PRIVACY POLICY

Effective Date: May 24, 2026

Martinez Financial Group Strategies LLC (“MFG Strategies,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, mfgstrategies.com (the “Site”), or engage our strategic financial advisory and consulting services.

By using our Site or services, you agree to the collection and use of information in accordance with this policy.

1. INFORMATION WE COLLECT

We collect personal information (such as name and email address) and financial data required for service delivery (including QuickBooks access and tax records). In the course of providing fractional CFO leadership, strategic financial planning, bookkeeping, and tax optimization strategies, we may collect the following types of information:

  • Personal Identification Information: Name, email address, phone number, physical address, and government-issued identification numbers (e.g., SSN or EIN) for tax strategy purposes.
  • Business and Financial Information: Financial statements, bank records, payroll data, revenue models, expense reports, and other internal business data necessary for diagnosing and implementing financial systems, including financial data you provide or authorize access to through platforms such as QuickBooks and tax documentation/records.
  • Technical Data: IP address, browser type, operating system, and usage patterns collected through cookies and similar tracking technologies when you interact with our Site.

2. HOW WE COLLECT INFORMATION

We collect information through various methods, including:

  • Direct Interaction: Information you provide when filling out forms on our Site, subscribing to our communications, or during consultations and service onboarding.
  • Automated Technologies: As you navigate our Site, we may use cookies or web beacons to collect technical data about your equipment and browsing actions.
  • Third-Party Sources: We may receive information from financial institutions, payroll providers, or software integrations (e.g., QuickBooks, payroll platforms) that you authorize to connect with our services.

3. USE OF YOUR INFORMATION

We use the information we collect to provide our "wealth with wisdom" strategic approach, specifically for:

  • Service Delivery: Executing fractional CFO duties, performing bookkeeping and financial reporting, and developing custom revenue and tax optimization strategies.
  • Business Operations: Setting up back-end operations and ensuring financial stability and structure for your business.
  • Payments: Processing payments and administering billing.
  • Communication: Providing updates, responding to inquiries, and communicating service-related updates.
  • Compliance: Meeting legal, regulatory, and tax obligations as required by federal and state authorities.

4. DISCLOSURE OF YOUR INFORMATION

MFG Strategies does not sell your personal or business information to third parties. We may share your information only with necessary third-party service providers (e.g., payment processors and accounting software providers) under strict confidentiality, and in the following circumstances:

  • Service Providers: With trusted third-party vendors who assist us in operating our business (e.g., secure cloud storage, financial software providers, and payment processors), provided they are bound by confidentiality agreements.
  • Professional Advisors: With your consent, we may share data with your legal counsel or other authorized representatives.
  • Legal Requirements: If required by law, subpoena, or a government investigation to comply with legal processes or protect the rights and safety of MFG Strategies and our clients.

Mobile Information Non-Sharing: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. This includes text messaging originator opt-in data and consent, which will not be shared with any third parties.

5. DATA SECURITY

We implement comprehensive administrative, technical, and physical safeguards designed to protect the confidentiality, integrity, and availability of client data. This includes TLS encryption for data in transit, AES-256 encryption for data at rest where applicable, multi-factor authentication (MFA) requirements for internal access, and regular vulnerability assessments to ensure resilience against unauthorized access. This also includes the use of encrypted document portals and secure communication channels. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. THIRD-PARTY LINKS

Our Site may contain links to third-party websites. MFG Strategies is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party service you visit.

7. CHILDREN’S PRIVACY

Our services are directed to business owners and individuals seeking financial strategy. We do not knowingly collect personal information from children under the age of 18.

8. YOUR CHOICES AND OPT-OUTS

Client Responsibilities: Clients are responsible for maintaining the security of their login credentials.

SMS/Text Messaging (A2P): By providing your mobile phone number, you opt-in and give consent to receive SMS text messages from Martinez Financial Group Strategies LLC regarding account updates, service notifications, and strategic insights. Messaging and data rates may apply. You can opt-out at any time by replying STOP.

You may opt out of receiving promotional emails from us by following the "unsubscribe" link in those emails. Please note that even if you opt out of marketing, we will continue to send you administrative or service-related communications necessary for our ongoing professional relationship.

9. CHANGES TO THIS PRIVACY POLICY

Cookies: Our Site uses standard website cookies for analytics and to help us understand how visitors use the Site.

Policy Updates: MFG Strategies reserves the right to update or change this Privacy Policy at any time. Any changes will be posted on the website (and/or on this page) with an updated "Effective Date." Your continued use of our services after such modifications constitutes your acknowledgment of the modified policy.

10. GOVERNING LAW

This Privacy Policy and all matters relating to your data privacy are governed by the laws of the State of Texas, without regard to its conflict of law principles.

11. CONTACT US

If you have questions or concerns regarding this Privacy Policy or our data handling practices, please contact:

Martinez Financial Group Strategies LLC
Email: info@mfgstrategies.com
Website: mfgstrategies.com