Privacy Policy

01Who We Are

Crestview Financial Services, a DBA of Passiveearning LLC ("Crestview," "we," "us," or "our"), is a financial services company. This Privacy Policy explains how we collect, use, share, and protect information when you visit our website at passiveearninginfo.com, fill out a form, become a client, or communicate with us, including by text message (SMS).

02Information We Collect

We collect information you provide directly to us, including:

• Contact details: name, email address, phone number
• Financial service inquiries and goals you share with us
• Billing and payment details related to services rendered
• Communications and consent preferences you provide via our website form, email, or phone

We may also automatically collect limited technical information (such as browser type and pages visited) when you use our website, for the purpose of improving our services.

03How We Use Your Information

We use the information we collect to:

• Provide, manage, and improve our financial services
• Nurture leads and follow up with prospective clients
• Schedule and confirm appointments
• Send billing, invoice, and payment confirmations
• Send schedule confirmations related to your service appointments
• Respond to inquiries and provide customer support
• Comply with applicable legal and regulatory obligations

04SMS / Text Messaging Privacy

Our web form offers two separate SMS consent checkboxes. You may check either, both, or neither — checking one does not require checking the other, and neither is required to submit the form.

• Transactional messages: appointment reminders, billing/invoice reminders, payment confirmations, and schedule confirmations related to services you have requested.
• Marketing & promotional messages: lead nurturing follow-ups and informational messages from Crestview Financial Services.

This SMS privacy section works together with our Terms & Conditions, which also govern your use of our text messaging program.

05How We Share Information

We do not sell your personal information. We may share information with trusted service providers who help us operate our business (such as scheduling, billing, or communication platforms), solely to support the services described in this policy, and only to the extent necessary for them to perform their function. We may also disclose information if required by law, regulatory authority, or to protect our legal rights.

06Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to operate properly, remember your preferences, and understand how visitors use our site. This may include:

• Essential cookies: required for core website functionality, such as loading pages and processing form submissions.
• Analytics cookies: help us understand site traffic and usage patterns so we can improve our website. These may be set by third-party analytics providers.

We do not use cookies or tracking technologies to collect SMS opt-in consent or phone numbers; that information is collected solely through the explicit checkboxes on our web form, as described in Section 04 above. You can control or disable cookies through your browser settings, though disabling them may affect how parts of our website function.

07Data Security

We use reasonable administrative and technical safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. Given the nature of financial services, we take extra care to handle your information responsibly.

08Your Choices

You may opt out of SMS communications at any time by replying STOP. You may also request access to, correction of, or deletion of your personal information by contacting us using the details below.

09Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "Last updated" date.