Privacy Policy

Effective Date: June 1, 2026

Shield Financial and Insurance Services (“Shield Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide.

Information We Collect

We may collect information you voluntarily provide, including:

Name
Email address
Mobile phone number
Mailing address
Information submitted through website forms, event registrations, appointment requests, or client communications

How We Use Your Information

We may use your information to:

Schedule and confirm appointments
Respond to inquiries
Provide customer service
Send requested information
Request documents needed to provide services
Confirm event registrations
Send appointment and event reminders
Provide service-related follow-ups
Communicate regarding services you have requested
Comply with legal and regulatory requirements

SMS Communications

If you affirmatively consent to receive Customer Care SMS messages from Shield Financial and Insurance Services, you may receive:

Appointment confirmations and reminders
Scheduling communications
Customer service messages
Document request notifications
Event registration confirmations and reminders
Service-related follow-ups

Message frequency varies based on your interactions with our office. Message and data rates may apply.

You may opt out at any time by replying STOP. For assistance, reply HELP or contact us using the information below.

Consent to receive SMS messages is not a condition of purchasing any products or services.

How You May Opt In

You may consent to receive SMS messages by:

Completing a website form and affirmatively selecting the SMS consent checkbox
Registering for an event and affirmatively providing SMS consent
Providing written SMS consent during the client onboarding process

Information Sharing

We do not sell your personal information.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging opt-in data and consent will not be shared with any third parties, including subsidiaries and affiliates.

We may share other personal information with service providers that assist us in operating our business, complying with legal or regulatory obligations, or providing requested services. These sharing permissions exclude text messaging opt-in data and consent.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of electronic transmission or storage is completely secure.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised effective date.

Contact Us

Shield Financial and Insurance Services
4 Crow Canyon Road, Suite 150
San Ramon, CA 94583

Phone: (925) 973-1088
Email: office@myshieldfinancial.com
Website: www.myshieldfinancial.com

Shield Financial and Insurance Services SMS Terms & Conditions

Effective Date: June 1, 2026

By providing your mobile phone number and affirmatively opting in, you agree to receive Customer Care SMS messages from Shield Financial and Insurance Services under these SMS Terms and Conditions.

Program Description

Messages may include:

Appointment confirmations and reminders
Scheduling communications
Customer service messages
Document request notifications
Event registration confirmations and reminders
Service-related follow-ups

Consent to receive SMS messages is not a condition of purchasing any products or services.

Message Frequency

Message frequency varies based on your interactions with our office.

Cost

Message and data rates may apply. If you have questions about your text or data plan, contact your wireless provider.

Opt-Out

You may cancel SMS communications at any time by replying STOP.

After you reply STOP, we will send a confirmation message stating that you have been unsubscribed. You will no longer receive SMS messages from us unless you subsequently provide new consent. To rejoin, opt in again through one of our authorized consent methods.

Help

Reply HELP for assistance or contact us directly:

Phone: (925) 973-1088
Email: office@myshieldfinancial.com

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages. Message delivery is subject to your wireless carrier’s network availability.

Privacy

Your participation in our SMS program is governed by our Privacy Policy.

Changes to These Terms

We may update these SMS Terms and Conditions periodically. Changes will be posted on this page with a revised effective date.

Contact Information