1. Who We Are

HonorPoint Financial LLC (“HonorPoint Financial,” “we,” “us,” or “our”) is a financial planning and tax preparation practice based in Wasilla, Alaska. We serve individuals, families, military members, and small business owners virtually across the United States.

Website: www.honorpointfinancial.com
Email: info@honorpointfinancial.com
Scheduling: honorpointfinancial.com/book

2. Information We Collect

We collect the following categories of personal information when you visit our website, contact us, or engage our services:

Information You Provide Directly

• Name, email address, phone number, and mailing address
• Financial information you share during consultations or in the course of tax preparation or financial planning services
• Messages, questions, or documents you submit through our website, email, or client portal

Information Collected Automatically

• Browser type, IP address, and pages visited (via standard website analytics)
• Cookies and similar tracking technologies used to improve site functionality

SMS / Text Message Opt-In

If you provide your mobile phone number and opt in to receive text messages from HonorPoint Financial, we collect your phone number and your consent to receive SMS communications. Message frequency may vary. Standard message and data rates may apply.

3. How We Use Your Information

We use the personal information we collect to:

• Respond to inquiries and schedule consultations
• Deliver financial planning, tax preparation, and related services
• Send transactional and appointment-related SMS or email notifications (with your consent)
• Send informational updates, newsletters, or service announcements (with your consent)
• Comply with legal, regulatory, and professional obligations (including IRS requirements and applicable securities regulations)
• Improve our website and client experience

4. SMS Communications

By opting in to SMS communications from HonorPoint Financial, you agree to receive text messages related to:

• Appointment reminders and confirmations
• Service updates and document requests
• Educational content and financial tips (if you subscribe to marketing messages)

To opt out: Reply STOP to any text message at any time. After opting out, you will no longer receive SMS messages from us unless you choose to opt in again.

For help: Reply HELP or email info@honorpointfinancial.com.

5. How We Share Your Information

We do not sell or rent your personal information. We may share your information only in the following limited circumstances:

• Service providers: With vendors who assist us in operating our website, delivering services, or processing payments (e.g., scheduling platforms, document signing tools, payment processors). These providers are contractually obligated to protect your information.
• Legal requirements: With government agencies or regulatory bodies when required by law, court order, or legal process.
• With your consent: At your direction, such as when you authorize us to communicate with a third party on your behalf (e.g., the IRS via Form 2848 or Form 8821).
• Business transfers: In connection with a merger, acquisition, or sale of business assets, with prior notice to you.

6. Data Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. Our safeguards include encrypted data storage, secure client portal access, and restricted access to client records. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal and financial records for the period required by applicable law and professional standards. Tax records and financial planning documents are generally retained for a minimum of seven (7) years, consistent with IRS guidance. SMS opt-in records are retained for a minimum of four (4) years or as required by applicable regulations.

8. Your Rights and Choices

Depending on your state of residence, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information, subject to our legal and professional retention obligations
• Opt out of marketing communications at any time

To exercise any of these rights, contact us at info@honorpointfinancial.com.

9. Children’s Privacy

Our services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If we become aware that we have collected personal information from a child under 13, we will take steps to delete that information promptly.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Continued use of our website or services after any changes constitutes your acceptance of the updated policy.