Privacy Policy

We collect information you provide directly to us when you: • Fill out the contact form on our website • Subscribe to The Compass Newsletter • Use our free financial calculators or assessment tools • Communicate with us by email or phone The types of information we may collect include your name, email address, phone number, business name, and any other information you choose to provide. When you use our calculators, the inputs you enter are processed entirely in your browser and are not transmitted to or stored on our servers.

We use the information we collect to: • Respond to your inquiries and provide the services you request • Send The Compass Newsletter and other communications you have opted into • Improve our website, tools, and services • Comply with legal obligations We do not sell, trade, or rent your personal information to third parties. We do not use your information for automated decision-making or profiling.

If you subscribe to The Compass Newsletter, we will use your email address to send you periodic financial insights, tax planning updates, and business advisory content relevant to small and mid-sized businesses. You may unsubscribe from our newsletter at any time by clicking the "Unsubscribe" link in any email we send, or by contacting us directly at the address below. We will process your request promptly. We do not send unsolicited commercial email. Any email communication from us will be in response to a direct inquiry or a newsletter subscription you initiated.

We retain your contact information for as long as necessary to fulfill the purpose for which it was collected — typically for the duration of our business relationship and for a reasonable period thereafter for record-keeping purposes. If you request that we delete your information, we will do so unless we are required to retain it by law or for legitimate business purposes (such as resolving disputes or enforcing agreements).

Our website uses cookies and similar tracking technologies to understand how visitors use our site. This includes basic analytics such as page views, session duration, and referral sources. This data is aggregated and does not identify individual visitors. You can control cookie settings through your browser preferences. Disabling cookies may affect some functionality of the website, but will not prevent you from accessing our content or using our tools. We do not use advertising cookies or share analytics data with advertising networks.

Our website may use third-party services for analytics and communication purposes. These services have their own privacy policies governing the use of your information. We encourage you to review the privacy policies of any third-party services you interact with. We do not embed third-party advertising, social media tracking pixels, or data brokers on our website.

We take reasonable measures to protect the information you provide to us from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is completely secure. If you have reason to believe that your interaction with us is no longer secure, please contact us immediately using the information below.

Depending on your location, you may have certain rights regarding your personal information, including: • The right to access the personal information we hold about you • The right to request correction of inaccurate information • The right to request deletion of your information • The right to opt out of marketing communications at any time To exercise any of these rights, please contact us at the address below. We will respond to your request within 30 days.

Our website and services are directed to business owners and professionals. We do not knowingly collect personal information from children under the age of 13. If you believe we have inadvertently collected such information, please contact us and we will delete it promptly.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the updated policy on this page with a revised "Last Updated" date. We encourage you to review this policy periodically. Your continued use of our website after any changes to this policy constitutes your acceptance of the updated terms.

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: 406 Consulting Group Kalispell, MT Email: info@406consultinggroup.com We are committed to resolving any privacy concerns you may have and will respond to your inquiry within 5 business days.