Privacy Policy

Ironhaven Financial Partners, LLC

Last Updated: February 27, 2026

Introduction

Ironhaven Financial Partners, LLC (“Ironhaven,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website ironhavenfinancial.com, contact us by phone, email, or text message, or use any of our services.

Please read this Privacy Policy carefully. By accessing or using our website or services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.

Information We Collect

Information You Provide to Us

We may collect personally identifiable information that you voluntarily provide when you:

• Request a quote or consultation
• Fill out a contact form on our website
• Call, email, or text message us
• Submit an insurance application
• Become a client

This information may include:

• Contact Information: Name, email address, phone number, mailing address
• Demographic Information: Date of birth, gender, marital status, number of dependents
• Financial Information: Annual household income, mortgage amount, existing coverage details, investable assets
• Health Information: Smoking status, general health information relevant to insurance underwriting
• Property Information: Home address, vehicle information, property details relevant to insurance coverage
• Employment Information: Occupation, employer name

Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

• Browser type and version
• Operating system
• IP address
• Pages visited and time spent on pages
• Referring website addresses
• Device type and identifiers

We may use cookies, web beacons, and similar tracking technologies to collect this information.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide insurance services: Quoting, comparing, and placing insurance policies on your behalf
• To communicate with you: Responding to your inquiries, sending appointment confirmations and reminders, providing policy updates, and sending follow-up communications
• To send text messages: With your express consent, we may send you SMS text messages related to your insurance inquiry, appointment reminders, policy updates, and service communications (see SMS/Text Messaging section below)
• To improve our services: Analyzing how our website and services are used to improve your experience
• To comply with legal obligations: Meeting regulatory, legal, and compliance requirements in the insurance industry
• To protect our business: Detecting, preventing, and addressing fraud, security issues, and technical problems

SMS/Text Messaging

Consent

By providing your phone number and opting in to receive text messages from Ironhaven Financial Partners — whether through our website forms, verbally during a phone call, or by texting us directly — you consent to receive SMS text messages from us at the phone number you provided. These messages may include:

• Responses to your insurance inquiries
• Appointment confirmations and reminders
• Quote and policy information
• Follow-up communications related to your insurance needs
• Service updates and notifications

We do not sell, rent, or share your mobile phone number with third parties or affiliates for promotional or marketing purposes. Your mobile information will only be used to communicate with you regarding your insurance inquiries, policy information, appointment reminders, and other services you have requested from Ironhaven Financial Partners.

Message Frequency

Message frequency varies based on your interactions with us. You may receive messages in response to your inquiries, before and after scheduled appointments, and during the quoting and application process. We will not send more than 10 messages per month unless you are actively engaged in a quoting or application process.

Message and Data Rates

Message and data rates may apply. Check with your mobile carrier for details about your text messaging plan.

Opting Out

You may opt out of receiving text messages at any time by:

• Replying STOP to any text message you receive from us
• Calling us and requesting to be removed from text communications
• Emailing us at kyle@ironhavenfinancial.com with “STOP TEXT” in the subject line

After opting out, you will receive one final confirmation message. You will no longer receive text messages from us unless you opt in again. Opting out of text messages does not opt you out of other forms of communication (email, phone calls).

Help

For help with our text messaging program, reply HELP to any message or contact us at kyle@ironhavenfinancial.com.

Carriers

Text messaging services are supported by all major U.S. carriers. Carriers are not liable for delayed or undelivered messages.

How We Share Your Information

We do not sell your personal information. We may share your information with:

• Insurance carriers and underwriters: To obtain quotes, submit applications, and service your policies
• Service providers: Third-party companies that help us operate our business, such as our customer relationship management platform, email service providers, and website hosting providers. These providers are contractually obligated to protect your information
• Legal and regulatory authorities: When required by law, regulation, legal process, or governmental request
• Business transfers: In connection with a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Insurance records may be retained for a minimum of five years after the end of the client relationship, as required by Florida insurance regulations.

Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your information, subject to legal and regulatory retention requirements
• The right to opt out of certain communications

To exercise any of these rights, contact us using the information provided below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the “Last Updated” date at the top of this page. We encourage you to review this Privacy Policy periodically.

Contact Us

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

Ironhaven Financial Partners, LLC

Email: kyle@ironhavenfinancial.com

Website: ironhavenfinancial.com

This Privacy Policy is effective as of February 27, 2026.