Tall Oak Financial LLC Privacy Policy
Last Updated: August 4, 2026

At Tall Oak Financial LLC, we respect your privacy and are committed to protecting your personal data. This Privacy Policy describes how we collect, use, and protect your information when you book appointments and interact with our messaging services.

1. Information We Collect
When you schedule an appointment using our platform, we collect your name, phone number, email address, and appointment details.

2. How We Use Your Information
We use your phone number strictly to send automated appointment confirmations, reminders, and scheduling updates via SMS through our third-party provider, Twilio.

3. SMS and Mobile Data Protection (Crucial Carrier Compliance)
We value your privacy regarding text messaging data. Mobile information, user consent, and opt-in data will not be shared, sold, or rented to any third parties or affiliates for marketing or promotional purposes. Your phone number is used exclusively by Tall Oak Financial LLC to manage your appointments.

4. Data Security
We implement industry-standard security measures to protect your personal data from unauthorized access or disclosure.

5. Your Rights
You have the right to access, correct, or delete your personal information at any time. You can opt out of text communications instantly by replying STOP to any message you receive.