PRIVACY POLICY
Harborstone Capital Group, LLC Privacy Policy
Effective Date: June 2026
Harborstone Capital Group, LLC ("Harborstone," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, store, and protect information obtained through our website and communications.
Information We Collect
We may collect the following information:
• Name
• Email address
• Phone number
• Mailing address
• Information voluntarily submitted through forms
• Appointment scheduling information
• Website usage data and analytics
• Device and browser information
How We Use Your Information
We may use your information to:
• Respond to inquiries
• Schedule appointments
• Deliver educational content
• Provide requested information regarding life insurance, wealth strategy, and financial concepts
• Send appointment reminders
• Improve our website and services
• Comply with legal and regulatory obligations
SMS Communications
By providing your phone number and opting in, you consent to receive text messages from Harborstone Capital Group, LLC.
Message types may include:
• Appointment reminders
• Appointment confirmations
• Follow-up communications
• Educational content
• Promotional messages
• Customer service notifications
Message frequency varies.
Message and data rates may apply.
Reply STOP to opt out at any time.
Reply HELP for assistance.
SMS Consent Protection
SMS consent is not shared with third parties or affiliates for marketing purposes.
Cookies and Tracking Technologies
Our website may use cookies, pixels, analytics tools, and similar technologies to improve user experience and measure website performance.
These technologies may collect:
• IP address
• Browser type
• Device information
• Pages visited
• Time spent on pages
Data Security
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
Sharing of Information
We do not sell personal information.
We may share information with service providers who assist in operating our business, including:
• CRM providers
• Email service providers
• Scheduling platforms
• Analytics providers
These providers are contractually obligated to protect your information.
Your Rights
You may request to:
• Access your information
• Correct inaccurate information
• Update your information
• Delete your information where legally permissible
• Opt out of communications
Requests may be submitted using the contact information below.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of external websites.
Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
Contact Information
Evaluate Whether Your Existing Structure Still Aligns With Your Long-Term Objectives
Harborstone Capital Group, LLC helps families, investors, and business owners evaluate and structure long-term capital strategies focused on liquidity, efficiency, and multigenerational stewardship.
National Producer Number: 188I4
Harborstone Capital Group, LLC
3220 Curving Oaks Way
Orlando, FL 32820
+1 321-346-1313
Company
Resources
Legal
Harborstone Capital Group, LLC does not provide tax or legal advice. Clients should consult their own professional advisors regarding their individual circumstances.
Harborstone Capital Group, LLC helps families, investors, and business owners evaluate and structure long-term capital strategies focused on liquidity, efficiency, and multigenerational stewardship.
National Producer Number: 188I4
Harborstone Capital Group, LLC
3220 Curving Oaks Way
Orlando, FL 32820
+1 321-346-1313