Privacy Policy for Haven Tax & Insurance Agency

Last Updated: March 19, 2026

1. Information We Collect

We collect information that you voluntarily provide to us when you express an interest in obtaining information about us, our products, or our services. This includes:

  • Personal Identifiers: Name, email address, and phone number.
  • Source of Collection: We collect this through our website contact forms, Facebook Lead Ads, Instagram inquiry buttons, and other online platforms or lead generation sources.

2. How We Use Your Information

We use the information we collect strictly for business purposes, including:

  • To contact you regarding your inquiry for tax or insurance services.
  • If we think someone else in our professional network is a better fit for your specific situation, we may have a colleague reach out to you directly (but only if you give us the okay first).
  • To send updates, newsletters, or marketing communications (only if you’ve opted in).
  • To improve our website performance and marketing reach.

3. Sharing Your Information

We do not sell, rent, or trade your personal information to third parties for their independent marketing purposes. We may share data only in the following circumstances:

  • Professional Network: If we believe a colleague in our network can better assist with your inquiry, we may share your contact details with them, provided you have given us permission to do so.
  • Service Providers: With trusted vendors who help us operate our business (e.g., email CRM systems).
  • Legal Obligations: If required by law to comply with legal processes.

4. SMS & Mobile Messaging

If you provide your phone number, you consent to receive communications from Haven Tax & Insurance Agency.

  • No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. (This excludes the professional referral process mentioned above, which requires your direct consent).
  • You can opt out of text communications at any time by replying “STOP.”

5. Your Rights

Depending on your location, you may have the right to:

  • Request a copy of the data we hold about you.
  • Request that we delete your personal information.

6. Contact Us

If you have questions about this policy, please contact us at:

Phone: 714-622-7678

Email: service@havenvp.com