Privacy Policy
Lakeview Wealth Strategies (“we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and protect your information when you visit our website, https://www.lakeviewwealthstrategies.com/ (“Website”), or interact with us in any other manner.
Information We Collect
We may collect the following types of information from you:
Personal Information: When you contact us through our Website, phone, or email, we may collect personal information that you provide, including your full name, phone number, email address, and mailing address.
Automatically Collected Information: When you visit our Website, we may automatically collect certain information about your device and usage, including IP address, browser type, operating system, referring URLs, and pages viewed.
How We Use Your Information
We use the information we collect for the following purposes:
To Communicate with You: We use your contact information to respond to your inquiries, provide legal services, send administrative information, and keep you informed about your case or our services.
Legal Compliance: We may use your information to comply with applicable laws, regulations, or legal obligations, including responding to subpoenas, court orders, or legal requests.
Consent to Receive Text Messages
You are not required to consent to receiving text messages from ZDT Financials. By providing your phone number and opting in, you consent to receive text messages from ZDT Financials regarding your inquiry, our services, or related legal matters. Message and data rates may apply. You can opt out of receiving text messages at any time by replying “STOP” to any text message your receive from us. Please note that opting out may limit our ability to communicate with you regarding your case or services.
Information Sharing and Disclosure
We do not sell or rent your personal information to third parties. We do not sell, rent, release, or transfer your SMS consent or phone number to any third party for any third party marketing purposes. We may share your information in the following circumstances:
Service Providers: We may share your information with our service providers who perform services on our behalf, such as marketing, customer services, or technical support. These service providers are contractually obligated to protect your information and use it only for services they provide.
Legal Requirements: We may disclose your information if required by law, regulation, or legal process, or if we believe disclosure is necessary to protect our rights, property, or the safety of our users or others.
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
Access and Update Information: You have the right to access, update, or correct your personal information. To do so, please contact us using the information provided below.
Third-Party Websites
Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party websites you visit.
SMS Message Communication
Text (SMS) Message Communication We may send any Lakeview Wealth Strategies Text (SMS) Message, either directly or via a third-party agent or authorized service provider, through your communication service provider in order to deliver it to you. You agree that your communication services provider is acting as your agent in this capacity. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent, this information will not be shared with any third parties. This includes affiliate or business partners the Opt in is not transferable to another party involved in their process.
Children’s Privacy
Our website is not intended for children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected personal information from a child under 13, we will take steps to delete such information.
Changes to This Privacy 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 Privacy Policy periodically for any updates.
Contact Us
If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us at:
Lakeview Wealth Strategies
155 S. Executive Drive, Suite 202
Brookfield, WI 53005
Phone: 414-369-3600
SMS Terms & Conditions
SMS Consent Communication: The information Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
Types of SMS Communications: If you have consented to receive text messages from Lakeview Wealth Strategies, you may receive messages related to the following:
- Appointment reminders
- Follow-up messages
- Conversational
Example: "Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."
Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method: You may opt in to receive SMS messages from Lakeview Wealth Strategies in the following ways:
Opt-Out Method: You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us.
Additional Options:
- If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
Standard Messaging Disclosures:
- Message and data rates may apply.
- You can opt out at any time by texting "STOP."
- For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
- Message frequency may vary
