Privacy Policy

Shared Prosperity Financial Privacy Policy
Effective Date: February 2, 2026

Shared Prosperity Financial Inc. (“Shared Prosperity Financial,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share personal information when you interact with us through our website, client services, and communications, including email, phone, and SMS text messaging.

Information We Collect

We may collect personal information including, but not limited to:

• Name
• Email address
• Phone number
• Mailing address
• Business and financial information provided in connection with our services
• Communications exchanged with us, including emails, phone calls, and text messages
• Documents, images, or files you provide related to your engagement

How We Use Personal Information

We use personal information to:

• Provide professional services such as accounting, bookkeeping, payroll, tax, and advisory services
• Communicate with clients regarding scheduling, document requests, service updates, and completion of work
• Respond to inquiries and provide customer support
• Maintain internal records related to client engagements
• Comply with legal, regulatory, and professional obligations

How We Share Personal Information

We do not sell personal information. We may share personal information only:

• With trusted service providers or vendors who assist us in operating our business and delivering services, subject to confidentiality obligations
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of our clients, our business, or others

SMS Text Messaging

If you consent to receive SMS messages from Shared Prosperity Financial Inc., those messages may include service-related communications such as appointment scheduling, document requests, status updates, and delivery notifications related to your engagement.

SMS consent is not shared with third parties or affiliates for marketing or promotional purposes.

Message and data rates may apply. You may opt out of receiving SMS messages at any time by replying STOP. For assistance, you may reply HELP or contact us directly.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, disclosure, or misuse. Clients may be directed to secure portals or folders for the formal submission and retrieval of sensitive documents.

Your Choices

You may request access to, correction of, or deletion of your personal information, subject to applicable laws and professional requirements. You may opt out of certain communications as described above.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Shared Prosperity Financial Inc.
8405 Conner Ridge Ln
RWhite@SharedProsperityFinancial.com
980-443-6263