Last updated: November 19, 2024

Montx Financial Group, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and disclose information when you interact with our website, montxfinancial.com (the "Site"), and services ("Services"). By using the Site, you agree to the terms outlined in this Privacy Policy.

1. Information We Collect

We collect personal information that you provide voluntarily, as well as data collected automatically through your use of our Site.

1.1 Personal Information

• Name, email address, phone number, and mailing address (when signing up for consultations or services).

• Payment details (processed securely by third-party providers and not stored on our servers).

• Responses to inquiries or participation in promotional offers, such as the "$20 Gift Card" consultation.

1.2 Automatically Collected Information

• IP address, browser type, operating system, and device information.

• Cookies or similar tracking technologies to improve the user experience.

2. How We Use Your Information

We use the information collected for the following purposes:

• To provide and improve our Services.

• To process consultations, transactions, and promotional offers.

• To send periodic updates, respond to inquiries, and provide customer support.

• To administer marketing campaigns and promotions, including offering incentives such as gift cards.

3. Sharing of Information

We do not sell or rent your personal information. However, we may share your information with:

• Trusted third-party service providers

• : For payment processing, data analytics, email communications, and marketing support.

• Legal authorities

• : When required by law or to protect our legal rights.

• Affiliated partners

• : In cases where a referral or affiliate program is involved.

All third parties are required to adhere to strict confidentiality and data security standards.

4. Your Privacy Rights

4.1 Opting Out

• You can opt-out of promotional communications by clicking the “unsubscribe” link in our emails or replying "STOP" to text messages.

4.2 California Residents (CCPA)

If you are a California resident, you have the right to:

• Access the personal information we hold about you.

• Request deletion of your personal information.

• Opt-out of the sale of your personal data (if applicable).

• To exercise these rights, contact us at

• [email protected]

• or text (626) 681-3380

• .

5. Security

We implement industry-standard measures to protect your personal information. While no system is completely secure, we work to ensure your data remains safe. Payment information is encrypted and processed by third-party providers.

6. Cookies and Tracking Technologies

We use cookies to:

• Improve your browsing experience.

• Analyze website traffic and performance.

You can control cookie settings in your browser. Note: Disabling cookies may limit certain features on the Site.

7. Minors

The Site and Services are intended for individuals aged 18 and older. We do not knowingly collect personal information from minors. If we discover that a minor has provided us with personal information, we will delete it promptly.

8. Promotions and Incentives

Participation in promotional offers, such as the "$20 Gift Card for Free Consultation," is voluntary. Gift cards will be provided to eligible participants within [3] days after attending the consultation. No purchase is required to receive the gift card.

9. Third-Party Links

The Site may contain links to external websites. We are not responsible for the privacy practices or content of those sites. Please review their policies before providing any personal information.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with the “Last Updated” date. Continued use of the Site after updates constitutes acceptance of the revised Privacy Policy.

11. Contact Us

If you have questions about this Privacy Policy or need assistance with your privacy rights, please contact us at:

• Email

• : [email protected]

• Phone/Text

• : (626) 681-3380

• Mailing Address

• :

• Montx Financial Group, LLC

• 2108 N St, Ste C

• Sacramento, CA 95816