Privacy Policy

This Privacy Policy explains how Sheafor Financial LLC (“Sheafor Financial,” “we,” “us,” or “our”) collects, uses, and shares information when you visit sheaforfinancial.com (the “website”), send us an inquiry, or chat with us through the website.

What this policy covers

This policy applies to the website and to the communications that begin there, such as inquiry form submissions, live chat conversations, and the emails that follow from them.

It does not describe how we handle financial records, payroll data, account access, or other information you share with us after you become a client. That information is handled under the separate written agreement for your engagement and the practices we communicate to you as part of that engagement.

Information you give us

Inquiry form

When you submit the inquiry form, we collect:

• Your business name
• Your name
• Your email address
• The service you are asking about, if you select one
• Any message you choose to include

Please do not include Social Security numbers, bank account details, passwords, or other sensitive financial information in the form. If we need that kind of information later, we will arrange a more appropriate way to receive it.

Live chat

If you use the chat window on the website, we receive the messages you send and any details you choose to share in the conversation, such as your name or email address. The same guidance applies: please do not share sensitive financial information in chat.

Emails and other messages

If you email us directly or reply to one of our messages, we receive your email address, the contents of your message, and any attachments you send.

Information collected automatically

Like most websites, ours relies on service providers that receive some technical information when your browser loads a page. This can include your IP address, browser and device type, the pages you request, the referring page, and the date and time of the request. This information is generally used to deliver the website, keep it running reliably, and protect it against misuse.

The live chat tool may also store cookies or similar identifiers in your browser so it can keep your conversation connected across pages and visits. More detail is in the cookies section below.

How we use information

We use the information described above to:

• Respond to your inquiry or chat message
• Understand what your business needs and whether our services may be a good fit
• Schedule and follow up on conversations you request
• Operate, maintain, and secure the website
• Keep records of our communications with you
• Comply with legal obligations and protect our rights where necessary

We do not sell the information you submit through the website. Submitting an inquiry does not sign you up for a marketing list.

Service providers we use

We rely on a small number of service providers to run the website and handle communications. They process information on our behalf to provide their services:

• Vercel hosts the website and processes the technical request information described above when pages load.
• Resend delivers inquiry form submissions to our inbox by email.
• Crisp provides the live chat window and stores chat conversations.
• Supabase stores and serves the content of our blog.
• Google Fonts supplies the typefaces used on the website, which means your browser requests font files from Google when pages load.

Each provider has its own privacy policy describing how it handles information. We may update this list as the tools behind the website change.

Other situations where information may be shared

We may also disclose information:

• When we believe it is required by law, regulation, subpoena, or other legal process
• To protect the rights, safety, or property of Sheafor Financial, our clients, or others
• In connection with a merger, sale, or transfer of all or part of our business, subject to appropriate confidentiality protections
• With your permission or at your direction

Cookies and similar technologies

The live chat tool uses cookies or similar browser storage to identify your chat session so conversations can continue as you move around the site or return later. Our hosting and font providers may also log technical request information as part of serving the website.

Most browsers let you block or delete cookies through their settings. If you block cookies, the chat window may not work as expected, but the rest of the website and the inquiry form should still be available.

How long we keep information

We keep inquiry and chat information for as long as reasonably needed to respond to you, maintain a record of our communications, and meet any legal, accounting, or business obligations. How long that is can vary depending on the nature of the communication and whether you become a client.

How we protect information

We use reputable service providers and take reasonable steps to limit who can access information submitted through the website. No website, email system, or method of transmission is completely secure, so we cannot guarantee the security of information you send online. This is one reason we ask you not to include sensitive financial information in the inquiry form or chat.

Your choices

• You can choose not to submit the inquiry form or use the chat window.
• You can block or delete cookies in your browser settings.
• You can ask us to access, correct, or delete information you submitted through the website by contacting us using the details below. We will review and respond to requests as required by the laws that apply to us.

Depending on where you live, you may have additional rights under local law. If you contact us about a privacy request, we may need to verify your identity before acting on it.

Children

The website is intended for business owners and other adults. It is not directed to children, and we do not knowingly collect information from children through it.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the effective date shown at the top.

Contact us

If you have questions about this policy or how we handle information submitted through the website, please email hello@sheaforfinancial.com.