Privacy Policy

Effective Date: August 19, 2026

At Lieblich Financial Services, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and share information when you interact with our website, services, or communicate with us via text messaging (SMS).

1. What Personal Information We Collect

We may collect the following types of personal information from you:

Contact Information: Your name, email address, mailing address, and phone number when you fill out forms, request information, or contact us.
Communication History: Records of your conversations with us, including emails, phone calls, and SMS text messages.
Technical Data: IP addresses, browser types, and website usage data collected via cookies to help improve your website experience.

2. How Personal Information Is Used

We use the information we collect to:

Provide, operate, and maintain our services.
Respond to your inquiries, support requests, and questions.
Send you operational updates, transactional notifications, and text messages that you have requested or consented to receive.
Improve our website layout and customer service experience.

3. Who Personal Information Is Shared With

We do not sell, rent, or lease your personal information to third parties. We only share your data with trusted service providers who assist us in operating our business and serving you (such as our communications platforms), and only to the extent necessary to perform those services.

Mobile Information and SMS Consent Non-Sharing:

SMS consent and phone numbers collected for text messaging purposes are strictly confidential. This information will not be shared with third parties or affiliates for marketing or promotional purposes under any circumstances.

4. Opting Out of Text Messaging

If you have consented to receive SMS messages from us, you can opt out at any time. Simply reply STOP to any text message you receive from us to unsubscribe. After replying STOP, you will no longer receive text messages from that specific number unless you opt back in.

5. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."

SMS Terms & Conditions

SMS Consent Communication:

The information or 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 Lieblich Financial Services, you may receive messages related to the following:

Conversation external

Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to your [appointments/billing, etc.]..

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 Lieblich Financial Services in the following way:

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 at www.lfswealth.com

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 https://www.lfswealth.com/privacy-policy pages which contain our Privacy Policy & Terms & Conditions.

Message frequency may vary