. How We Use Your Information

We use your information to:

Schedule, confirm, and manage your strategy sessions.

Send automated appointment reminders, updates, and service details via email and SMS text message.

Provide tailored financial insights during your call.

4. Cookies and Tracking Technologies

We use cookies, web beacons, and similar tracking technologies to analyze website traffic, optimize user experience, and monitor page performance. Cookies are small data files stored on your device that help us understand how visitors interact with our site. You can adjust your browser settings to decline or clear cookies at any time; however, doing so may impact certain functionalities of our website.

5. Data Security Practices

We implement robust physical, technical, and administrative security measures designed to safeguard your personal information against unauthorized access, loss, alteration, or disclosure. These practices include SSL encryption for data in transit, secure data storage environments, and restricted internal access to user data. While we take every reasonable precaution to protect your data, no method of electronic transmission or storage is 100% secure.

6. SMS Opt-In Details & Mobile Information Safeguards (A2P 10DLC Compliance)

How Consent is Collected: We collect your mobile phone number and explicit SMS consent when you fill out an online web form or booking calendar on our website ([https://book.thenorthstarfinancialgroup.com/booking-page](https://book.thenorthstarfinancialgroup.com/booking-page)) and check the optional consent checkbox authorizing text communications.

Scope of Consent: By checking the box and submitting your phone number, you consent to receive transactional appointment reminders, schedule updates, and service-related text messages from The North Star Financial Group, LLC. Consent to receive text messages is completely voluntary and is not required as a condition of purchasing any services.

Strict Privacy / No Sharing Statement: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes under any circumstances. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with or sold to any third parties or data brokers.

7. SMS Opt-Out & Messaging Terms

By providing your phone number, you consent to receive SMS communications regarding your appointment.

Message and data rates may apply.

Message frequency varies based on appointment status and user interaction.

You may opt out of SMS communications at any time by replying STOP to any text message. For assistance, reply HELP or contact us directly.

8. Contact Us

If you have questions about this policy, contact us at:

Company: The North Star Financial Group, LLC

Email: [email protected]