Privacy Policy

Effective Date: April 5, 2026 | Last Updated: April 5, 2026

Nash Financial Solutions ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (nash-financial-solutions.com), use our services, or communicate with us.

1. Information We Collect

Information You Provide

We may collect personal information that you voluntarily provide when you:

• Fill out our contact or consultation request forms
• Subscribe to our communications
• Engage our financial advisory services
• Communicate with us via email, phone, or text message

This information may include: name, email address, phone number, mailing address, financial information relevant to our services, and any other information you choose to provide.

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

• IP address and browser type
• Pages visited and time spent on each page
• Referring website or search terms
• Device type and operating system

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and consultation requests
• Provide financial advisory and planning services
• Send communications about our services, including via email, phone, or text message
• Improve our website and services
• Comply with legal and regulatory obligations
• Protect against fraud and unauthorized activity

3. Text Message Communications

If you provide your phone number and consent to receive text messages:

• We may send you messages related to our financial services, appointment reminders, and service updates
• Message and data rates may apply
• Message frequency varies based on your interactions and service needs
• You may opt out at any time by replying STOP to any message
• Reply HELP for assistance
• We do not share your phone number or text messaging consent with third parties for marketing purposes
• Consent to receive text messages is not a condition of purchasing any services

4. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party vendors who assist in operating our business (e.g., technology platforms, custodians), subject to confidentiality agreements
• Legal Requirements: When required by law, regulation, legal process, or governmental request
• Business Transfers: In connection with a merger, acquisition, or sale of assets, with appropriate notice
• Protection: To protect the rights, safety, or property of Nash Financial Solutions, our clients, or the public

5. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, comply with our legal obligations, resolve disputes, and enforce our agreements. Financial records may be retained in accordance with applicable regulatory requirements.

7. Your Rights and Choices

You have the right to:

• Access, correct, or delete your personal information
• Opt out of marketing communications at any time
• Opt out of text messages by replying STOP
• Request information about the data we hold about you

To exercise any of these rights, please contact us at kathryn@nash-financial-solutions.com.

8. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any linked sites before providing personal information.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child under 18, we will take steps to delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

Nash Financial Solutions
Email: kathryn@nash-financial-solutions.com
Website: nash-financial-solutions.com