Privacy Policy

Liberty Healthcare Financial Strategist, powered by Liberty SeniorTax Accountant and CFO Advisor LLC Effective date: June 3, 2026 This Privacy Policy explains how Liberty SeniorTax Accountant and CFO Advisor LLC, operating as Liberty Healthcare Financial Strategist ("Liberty," "we," "us," or "our"), collects, uses, and protects information when you interact with us, including by phone, email, and text message (SMS). Information we collect We may collect information you provide or that is necessary to deliver our services, including your name, job title, organization, business email address, business phone number, and details about your inquiry or scheduling preferences. We collect this information when you engage with our outreach, agree to schedule a consultation, or otherwise communicate with us. How we use your information We use your information to respond to inquiries, schedule and confirm consultations, send appointment reminders and related follow-up communications, and provide the consulting services you request. We use it only for the purposes described here. Mobile information and text messaging No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories mentioned in this section exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. If you opt in to receive text messages from us, we use your mobile number only to send you scheduling links, appointment confirmations and reminders, and related follow-up messages connected to your inquiry. Message frequency varies based on your engagement with us. Message and data rates may apply. You can opt out at any time by replying STOP, and reply HELP for assistance. How we share information We do not sell your personal information. We do not share your mobile phone number or text-messaging consent with third parties for their own marketing purposes. We may share limited information with service providers who help us operate our business (for example, scheduling, telephony, email, and analytics providers) solely so they can perform services on our behalf, under obligations of confidentiality. We may disclose information where required by law. Data retention and security We retain information for as long as needed to provide our services and meet legal and business requirements, and we use reasonable administrative and technical safeguards to protect it. Your choices You may opt out of text messages at any time by replying STOP. You may request that we update or delete your information, or stop contacting you, by emailing us at the address below. Changes to this policy We may update this Privacy Policy from time to time. Material changes will be reflected by an updated effective date on this page. Contact us Liberty Healthcare Financial Strategist Attn: Melissa Frierson Email: melissa@libertyrcm.com Phone: (843) 713-8809 This page is provided as a general template and does not constitute legal advice. Liberty should have it reviewed by a qualified attorney to confirm it meets all applicable federal and state requirements before publishing.