Privacy Policy

1. Information We May Collect

Depending on how you use this website, we may collect:

• Contact information, including your name, email address, telephone number and mailing address.
• Information you voluntarily submit through contact forms, appointment requests, questionnaires or email.
• Technical information such as IP address, browser type, device type, operating system, referring pages and website activity.
• Cookie, analytics and similar technology data used to understand website performance and visitor interactions.
• Records of communications between you and Jim Sloan & Associates, LLC.

Please do not submit Social Security numbers, account credentials, complete financial account numbers or other highly sensitive information through an ordinary website contact form or unencrypted email.

2. How We May Use Information

• To respond to questions and appointment requests.
• To provide information about our services.
• To operate, maintain, secure and improve this website.
• To understand website traffic and usage patterns.
• To communicate with you when permitted by law and consistent with your preferences.
• To comply with legal, regulatory, contractual and recordkeeping obligations.
• To detect or prevent fraud, misuse, security threats and unlawful activity.

3. Cookies and Analytics

This website may use cookies, pixels, analytics services and similar technologies. These tools may remember preferences, help pages function, measure traffic and show how visitors interact with the website.

You can adjust cookie controls through your browser. Blocking cookies may affect the operation of certain website features.

4. When Information May Be Shared

Information may be shared when reasonably necessary with:

• Website hosting, technology, analytics, communications and security providers.
• Professional advisers, compliance providers, regulators or governmental authorities.
• Financial or insurance organizations when requested or authorized by you and permitted by law.
• Parties involved in a business reorganization, merger, acquisition or transfer.
• Other parties when disclosure is required by law or necessary to protect legal rights and safety.

We do not knowingly sell personal information collected through this website for monetary payment.

5. Third-Party Websites

This website may link to third-party websites, tools or services. Jim Sloan & Associates, LLC does not control those third parties or their privacy practices. Review their policies before submitting information.

6. Data Security and Retention

We use reasonable administrative, technical and physical safeguards appropriate to the information under our control. No internet transmission or storage system can be guaranteed completely secure.

Information may be retained for as long as reasonably necessary to fulfill the purposes described here and satisfy legal, regulatory, compliance, dispute-resolution and recordkeeping requirements.

7. Your Privacy Choices

Subject to applicable law, you may ask to access, correct or delete certain personal information, obtain a copy of qualifying information, or opt out of certain processing. You may also appeal a decision concerning a qualifying privacy request.

To submit a request, email jim@jimsloan.com or call 281.675.5980. We may need to verify your identity before completing a request.

8. Children’s Privacy

This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website.

9. Changes to This Policy

We may revise this policy as our website, business practices or legal obligations change. The current version will appear on this page.