Privacy Policy

This policy explains how Cottonwood Advisory Group LLC (“Cottonwood,” “we,” “us”) collects, uses and protects information when you visit this website, contact us, book a call, or receive messages from us.

Information we collect

• Information you give us: your name, firm name, email, phone number, and anything you type into our forms, surveys, chat or booking calendar.
• Information collected automatically: basic usage data such as pages visited, referring page, device and browser type, and campaign parameters in the link you used (for example, UTM tags).
• Messages: the content of texts, emails and chats you exchange with us.

How we use it

We use your information to respond to your inquiry, schedule and hold calls, send appointment confirmations and reminders, evaluate and deliver services you request, improve our website, and meet legal obligations.

SMS / text messaging

If you provide your mobile number and consent to receive text messages, we will text you about your inquiry and any appointments you book (for example, confirmations, reminders and follow-ups). Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help. Consent to receive texts is not a condition of purchase.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except service providers that help us deliver messages (such as our messaging platform and carriers).

How we share information

We do not sell your personal information. We share it only with service providers that help us operate (for example, our CRM, scheduling, messaging, email and website hosting providers), when required by law, or to protect our rights.

Cookies and analytics

We may use cookies and similar tools to understand how the site is used and to measure advertising. You can block cookies in your browser settings.

Data retention and security

We keep information only as long as needed for the purposes above or as required by law, and we use reasonable safeguards to protect it. We never ask prospective clients or our clients’ customers to send tax documents or sensitive personal information by text.

Your choices

You can ask us to access, correct or delete your information, or to stop contacting you, by emailing tom@cottonwoodadvisorygroup.com. Depending on where you live, you may have additional rights under state privacy laws.

Changes

We may update this policy. The effective date above shows when it last changed.

Contact

Questions: tom@cottonwoodadvisorygroup.com.