Privacy Policy
This Privacy Policy explains how RLM Financial Services collects, uses, stores, and protects your information when you visit this website, complete a form, request services, or communicate with us by phone, email, or text.
This page explains what information may be collected, how it is used, how it may be shared, and what choices you have.
- Website and form data
- Email and text communication
- Security and retention practices
Information We Collect
We may collect information you provide directly to us, along with limited technical information automatically collected through this website.
- Name, email address, phone number, mailing address, and preferred contact method
- Service inquiry details related to tax preparation, bookkeeping, notary services, or credit-related questions
- Documents or information you choose to submit through forms, uploads, email, or text
- Basic website usage details such as browser type, device type, pages visited, and approximate location based on IP address
How We Use Your Information
- To respond to service requests and answer questions
- To schedule appointments, consultations, or follow-ups
- To provide tax preparation, bookkeeping, notary, and credit-related support
- To send service-related updates, reminders, and requested communications
- To improve website performance and internal operations
- To comply with legal, regulatory, and recordkeeping requirements
Text Messaging and SMS Communications
If you provide your phone number and consent to receive text messages, we may send service-related texts such as reminders, follow-ups, requested updates, or responses to your inquiry.
- Message frequency may vary
- Message and data rates may apply
- You can opt out at any time by replying STOP
- You can reply HELP for more information
- Consent to receive text messages is not a condition of purchase
Cookies and Tracking Technologies
- To support core website functionality
- To analyze traffic and visitor behavior
- To improve page performance and user experience
- To support marketing or retargeting tools, if enabled
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, misuse, or disclosure. No system can guarantee absolute security, but we take privacy and data protection seriously.
Your Choices and Rights
- Request access to information you provided
- Request correction of inaccurate information
- Request deletion where permitted
- Opt out of marketing emails by using the unsubscribe link
- Opt out of text messages by replying STOP
Data Retention
We retain information for as long as needed to provide services, maintain records, meet legal obligations, resolve disputes, and enforce our agreements.
Children’s Privacy
This website is not directed to children under 13, and we do not knowingly collect personal information from children through this site.
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page.
Contact Us
- RLM Financial Services
- [email protected]
- (336) 448-3702
- 615 Saint George Court, Suite 300, North Carolina