Privacy
Policy

1. Scope of this policy

This policy describes information collected through this Fenceline Financial informational website, including its temporary HostGator address. It covers website visits and inquiries, not the separate applications, underwriting, account services, or privacy practices of insurance carriers and other financial service providers. Those services may have their own notices.

2. Information you provide

Our contact form requires your first name, last name, telephone number, email address, and selected inquiry topic. The topics cover consultations, life insurance and family protection, retirement and wealth planning, education and legacy planning, business owner strategies, and other questions. When you contact us directly, your communication may include additional information you choose to share.

Please do not send Social Security numbers, payment information, passwords, medical records, or detailed financial documents through the form or ordinary email. Ask for an appropriate secure method if such information is needed.

3. How your inquiry is used

We use the information you submit to respond, discuss your selected topic, coordinate a requested consultation, and maintain records of that correspondence. Sending the form does not create an account, purchase a product, or automatically schedule an appointment. It does not enroll you in an automated marketing text program.

4. Hosting, email, and technical information

The website is hosted by HostGator. Form submissions are sent by email to advisor@fenceline.com, and the email system processes and stores those messages. The form itself does not save submissions in a website database.

Hosting and email providers may process technical information such as IP addresses, browser or device information, requested pages, timestamps, and delivery or error records. The form also uses an address-derived security identifier and request timestamps to limit repeated submissions. This helps protect the site against misuse.

5. Cookies and website features

The current website does not include advertising pixels, behavioral advertising tools, third-party analytics scripts, or an account-login system. Its fonts and images are served with the site. Hosting infrastructure may use technical cookies or similar mechanisms to operate or protect the service. Your browser may also cache website files.

The Resources checklist works in the page you are viewing; its selections are not submitted to Fenceline Financial. External websites reached through source links have their own cookie and privacy practices.

6. Access and sharing

Inquiries are available to the people handling Fenceline Financial communications and to hosting, email, and technical providers as needed to operate these services. Information may also be disclosed when required by applicable law or necessary to address fraud, security incidents, or legal claims. This website does not provide a mechanism to sell contact-form information or share it for targeted advertising.

7. Retention and security

Inquiry emails and correspondence may remain in business email records and provider backups. Retention depends on the purpose of the communication, applicable recordkeeping obligations, and provider settings. We do not promise a fixed deletion period for every record.

The hosted site uses HTTPS for transmission between your browser and the website. No website or email system can guarantee complete security. Do not use the contact form for confidential account instructions or urgent transactions.

8. Your choices and requests

You may choose not to submit the form. To ask about information you provided, request a correction or deletion, or ask us to stop optional follow-up, contact us using the details below. We may need to verify your identity before acting. Applicable legal obligations, recordkeeping requirements, and technical backup limitations may affect a request. Privacy rights vary by location; nothing in this policy limits rights provided by applicable law.

9. Children and changes

This website is intended for adults seeking information about planning and protection. It is not directed to children under 13. If you believe a child has submitted personal information, contact us so we can address it. We may update this policy as the website or its information practices change. The date on this page identifies the latest revision.

10. Contact about privacy

Contact Fenceline Financial at advisor@fenceline.com, call (503) 347-1371 or (323) 707-4506, or use our contact form.