Privacy Policy
Effective Date: [06/01/2026]
Shield Financial and Insurance Services ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information.
Information We Collect
We may collect information that you voluntarily provide, including:
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Name
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Email address
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Phone number
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Mailing address
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Information submitted through website forms, event registrations, or client communications
How We Use Information
We may use your information to:
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Schedule and confirm appointments
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Respond to inquiries
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Provide customer service
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Deliver requested information
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Send event reminders and registration confirmations
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Communicate regarding services you have requested
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Comply with legal and regulatory obligations
SMS Communications
If you provide consent to receive text messages, we may send appointment reminders, scheduling communications, customer service communications, document requests, and event reminders.
Message frequency may vary. Message and data rates may apply.
You may opt out at any time by replying STOP. For assistance, reply HELP.
Mobile Information
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties.
Information Sharing
We do not sell your personal information.
We may share information with service providers who assist us in operating our business, as required by law, or as otherwise permitted by applicable regulations.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information.
Contact Us
Shield Financial and Insurance Services
Phone: 925-973-1088
Email: office@myshieldfinancial.com
Website: www.myshieldfinancial.com
SMS Terms and Conditions
Effective Date: [06/01/2026]
By providing your mobile phone number and opting in to receive text messages from Shield Financial and Insurance Services, you agree to these SMS Terms and Conditions.
Program Description
By opting in, you may receive:
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Appointment reminders
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Scheduling communications
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Customer service communications
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Document request notifications
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Event registration confirmations
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Event reminder messages
Message Frequency
Message frequency may vary depending on your interactions with our office.
Fees
Message and data rates may apply according to your wireless carrier plan.
Opt-Out
You may opt out of receiving SMS messages at any time by replying STOP to any message.
After opting out, you will no longer receive SMS messages unless you provide new consent.
Help
For assistance, reply HELP or contact us at:
Phone: [PHONE]
Email: office@myshieldfinancial.com
Supported Carriers
Message delivery is subject to your wireless carrier's network availability and service.
Wireless carriers are not liable for delayed or undelivered messages.
Privacy
Your use of our SMS program is also governed by our Privacy Policy.
Changes
We reserve the right to modify these Terms and Conditions at any time. Any updates will be posted on this website.
Contact Information
Shield Financial and Insurance Services
Phone: 925-973-1088
Email: office@myshieldfinancial.com
Website: www.myshieldfinancial.com