Privacy Policy

Effective Date: May 20, 2026  |  Last Updated: May 20, 2026

This Privacy Policy describes how Joseph Fain McDaniel LLC collects, uses, and protects information when you visit josephfainmcdaniel.com (the "Site"), engage with our services, or communicate with us — including via SMS text message.

By using this Site or submitting your information, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following ways: directly from you when you submit our contact form, initiate a chat through our website chat widget, complete a consultation booking, or communicate with us by email or phone; and automatically through cookies and analytics tools when you browse our website.

Personal Information

• Name, email address, phone number, physical address
• Payment information when you make a purchase or request a quote
• 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

Customer Communication

• Records of inquiries and service requests
• Appointment details and preferences
• Service history and feedback

2. How We Use Your Information

We use collected data for:

• Responding to inquiries submitted through our website chat widget
• Sending transactional SMS messages directly in response to chat inquiries you initiate
• Sending appointment reminders and confirmations for consultations you have booked
• Routing your inquiry to the appropriate team member for follow-up
• Enhancing website functionality and user experience
• Ensuring security and fraud prevention
• Maintaining records of your communication preferences and consent

3. SMS Messaging & Compliance

Text Message Program Terms & Conditions

By submitting your phone number through our website chat widget, contact form, or consultation booking form, you agree to receive transactional SMS text messages. These include direct responses to chat or contact form inquiries you initiate and appointment reminders related to consultations you have booked. All messages are transactional in nature — triggered by your own actions, not unsolicited outreach.

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 immediately

Message Frequency & Content

• Messages are sent only in response to actions you take — initiating a chat or booking a consultation
• Consultation reminder messages are sent prior to your scheduled appointment
• We do not send promotional content, broadcasts, or unsolicited messages

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 AT&T, Verizon, T-Mobile, Sprint, and most regional carriers

4. Information Sharing & Disclosure

We Do Not Sell Your Data

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties for marketing or promotional purposes. Your information will never be sold, exchanged, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the services you have requested.

Limited Sharing With Service Providers

We may share your information with trusted third-party providers who assist us in operating our website and delivering our services, so long as those parties agree to keep your information confidential. These providers include:

• GoHighLevel (CRM platform) — for managing client communications, consultation bookings, and relationship management
• Twilio / SMS aggregators — solely for delivering text messages you have explicitly opted into receiving
• Website hosting providers — solely for hosting josephfainmcdaniel.com and its content
• Google Analytics — for analyzing site traffic and improving website performance
• Calendar and booking platforms — solely for scheduling and managing consultations you have booked
• Payment processors — solely for securely processing payments for services you have purchased

All service providers are contractually obligated to keep your information confidential and may only use it to perform services on our behalf.

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
• In such cases, your data remains protected under the terms of this policy

5. Data Security

We implement and maintain reasonable security measures to protect your personal information:

• Encryption of sensitive data in transit and at rest
• Secure access controls and authentication mechanisms
• Regular security assessments and updates
• Employee training on data protection
• Breach notification protocols in accordance with applicable laws
• Secure backup systems and disaster recovery procedures

Despite these measures, no method of transmission over the Internet or electronic storage is 100% secure. We strive to use commercially acceptable means to protect your personal information but cannot guarantee absolute security.

6. Cookies & Tracking Technologies

We use cookies and similar technologies to:

• Analyze site traffic and user behavior
• Remember your preferences
• Improve website functionality and user experience
• Measure the effectiveness of our services

You may control cookies through your browser settings. Disabling cookies may limit your ability to use certain features of our website.

7. Your Rights & Choices

You have the right to:

• Access, update, or delete your personal information
• Opt out of marketing emails by clicking "unsubscribe" in our emails
• Opt out of SMS messages by replying "STOP"
• Request information on how we process your data
• Withdraw consent at any time for future communications
• Lodge a complaint with a supervisory authority if you believe your rights have been violated

To exercise these rights, please contact us using the information in Section 10.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies. This Privacy Policy applies only to information collected by Joseph Fain McDaniel LLC.

9. 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. For significant changes, we will notify you by email or through a notice on our website.

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

Joseph Fain McDaniel LLC
Phone: 1-605-600-2527
Email: [email protected]
Website: josephfainmcdaniel.com
Address: 958 Kapahulu Ave. STE 100 PMB 936, Honolulu, HI 96816

By using our website and services, you consent to this Privacy Policy.