Privacy Policy

ClarionPoint Advisors, LLC. Privacy Policy

Last Updated: May 1, 2026

1. Information We Collect

We collect personal information that you voluntarily provide, including:

• Name and email address (for newsletters and coaching updates).

• Mobile phone number (if you opt-in to our SMS/text messaging program).

• Information collected via website forms or scheduling tools. 

2. How We Use Your Information

We use your information to:

• Provide coaching services, session reminders, and updates.

• Send marketing communications, promotions, and industry updates if you have opted in.

• Respond to inquiries.

3. SMS and Mobile Information Policy

By opting into our SMS service, you agree to receive text messages from ClarionPoint Advisors, LLC.

• Opt-in: We collect phone numbers through our web sign-up forms and text-to-join keywords. All collection methods require your explicit consent.

• Opt-out: You can opt out at any time by replying STOP, QUIT, END, or CANCEL to any of our text messages.

• Non-Sharing: We do not sell, rent, or share your mobile phone numbers or SMS consent data with third parties for marketing or promotional purposes.

• Third-Party Sharing: We may share data with trusted service providers who assist us in delivering our SMS messaging services, such as our SMS platform or subcontractors in support services, such as customer service.

• Rates: Message and data rates may apply. 

4. Email Marketing Policy

You may receive promotional emails from ClarionPoint Advisors, LLC. if you have subscribed to our list. Every marketing email includes an unsubscribe link.

5. Data Security and Retention

We implement industry-standard security measures to protect your personal data from unauthorized access, loss, or misuse. We retain your information only as long as necessary for our coaching relationship or to comply with legal obligations.

6. Changes to This Policy

We may update this policy periodically and will notify you of significant changes via email or SMS.

7. Contact Us

For questions regarding this policy, please contact us at:

ClarionPoint Advisors, LLC.

admin@clarionpointadvisors.org

338 Maple Avenue, Drexel Hill, PA 19026

Terms of Service

ClarionPoint Advisors, LLC. SMS Terms

Program Description:

We send appointment confirmations, service updates, and promotional offers to users who have opted in.

Cancellations & Opt-Out:

You can cancel the SMS service at any time. Just text "STOP" to the phone number. After you send the SMS message "STOP" to us, we will confirm your subscription status with another SMS message. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time, and we will start sending SMS messages to you again.

Help & Support:

If you are experiencing issues with the messaging program, reply with the keyword HELP for more assistance, or contact admin@clarionpointadvisors.org directly.

Carrier Liability:

Carriers are not liable for delayed or undelivered messages.

Message Frequency & Cost:

As always, message and data rates may apply for any messages sent to you from us and to us from you.  Message frequency varies, and standard rates may apply. If you have any questions about your text plan or data plan, please contact your wireless provider.

Privacy:

If you have any questions regarding privacy, please read our privacy policy.