Privacy Policy

Last Updated: March 31, 2026

Nash Financial Solutions ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website nash-financial-solutions.com, use our services, or communicate with us, including via SMS/text messaging.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number (including mobile number), mailing address, and other contact details you provide through our website forms or during consultations.
  • Financial Information: Information related to your financial goals, income, assets, and other details necessary to provide our financial services.
  • SMS/Text Messaging Data: When you opt in to receive SMS/text messages from us, we collect your mobile phone number, consent records, opt-in date and time, and message history for compliance purposes.
  • Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, and referring URLs.

2. SMS/Text Messaging & Data Collection

Nash Financial Solutions may use an automatic telephone dialing system (ATDS) to send SMS/text messages to individuals who have opted in to receive communications from us. By providing your mobile number and checking the opt-in box on our forms, you consent to receive text messages from Nash Financial Solutions regarding financial insights, appointment reminders, service updates, and promotional information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

Information collected as part of our SMS/text messaging program includes your mobile phone number, opt-in consent, and messaging interactions. This data is used solely for the purpose of delivering the messages you have requested and maintaining compliance records.

Message Frequency

Message frequency may vary depending on your interactions with us and the services you have requested. You may receive recurring messages related to financial updates, appointment reminders, and informational content.

Message and Data Rates

Message and data rates may apply. Please consult your mobile carrier for details about your text messaging plan and any associated charges.

Opt-Out Instructions

You may opt out of receiving SMS/text messages at any time by replying "STOP" to any message you receive from us. Upon receiving your STOP request, we will confirm your unsubscription and you will no longer receive SMS messages from Nash Financial Solutions.

Help

For assistance with our SMS messaging program, reply "HELP" to any message or contact us at nash@nash-financial-solutions.com.

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our financial services
  • Communicate with you about your account, services, and appointments
  • Send SMS/text messages you have opted in to receive
  • Respond to your inquiries and provide customer support
  • Comply with legal and regulatory obligations
  • Protect against fraud and unauthorized transactions

4. Sharing of Information

We do not sell your personal information to third parties. We may share your information only in the following circumstances:

  • Service Providers: With trusted third-party vendors who assist us in operating our business (e.g., email providers, CRM platforms), subject to confidentiality agreements.
  • Legal Requirements: When required by law, regulation, or legal process.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. SMS opt-in data and consent records will not be shared with any third party for their own use. All data is treated with the highest level of confidentiality.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

  • The right to access the personal information we hold about you
  • The right to request correction of inaccurate information
  • The right to request deletion of your personal information
  • The right to opt out of SMS/text messaging at any time by texting "STOP"

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website usage. You can control cookie settings through your browser preferences.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. We encourage you to review this policy periodically.

10. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Nash Financial Solutions
2444 Patrick Blvd
Beavercreek, OH 45431
Email: nash@nash-financial-solutions.com