Information We Collect

We collect information that you provide directly to us, information collected automatically when you use our website, and information from trusted service providers who help us operate our business.

Information you provide to us

When you opt in to receive SMS messages from French Capital Management, request a consultation, subscribe to our newsletter, use one of our planning tools, or contact us, we collect the following information through our forms:

• Phone number (required for messaging and to contact you)
• First and last name (used for personalized communication)
• Email address (for account and service communications)
• Financial and planning details you voluntarily provide (such as income, expenses, investment objectives, or risk tolerance when you use our planning tools or assessments)
• Any additional information you voluntarily provide on a form or in a message to us

This information is collected solely to deliver the services and communications you have requested or consented to receive, and to maintain a record of your consent. We retain this information for as long as you remain a client or subscriber, plus a reasonable period afterward to respond to support requests or to comply with legal and regulatory record-keeping requirements.

Information collected automatically

When you visit our website, we may automatically collect limited technical information such as your IP address, browser type, device type, pages viewed, and the dates and times of your visits. This information helps us understand how our website is used and improve its performance and security.

How We Use Your Information

We use the information we collect to:

• Provide the financial planning, advisory, and related services you request;
• Schedule, confirm, and follow up on appointments and consultations;
• Send you the SMS messages and email communications you have consented to receive;
• Respond to your inquiries and provide customer support;
• Maintain records of your consent and our communications with you;
• Operate, maintain, secure, and improve our website and services; and
• Comply with applicable laws, regulations, and industry requirements.

SMS / Text Messaging

This section describes how we collect, use, and protect information related to our SMS (text messaging) program. By providing your mobile phone number and affirmatively opting in, you consent to receive text messages from French Capital Management as described below.

Information We Collect Through SMS Opt-In

When you opt in to receive SMS messages from French Capital Management, we collect the following information through our opt-in form:

• Phone number (required for messaging)
• First and last name (used for personalized messaging)
• Email address (optional, for account communications)
• Any additional information you voluntarily provide on the opt-in form

This information is collected solely to deliver the SMS messages you have consented to receive and to maintain a record of your consent. We retain this information for as long as you remain opted in, plus a reasonable period afterward to respond to support requests or comply with legal record-keeping requirements.

Types of Messages You May Receive

Messages may include appointment confirmations and reminders, follow-up messages, account and service updates, responses to your inquiries, and occasional informational or promotional messages about our services and events.

Message Frequency & Rates

Message frequency varies. Message and data rates may apply. If you have questions about your text or data plan, please contact your wireless provider.

Data Security

We protect user information through the following measures:

• Encryption in transit (TLS / HTTPS for all data transmission between user devices, our website, and our service providers)
• Access controls limiting data to authorized personnel on a need-to-know basis
• Secure third-party processors including GoHighLevel (CRM and messaging platform) and Twilio (SMS delivery), each of which maintains industry-standard security certifications
• Regular review of access logs and data handling practices

No system is perfectly secure, but we treat user information with the same care we would expect for our own.

Opt-Out

You may opt out of SMS messages at any time by replying STOP to any message. You will receive one final confirmation message and will not receive further SMS messages from us. To opt out by other means, or if you have questions about opting out, contact us at admin@frenchcapitalmanagement.com or +1 904-456-0241.

Help

For help with our messaging program, reply HELP to any message, or contact us at admin@frenchcapitalmanagement.com or +1 904-456-0241.

Contact for SMS-Related Questions

For privacy questions related to our SMS program, contact us at admin@frenchcapitalmanagement.com or +1 904-456-0241. Our mailing address is 13080 Silver Oak Drive, Jacksonville, FL 32223.

How We Share Information

We do not sell your personal information. We do not share your mobile information or SMS opt-in data with third parties or affiliates for marketing or promotional purposes. We may share personal information only in the following limited circumstances:

• Service providers. With trusted subcontractors and vendors who perform services on our behalf — such as CRM, messaging delivery, hosting, and customer support — and who are bound to protect your information and use it only to provide those services to us.
• Legal and regulatory requirements. When required to comply with applicable law, regulation, legal process, or a lawful request from a government or regulatory authority, or to protect our rights, safety, or property.
• Business transfers. In connection with a merger, acquisition, or sale of assets, in which case we will require that your information continue to be protected consistent with this Privacy Policy.

Text messaging originator opt-in data and consent are never shared with any third parties for any purpose other than delivering the messages you requested.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect the personal information we collect. These include encryption in transit (TLS / HTTPS), access controls that limit data to authorized personnel on a need-to-know basis, the use of reputable third-party processors that maintain industry-standard security certifications, and regular review of our access logs and data-handling practices. While no method of transmission or storage is completely secure, we treat your information with the same care we would expect for our own.

Data Retention

We retain personal information for as long as necessary to provide our services, maintain records of your consent, respond to support requests, and comply with our legal, tax, and regulatory obligations. When information is no longer needed, we take reasonable steps to securely delete or anonymize it.

Cookies & Tracking Technologies

Our website may use cookies and similar technologies to remember your preferences, understand how visitors use our site, and improve your experience. You can control or disable cookies through your browser settings; however, some features of the website may not function properly if cookies are disabled.

Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information, including the right to request access to the information we hold about you, to request correction or deletion of that information, to opt out of certain communications, and to opt out of the “sale” or “sharing” of personal information (we do not sell personal information). To exercise any of these rights, contact us using the details in the Contact section below. We will respond consistent with applicable law and will not discriminate against you for exercising your rights.

Children’s Privacy

Our website and services, including our SMS program, are intended for individuals who are 18 years of age or older. We do not knowingly collect personal information from children under 18. If you believe a child has provided us with personal information, please contact us so we can remove it.

Third-Party Links

Our website may contain links to third-party websites or services that are not operated by us. This Privacy Policy does not apply to those third parties, and we are not responsible for their content or privacy practices. We encourage you to review the privacy policies of any third-party site you visit.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Material changes will be posted on this page. Your continued use of our website or services after any update constitutes acceptance of the revised policy.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us: