Privacy Policy

Effective Date: January 1,

Last Updated: January 1,

This Privacy Policy describes how David Chase ("David Chase," "we," "us," or "our") collects, uses, and protects the information you provide when you visit david-chase.com (the "Site"), submit a form, or otherwise communicate with us. By using the Site or providing your information, you agree to the practices described in this policy.

1. Information We Collect

We collect information that you voluntarily provide to us and certain information automatically when you use our Site:

• Information you provide: your name, email address, phone number, business name, industry, years in business, revenue range, areas of interest, preferred contact time, and any message or details you submit through our contact and consultation forms.
• Consent records: a record of any opt-in consent you provide to receive text messages, including the date and time of consent.
• Information collected automatically: standard technical data such as IP address, browser type, device information, and pages visited, collected through cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule your requested consultation.
• Provide the financial strategy, tax, funding, and planning services you request.
• Send you marketing and/or non-marketing text messages, but only where you have expressly opted in (see the SMS section below).
• Improve our Site, services, and customer experience.
• Comply with legal obligations and protect against fraud or misuse.

3. SMS / Text Messaging Opt-In and Privacy

When you provide your phone number and check a consent box on one of our forms, you are opting in to receive text messages from David Chase consistent with the consent you selected. Message frequency may vary. Message and data rates may apply. You can reply STOP at any time to opt out, or reply HELP for assistance.

4. How We Share Information

We do not sell, rent, or share your personal information with third parties or affiliates for their own marketing or promotional purposes. We may share limited information only with trusted service providers and subcontractors who perform support services on our behalf (such as customer service, scheduling, or technology providers), and only to the extent necessary for them to perform those services. We may also disclose information where required by law, regulation, legal process, or to protect our rights. As stated above, text messaging originator opt-in data and consent are never shared with third parties except aggregators and providers of the text messaging services that make message delivery possible.

5. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information you provide against unauthorized access, disclosure, alteration, or destruction. While we work to protect your information, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to operate the Site, remember your preferences, analyze traffic, and understand how visitors use our pages. You can set your browser to refuse cookies or alert you when cookies are being sent; however, some parts of the Site may not function properly if you disable them.

7. Your Choices and Rights

You may opt out of text messages at any time by replying STOP. You may request access to, correction of, or deletion of the personal information we hold about you by contacting us using the details below. Depending on your location, you may have additional rights under applicable privacy laws.

8. Children's Privacy

Our Site and services are intended for business owners and adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us so we can remove it.

9. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last Updated" date above. We encourage you to review this page periodically to stay informed about how we protect your information.

10. Contact Us