For Messaging

At Rolle, Locke & Key Wealth Management Group, we respect your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:

Data Collection: We will collect your name, email address, and mobile phone number when you sign up for SMS updates. This information will be gathered through our Contact US form in our website.

Data Usage: We use your data solely for scheduling, confirming, reminding appointments and provide customer assistance/support. On some occasions, promotional messages related only to our services.

Data Security: We protect your data with secure storage measures to prevent unauthorized access.

Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.

Message and Data Rates may apply: Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan. Messages are recurring and message frequency varies based on communication needs.

Contact Rolle, Locke & Key Wealth Management Group at (888) 778-3502 or [email protected] for HELP or to STOP or CANCEL receiving messages.

Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP or CANCEL to [email protected] or (888) 778-3502. After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours. You can send HELP for additional assistance, and you will receive a text including our phone number, email address, and website. We are here to help you.

Non-Sharing Clauses: • Rolle, Locke & Key Wealth Management Group does not share your data with third parties for marketing purposes. • Rolle, Locke & Key Wealth Management Group does not sell, rent, or share the collected mobile numbers or mobile opt-in information with anyone.

Rolle, Locke & Key Wealth Management Group ("RLK," "we," "us," or "our") is the owner and operator of https://www.rlkwealthmgmtgroup.com and any related sub-domains (the "Service"). This Privacy Policy ("Privacy Policy" or "Policy") applies to the Service in its entirety but does not apply to entities that RLK does not own or control.

RLK is committed to the privacy and protection of information provided to us by our users. This includes any information submitted to us through the Service, forms, communications, or other mechanisms. By using our Service, you accept the privacy practices contained in this Policy.

1. Information Collected About You

1.1 Information Provided By You:
We may collect personally identifiable information ("PII") that you voluntarily provide during, but not limited to, the following interactions:

Requesting customer support or sending communications

Making payments for offerings

Signing up for email alerts, newsletters, or special offers

Responding to surveys or information requests

Communicating with RLK regarding legal compliance

1.2 Information Collected by Automated Processes:
We may automatically collect non-PII through the use of:

Cookies: Small text files stored on your local device that contain data used to uniquely identify users and link to our databases to enhance features.

Web Beacons: Invisible pixel images embedded in HTML pages, used to anonymously pass non-PII to third-party sites (e.g., advertisers).

Log Files: System-generated files that capture certain interactions between you and our Service.

1.3 Reservation of Rights:
RLK reserves the right to use alternative methods for collecting non-PII in accordance with this Policy and without further notice.

2. Implications Regarding Collected Information

2.1 Consent for Storage and Transfer:
By using our Service, you consent to the storage, transfer, and processing of your PII and non-PII ("Data") within the United States or in any other country in which RLK or its affiliates, subsidiaries, or agents maintain facilities.

2.2 Control and Access:
RLK respects your right to control your Data. We maintain administrative, technical, and physical safeguards to prevent unauthorized or unlawful use, accidental loss, or destruction of your Data.

2.3 Use of Data:
RLK is the sole owner of the aggregate content and arrangement of Data collected and uses it to:

Achieve Service objectives

Provide high-quality user experiences

Offer personalized features

Improve Service offerings

2.4 Sharing of Data:
PII will not be shared with third parties without your permission, except under these circumstances:

Shared in aggregate non-PII form for business analysis

Required by law to disclose to government or regulatory agencies

To enforce our Terms of Use

To detect, investigate, or address fraud or security breaches

To protect RLK, its users, or the public from imminent harm as permitted by law

2.5 Payment Transactions:
RLK may share transaction data with third-party payment processors for completion of payment transactions. We do not capture or store your financial data—only transaction results sent by the processor.

2.6 Third-Party Service Providers:
We may share personal information with contracted third-party service providers ("Providers") performing services on our behalf (e.g., data storage, consultants). Providers are bound to use and protect information consistent with this Policy.

3. Security of Information

3.1 Communications:
Data sent through Internet email or via our Service may not be secure. Once received, RLK implements appropriate security measures and periodically reviews internal protocols against industry standards.

3.2 Internal Access:
Access to PII is limited to authorized RLK personnel, contractors, and agents on a need-to-know basis and is subject to confidentiality obligations.

4. Data Integrity

4.1 Purpose Limitation:
RLK processes PII only for purposes outlined in this Policy and takes steps to ensure the quality and accuracy of PII collected.

4.2 User Cooperation and Deletion:
We depend on users to maintain current and accurate PII. Users may request deletion of their Data by providing verifiable credentials. RLK reserves the right to deny such requests if they are burdensome, impractical, or conflict with legal or business obligations.

5. Choices Regarding PII

5.1 New Uses of Data:
If RLK uses your PII for purposes not originally disclosed, we will obtain your consent and offer an opportunity to opt-out.

5.2 Ownership Transfers:
In the event of a sale, acquisition, or transfer of assets, users will be notified prior to their PII being subject to a different policy.

5.3 Contacting RLK:
You may contact us with questions about your PII at the address below.

6. Protecting Children

Our Service is not intended for individuals under the age of 18. RLK does not knowingly collect or solicit PII from minors.

7. Third-Party Links

Our Service may contain links to third-party websites. RLK is not responsible for the privacy practices or content of those websites.

8. Enforcement

RLK conducts periodic internal reviews to ensure ongoing compliance with this Policy. We work with appropriate authorities to resolve disputes and complaints involving PII.

9. Changes to This Policy

We may modify this Privacy Policy from time to time to reflect updates in our practices. We will notify users via our website and update the "Effective Date" accordingly.

10. ContactInformation

Rolle, Locke & Key Wealth Management Group
610 E Zack Street #110-3055
Tampa, Florida 33602
Email: [email protected]
Website: https://www.rlkwealthmgmtgroup.com