---
title: "Privacy Policy | HavenStone Advisory"
updated: "2025-08-01T08:00:00Z"
description: "How HavenStone Advisory collects, uses, and protects personal information, including SMS terms and data security practices."
canonical: "https://www.havenstoneadvisory.com/privacy-policy"
---

# Privacy Policy

Last updated: August 2025

This Privacy Policy explains how HavenStone Advisory ("HavenStone," "we," "us," or "our") collects, uses, and protects personal information when you visit [havenstoneadvisory.com](https://www.havenstoneadvisory.com), communicate with us, or use our services. Our services are intended for U.S. residents in connection with U.S. tax matters.

## Information We Collect

- Identifiers and contact details you provide, such as name, email, phone number, and related inquiry details.
- Technical data through cookies and analytics, including IP address, device/browser information, pages visited, and usage data.
- Communications with us, including call, SMS, email, and scheduling information.

## How We Use Information

- Provide services, respond to inquiries, and deliver requested resources.
- Send administrative, transactional, and service-related communications.
- Send marketing communications with permission, with opt-out available.
- Improve the site, services, and security.
- Comply with legal obligations.

## Cookies and Analytics

We use cookies and similar technologies for functionality, analytics, and performance. You can manage cookies in your browser; some features may not function if cookies are disabled.

## Service Providers and Sharing

We do not sell or rent personal information. We work with service providers under contract who process data on our behalf and only as instructed. Service providers may include Google LLC for analytics and reCAPTCHA, Hotjar Ltd. for behavior analytics, Vercel Inc. for hosting/CDN, Twilio Inc. for messaging/voice, and HighLevel for CRM and marketing automation.

We may disclose information if required by law or to protect rights and safety.

## SMS Terms

By providing your phone number, you agree to receive informational text messages about your inquiries, downloads, appointments, and client service. Consent is not a condition of purchase. Message frequency may vary. Message and data rates may apply. Reply STOP to cancel and HELP for help.

We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. We may share information with subcontractors who provide support services to assist with your inquiries. Text-messaging originator opt-in data and consent are not shared with any third parties.

## Email and Phone Communications

If you provide your email or phone number, we may contact you about your request, the services you use, and related transactional matters. Where required, we obtain consent before sending marketing emails or calls. You may opt out of marketing at any time. We maintain an internal Do-Not-Call list.

## Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, or misuse.

## Your Choices

- Unsubscribe links in marketing emails let you opt out at any time.
- Reply STOP to any SMS to cancel; HELP for help.
- Contact us to access, update, or delete your information, subject to legal limits.

## Data Retention

We retain information as needed to provide services, meet legal obligations, resolve disputes, and enforce agreements.

## U.S.-Only Services

Our services are intended for individuals and businesses in the United States.

## reCAPTCHA

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

## Changes to This Policy

We may update this Policy from time to time. Changes will be posted with a revised "Last updated" date.

## Contact

HavenStone Advisory  
Plano, TX 75024  
(512) 265-1644  
team@havenstoneadvisory.com