Effective Date: August 18, 2025
IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA
Noah Thompson ("we," "us," or "our") does not share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct financial advisory services. All text messaging opt-in data is kept strictly confidential.
Information We Collect
We collect the following types of information:
Personal Information: Your name, email address, phone number, physical address, Social Security number, date of birth, financial account details, and opt-in records and timestamps for all communication channels (SMS, email, etc.).
Non-Personal Information: IP address, browser type, device information, website usage patterns, and analytics. Cookies and similar technologies.
Client Communication: Records of inquiries, financial planning requests, appointment details, service history, and client feedback.
How We Use Your Information
We use collected data to:
Provide and improve our financial advisory, retirement planning, investment management, tax and estate planning, and coaching services.
Process payments and manage client accounts.
Communicate with you about your inquiries, appointments, financial plan updates, and relevant service information.
Enhance website functionality and user experience.
Ensure security and fraud prevention.
Maintain records of your communication preferences and consent.
SMS Messaging & Compliance
Text Message Program Terms & Conditions
By opting into our SMS messaging services, you agree to receive text messages related to our financial advisory services, including appointment reminders, financial updates, and client support.
Opt-In & Consent: You will only receive messages if you have explicitly opted in. We maintain timestamped records of all opt-in actions. We comply with the Telephone Consumer Protection Act (TCPA) and all applicable laws.
Opt-Out Instructions: You can cancel SMS notifications at any time by replying "STOP". You will receive a final confirmation message, and no further messages will be sent unless you re-opt in. All opt-out requests are processed within 24 hours.
Message Frequency & Content: Message frequency varies based on your interactions with our services and your financial planning status. Messages will be directly related to the services you have requested. We do not send promotional content without specific consent.
Help & Support: Reply "HELP" for assistance or contact us at [email protected]. Customer support is available during regular business hours.
Carrier Information: Standard message and data rates may apply. Carriers are not liable for delayed or undelivered messages. Supported carriers include major U.S. providers.
SMS Data Protection Statement
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as client support, is permitted. All other use cases exclude text messaging opt-in data and consent; this information will not be shared with any third parties except aggregators and providers of the text messaging services. We implement strict data protection measures to safeguard your SMS opt-in information and consent records.
Information Sharing & Disclosure
We do not sell, rent, or trade personal information. We may share information only as permitted or required by law with:
Affiliates: To provide client service, account maintenance, or inform you about other financial products or services that may benefit you.
Service Providers: Third-party vendors who assist in our operations (e.g., payment processors, financial software providers). SMS aggregators and providers solely for delivering messages you’ve consented to receive. All service providers are contractually obligated to maintain confidentiality and security.
Legal Compliance: If required by law, legal process, or to protect our rights. In response to valid law enforcement requests or court orders.
Business Transfers: In case of mergers, acquisitions, or sale of assets. Your data remains protected under this policy.
All the above categories exclude text messaging opt-in data and consent; this information will not be shared with any third parties except aggregators and providers of the text messaging services.
Data Security
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal information. These include locked files, user authentication, encryption, and firewall technology. Despite these measures, no method of transmission over the Internet is 100% secure. We strive to use commercially acceptable means to protect your personal information but cannot guarantee absolute security.
Cookies & Tracking Technologies
We use cookies and similar technologies to analyze site traffic, remember your preferences, and improve website functionality. You may control cookies through your browser settings.
Your Rights & Choices
You have the right to access, update, or delete your personal information, opt-out of marketing communications, and withdraw consent at any time. To exercise these rights, please contact us at:
Noah Thompson
Financial Advisor, Evansville
OneIndiana Financial Group
4906 Temple Ave.
Evansville, IN 47715
Phone: (812) 205-4331
Email: [email protected]
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices. This privacy policy applies only to information collected by Noah Thompson.
Changes to This Privacy Policy
We may update this policy periodically. The latest version will always be available on our website with the effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
Noah Thompson
Financial Advisor, Evansville
OneIndiana Financial Group
4906 Temple Ave.
Evansville, IN 47715
Phone: (812) 205-4331
Email: [email protected]
Website: https://nthompsonplanning.com/
By using our website and services, you consent to this Privacy Policy.