Effective Date: 07/01/2025
Thrive Financial Services LLC values your privacy. This Privacy Policy explains how we collect, use, store, and disclose personal information through our website and services.
1. Information We Collect
We collect the following types of information:
1.1 Personal Information
Name
Email address
Phone number
Business/organization name
Service inquiries and feedback
1.2 Technical Information
IP address
Browser type and version
Pages visited and time on site
Device information
Referral links
1.3 Financial & Operational Data (Clients Only)
Financial statements
Bank records and transactions
Payroll data
Vendor and customer records
Employee lists and tax documents
2. How We Use Your Information
We use collected data to:
Respond to inquiries and schedule consultations
Deliver our financial and advisory services
Customize service offerings
Improve website experience and functionality
Comply with legal and regulatory requirements
Process payments and maintain billing records
3. Legal Bases for Processing (If Applicable Under GDPR)
We process your information under the following lawful bases:
Your consent (e.g., contact form submission)
Performance of a contract (client engagements)
Compliance with legal obligations (e.g., tax laws)
Legitimate business interests (e.g., fraud prevention)
4. Sharing of Information
We do not sell your personal information.
We may share your information with:
Accountants or tax professionals (with consent)
Cloud service providers (e.g., accounting platforms, Google Workspace)
Payment processors
Legal authorities when required by law
CRM, scheduling, or email platforms we use for communication and project management
All third-party vendors are required to maintain the confidentiality and security of your data.
5. Data Security
We implement industry-standard measures to protect your data from unauthorized access, disclosure, or loss. This includes:
SSL encryption
Role-based data access
Secure password policies
Regular system audits
However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.
6. Data Retention
We retain client and inquiry data:
For at least 7 years as required for tax/audit purposes (client financial records)
Until no longer needed for legitimate business purposes (contact forms)
Until a user requests deletion, unless retention is required by law
7. Your Rights (for GDPR/California Residents)
You may:
Access your personal information
Request correction of inaccurate data
Request deletion (where applicable)
Withdraw consent to processing
Request data portability
To exercise any of these rights, contact us via the website.
8. Cookies and Tracking Technologies
Our website may use cookies or tracking scripts to enhance functionality and gather usage statistics. You can control cookie preferences via your browser settings.
9. Children’s Privacy
We do not knowingly collect information from individuals under 16. If we learn we have done so, we will delete the information promptly.
10. International Transfers
If you are accessing our services from outside the United States, be aware that your information will be transferred to and stored in the U.S. By using the site, you consent to this transfer.
11. Changes to This Policy
We may update this Privacy Policy periodically. The latest version will always be available on our website with an updated "Effective Date."
14. Contact Information
Thrive Financial Services LLC
30 N Gould St Ste N Sheridan, Wyoming, 82801
Phone: (561) 797-2849
Website: https://thrivefsc.com
Email: [email protected]