--- title: Privacy Policy | HavenStone Advisory updated: '2026-09-06T04:29:00Z' description: >- Learn how HavenStone Advisory collects, uses, and protects your personal information, including our SMS Terms and comprehensive data security practices. canonical: 'https://www.havenstoneadvisory.com/privacy-policy' --- # Privacy Policy Last updated: September 2026 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, analytics, and advertising measurement tools, 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, performance, advertising measurement, and conversion reporting. You can manage cookies in your browser; some features may not function if cookies are disabled. After a ChatGPT ad click, we store its click reference in a first-party cookie for up to 90 days to measure a later form submission or appointment booking. When you submit your details through our contact, resource request, quiz, or scheduling forms, or confirm an appointment, we send OpenAI the type of action, a conversion identifier, its confirmation time, our website address, and the ad click reference when available. We do not send contact details, form answers, or SMS consent information through this integration. We honor Global Privacy Control for this measurement. ## 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, Meta Platforms, Inc. for Meta Pixel and Conversions API ad measurement and conversion tracking (no mobile phone number is sent), OpenAI for ChatGPT Ads Conversions API lead submission and appointment conversion measurement, with an ad click reference when available (no contact details or form answers are sent), 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. Mobile phone numbers and text-messaging consent are handled separately and more restrictively: see SMS Terms (Text Messaging) below. ## SMS Terms (Text Messaging) If you check the optional SMS consent box on one of our forms, or answer YES to the SMS consent question when booking an appointment on our scheduling calendar, you agree to receive transactional, non-marketing text messages about your inquiries, downloads, appointments, and client service. Providing your phone number without taking one of those steps does not enroll you in text messaging. Consent is not a condition of purchase. Message frequency may vary, up to 10 messages per month. Message & data rates may apply. Reply STOP to cancel and HELP for help. Full program terms are in our [SMS Terms](/terms-of-use#sms-terms). No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be 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 LLC 6010 W Spring Creek Parkway, PMB #532 Plano, TX 75024 (512) 265-1644 team@havenstoneadvisory.com