Privacy Policy
Prosspo Financial LLC (“Prosspo Financial,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website, communicating with us, or requesting information about our financial services.
This Privacy Policy explains how we may collect, use, disclose, and protect information obtained through our website and related communications.
1. Information We Collect
We may collect information that you voluntarily provide to us, including:
Name
Email address
Phone number
State or location
Information submitted through contact, consultation, or financial blueprint forms
Information about the financial topics, products, or services you are interested in
Communications you send to Prosspo Financial
Please do not submit sensitive financial information, account credentials, Social Security numbers, banking information, or other confidential financial records through general website contact forms unless specifically requested through an appropriate secure method.
We may also automatically collect certain technical information when you use our website, such as:
IP address
Browser and device type
Operating system
Referring website
Pages visited
Date and time of visits
General website usage and interaction data
2. How We Use Your Information
We may use information collected through the website to:
Respond to inquiries and requests
Schedule or provide consultations
Understand your interests and financial priorities
Provide information about relevant financial products and services
Communicate with you about Prosspo Financial
Improve our website, services, and user experience
Maintain website security and prevent misuse
Comply with applicable legal and regulatory obligations
Information submitted through our website does not automatically establish a financial advisor-client relationship.
3. Financial and Personal Information
Prosspo Financial understands that financial information can be sensitive. Information provided during a formal financial consultation, application, or engagement may be subject to additional privacy notices, disclosures, agreements, or policies depending on the financial product, provider, and applicable regulations.
The general forms available on this website should not be used to transmit highly sensitive financial or identity information unless expressly instructed by Prosspo Financial.
4. How We Share Information
We do not sell your personal information.
We may disclose information when reasonably necessary to operate our business or provide requested services, including to:
Financial and insurance providers
Technology and website service providers
Scheduling and communication platforms
Professional advisors and service providers
Regulatory or governmental authorities when legally required
When exploring or applying for a particular financial or insurance product, additional information may be provided directly to the applicable financial institution, insurance carrier, or other provider as necessary to evaluate or process the request.
These third parties may maintain their own privacy policies and data-handling practices.
5. Financial and Insurance Providers
Prosspo Financial works with an established network of financial and insurance providers.
If you choose to explore or apply for a product offered by a third-party provider, that provider may separately collect, process, and retain your information according to its own privacy policies, regulatory requirements, and contractual obligations.
Prosspo Financial is not responsible for the privacy practices of independent third-party providers.
6. Cookies and Website Analytics
Our website may use cookies and similar technologies to help the website function properly, understand how visitors use the site, measure performance, and improve the visitor experience.
These technologies may collect information such as browser type, device information, pages viewed, and interactions with the website.
You may be able to disable or manage cookies through your browser settings. Disabling certain cookies may affect some website functionality.
7. Third-Party Services and Links
Our website may contain links to third-party websites, social media platforms, financial institutions, insurance providers, scheduling services, or other external services.
When you leave our website, the privacy practices of the external website or service will apply.
Prosspo Financial does not control and is not responsible for the privacy practices, security, content, or policies of third-party websites.
8. Data Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no internet transmission or electronic storage system can be guaranteed to be completely secure. You should use appropriate caution when transmitting personal or financial information electronically.
9. Data Retention
We may retain personal information for as long as reasonably necessary to:
Respond to your inquiry
Maintain our relationship with you
Provide requested services
Maintain appropriate business records
Satisfy legal, regulatory, compliance, or contractual obligations
Resolve disputes or enforce agreements
Retention periods may vary depending on the nature of the information and the services involved.
10. Your Privacy Choices
Depending on where you live and applicable law, you may have certain rights regarding your personal information.
These may include the right to request:
Access to personal information we maintain about you
Correction of inaccurate information
Deletion of certain personal information
Information about how your personal information is used or disclosed
Withdrawal from certain communications
Some requests may be subject to legal, regulatory, recordkeeping, or other permitted exceptions. To make a privacy-related request, contact us using the information provided below.
11. Email and Marketing Communications
If you receive promotional or informational emails from Prosspo Financial, you may request to stop receiving marketing communications at any time.
You may use an unsubscribe option provided in the communication, when available, or contact us directly.
We may still send non-promotional communications when necessary to respond to requests, provide services, or satisfy legal or administrative requirements.
12. Children’s Privacy
This website is intended for adults and is not designed to collect personal information directly from children.
Our financial services may include planning strategies concerning children or families, but parents, guardians, or other authorized adults should provide any necessary information concerning minors.
If we learn that personal information has been collected directly from a child inappropriately, we will take reasonable steps to address the situation.
13. U.S. and Canadian Visitors
Prosspo Financial may provide services to individuals located throughout the United States and Canada.
Privacy rights and requirements can vary depending on jurisdiction. Where applicable privacy laws provide additional rights concerning personal information, Prosspo Financial will address qualifying requests in accordance with applicable requirements.
Certain financial products or services may also be subject to separate regulatory privacy requirements and disclosures.
14. Do Not Submit Confidential Information Through General Forms
For your protection, please do not submit highly sensitive information through standard website forms, including:
Social Security numbers
Tax identification numbers
Bank account numbers
Credit or debit card information
Account passwords
Complete financial statements
Government identification documents
If this information is required as part of a financial or insurance application, Prosspo Financial or the applicable provider will provide instructions regarding an appropriate submission method.
15. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes to our website, business practices, services, technologies, or applicable requirements.
When changes are made, the updated version will be posted on this page and the “Last Updated” date will be revised. We encourage visitors to review this Privacy Policy periodically.
16. Contact Us
If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:
Prosspo Financial LLC
Email: wealthmanager@prosspofin.com
Phone: +1 (214) 872-0117
Wylie, Texas, United States
Website: prosspofin.com