Effective Date: 9/23/2025
Last Updated: 9/23/2025
Cradle to College Financial, LLC (“Cradle to College,” “we,” “our,” or “us”) respects your privacy and is committed to protecting personal information collected through our website and communications.
Information We Collect
When you visit our website or submit a form, we may collect information you voluntarily provide, including:
- Name
- Email address
- Phone number
- Message content
We may also collect limited technical information such as IP address, browser type, or cookies for website functionality and security.
How We Use Information
Information collected through our website may be used to:
- Respond to inquiries
- Communicate regarding financial planning or investment management services
- Schedule or confirm meetings
- Maintain internal records
- Comply with legal and regulatory obligations
Submitting information through this website does not establish an advisory relationship.
Text Messaging (SMS)
If you provide your phone number, you may receive SMS messages related to:
- Responding to inquiries you initiate
- Scheduling or confirming meetings
- Client service communications
Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP.
Information Sharing
We do not sell personal information. Information may be shared only as required by law or with service providers who assist in operating our business and are subject to confidentiality obligations.
Data Security
We take reasonable measures to protect personal information; however, no method of transmission or storage is completely secure.
External Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.
Updates to This Policy
This Privacy Policy may be updated periodically. Any changes will be posted on this page with an updated effective date.
Contact Information
If you have questions about this Privacy Policy, please contact: