Privacy Policy

Privacy Policy & SMS Terms and Conditions

Seth Hamilton LLC
Effective Date: May 20, 2026

Seth Hamilton LLC respects your privacy. This Privacy Policy and SMS Terms and Conditions explain what personal information we collect, how we use it, who we may share it with, and the terms that apply when you agree to receive text messages from us.

1. Personal Information We Collect

We may collect personal information that you voluntarily provide to us, including:

  • Name
  • Phone number
  • Email address
  • Mailing address
  • Business or employment information
  • Tax, financial, insurance, or planning-related information you choose to provide
  • Appointment details and service inquiries
  • SMS/text messaging consent and communication preferences
  • Records of communications, including calls, emails, and text messages

We may also collect basic website usage information if you visit our website, such as browser type, device information, pages visited, and general analytics data.

2. How We Use Personal Information

Seth Hamilton LLC may use personal information to:

  • Respond to client and prospective client inquiries
  • Schedule, confirm, or remind you about appointments
  • Provide tax preparation, financial consultation, insurance, financial planning, or related business services
  • Request documents or information needed to provide services
  • Communicate service-related updates
  • Send text messages, emails, or phone calls related to your relationship with us
  • Maintain business records
  • Comply with legal, regulatory, tax, insurance, and professional obligations
  • Improve our client service and business operations

3. Who We Share Personal Information With

We do not sell personal information.

We may share personal information only as necessary to operate our business, provide services, or comply with legal and regulatory requirements. This may include sharing information with:

  • Tax software providers
  • Financial, insurance, or investment-related service providers, when applicable
  • Custodians, broker-dealers, insurance carriers, or other financial institutions, when needed to provide services
  • Compliance, legal, accounting, or professional advisors
  • Technology providers, such as email, phone, CRM, document storage, or scheduling platforms
  • Government agencies, tax authorities, regulators, or courts when required by law

All sharing is limited to the information reasonably necessary to provide services, support business operations, or meet legal obligations.

SMS consent is not shared with third parties or affiliates.
SMS opt-in information, phone numbers, and text message consent are not sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

4. SMS Consent

SMS consent is used only for communications from Seth Hamilton LLC. SMS consent is not shared with third parties or affiliates.

We do not sell, rent, or share SMS opt-in information, phone numbers, or text messaging consent with third parties or affiliates for marketing or promotional purposes.

5. How We Protect Personal Information

We use reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, misuse, loss, or disclosure.

However, no method of electronic transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as necessary to provide services, maintain business records, resolve disputes, comply with legal and regulatory obligations, and enforce agreements.

7. Your Choices

You may contact us to request that we update, correct, or delete certain personal information, subject to legal, regulatory, and business recordkeeping requirements.

You may opt out of SMS messages at any time by replying STOP.

8. Links to Other Websites

Our website may contain links to third-party websites. Seth Hamilton LLC is not responsible for the privacy practices, content, or security of third-party websites.

9. Children’s Privacy

Our services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Privacy Policy and SMS Terms

We may update this Privacy Policy and SMS Terms and Conditions from time to time. Any changes will be posted on this page with an updated effective date.

Contact Us

For questions about this Privacy Policy, SMS Terms and Conditions, or our privacy practices, contact:

Seth Hamilton LLC
Phone: 716-621-3535
Email: hamilton_seth@nlgroupmail.com
Website: https://www.sethhamiltonllc.com