Privacy Policy

Draft for review. This text is a working outline and must be reviewed and completed by qualified legal counsel before publication.

Information we collect

When you submit a form on this site, we collect the information you choose to provide — typically your name, email address, phone number, the subject you are interested in, and any message you write. We do not ask for sensitive personal or financial account details through this website.

How information is used

• To respond to your inquiry and arrange a consultation.
• To provide information about products and services you asked about.
• To meet recordkeeping obligations that apply to our work.

Sharing

We do not sell your information. Information may be shared with insurance carriers or service providers only as needed to process a request you have initiated, or where required by law.

Retention and security

Information is retained only as long as needed for the purposes above or as required by applicable recordkeeping rules, and reasonable administrative and technical safeguards are used to protect it. No method of transmission over the internet is entirely secure.

Your choices

You may request access to, correction of, or deletion of the information you have provided, and you may opt out of further contact at any time by replying to any message or contacting us directly.

Contact

Gray Halstead Financial LLC · Texas. Reach us through the contact form on this site and we will follow up with you.