H&J Financial Solutions

Privacy Policy

Last updated: September 26, 2026

This Privacy Policy explains how H&J Financial Solutions ("we," "us," or "our") collects, uses, and protects the information you share when you visit our pages, take our assessments, fill out our forms, or book a call with us.

Information we collect

  • Contact details you provide, such as your name, email address, and phone number.
  • Your answers to our Business Financial Health Assessment and any other forms you complete.
  • Appointment details when you schedule a call.
  • Basic technical and usage information, such as browser type, pages visited, and how you found us (for example, campaign or referral tags), collected through cookies and similar tools.

How we use your information

  • To deliver your assessment results and recommendations.
  • To respond to your requests and to schedule, confirm, and remind you about appointments.
  • To send the emails and text messages you agreed to receive.
  • To understand how visitors find and use our pages so we can improve them and measure our advertising.

We do not sell your personal information.

Text messages (SMS)

If you opt in, we may send text messages about your assessment results, your appointments, and next steps. If you separately opt in to marketing messages, we may also send occasional offers and updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. Agreeing to receive text messages is not a condition of taking the assessment or buying any service.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.

Email

You can unsubscribe from our emails at any time using the link at the bottom of any message.

How we share information

We share information only with service providers that help us run our business, such as our CRM, scheduling, email, text messaging, and analytics platforms, and only as needed to provide our services. We may use advertising tools, such as the Meta pixel, to measure how our ads perform. We may also disclose information when required by law.

Cookies

Our pages use cookies and similar technologies for basic functionality, analytics, and ad measurement. You can control or delete cookies through your browser settings.

Security and retention

We use reasonable safeguards to protect your information and keep it only as long as needed for the purposes described here or as required by law.

Your choices

You may ask us to access, correct, or delete your personal information at any time by contacting us using the details below.

Children

Our services are intended for business owners and are not directed to anyone under 18.

Changes to this policy

We may update this policy from time to time. The date at the top shows the latest version.

Contact us

H&J Financial Solutions
13010 Morris Road, Suite 600
Alpharetta, GA 30004
[email protected]
678-661-5700

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H&J Financial Solutions

Privacy Policy

Last updated: September 26, 2026

This Privacy Policy explains how H&J Financial Solutions ("we," "us," or "our") collects, uses, and protects the information you share when you visit our pages, take our assessments, fill out our forms, or book a call with us.

Information we collect

  • Contact details you provide, such as your name, email address, and phone number.
  • Your answers to our Business Financial Health Assessment and any other forms you complete.
  • Appointment details when you schedule a call.
  • Basic technical and usage information, such as browser type, pages visited, and how you found us (for example, campaign or referral tags), collected through cookies and similar tools.

How we use your information

  • To deliver your assessment results and recommendations.
  • To respond to your requests and to schedule, confirm, and remind you about appointments.
  • To send the emails and text messages you agreed to receive.
  • To understand how visitors find and use our pages so we can improve them and measure our advertising.

We do not sell your personal information.

Text messages (SMS)

If you opt in, we may send text messages about your assessment results, your appointments, and next steps. If you separately opt in to marketing messages, we may also send occasional offers and updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. Agreeing to receive text messages is not a condition of taking the assessment or buying any service.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other categories exclude text messaging originator opt in data and consent; this information will not be shared with any third parties.

Email

You can unsubscribe from our emails at any time using the link at the bottom of any message.

How we share information

We share information only with service providers that help us run our business, such as our CRM, scheduling, email, text messaging, and analytics platforms, and only as needed to provide our services. We may use advertising tools, such as the Meta pixel, to measure how our ads perform. We may also disclose information when required by law.

Cookies

Our pages use cookies and similar technologies for basic functionality, analytics, and ad measurement. You can control or delete cookies through your browser settings.

Security and retention

We use reasonable safeguards to protect your information and keep it only as long as needed for the purposes described here or as required by law.

Your choices

You may ask us to access, correct, or delete your personal information at any time by contacting us using the details below.

Children

Our services are intended for business owners and are not directed to anyone under 18.

Changes to this policy

We may update this policy from time to time. The date at the top shows the latest version.

Contact us

H&J Financial Solutions
13010 Morris Road, Suite 600
Alpharetta, GA 30004
[email protected]
678-661-5700