Privacy Policy

We may collect the following types of nonpublic personal information:

• Information you provide on forms, applications, and questionnaires, such as your name, address, email, phone number, Social Security number, date of birth, income, assets, and investment experience
• Information about your accounts and transactions with us, our custodians, and insurance carriers
• Information you submit through our website, including contact forms and event registrations
• Basic technical information when you visit our website, such as browser type, pages visited, and IP address

We use your information to:

• Respond to your inquiries and schedule appointments
• Provide financial planning, investment advisory, and insurance services
• Open, maintain, and service your accounts
• Send event confirmations, reminders, and service-related updates
• Meet our legal and regulatory obligations

We do not sell your personal information. We share it only as needed to serve you and as permitted by law, including with:

• Custodians, broker-dealers, and insurance companies that hold or process your accounts
• Service providers that help us operate our business, such as technology, communications, and document-processing vendors, who are required to keep your information confidential
• Your other professionals, such as your CPA or attorney, when you direct us to
• Regulators, courts, or law enforcement when required by law

We do not share your information with nonaffiliated third parties for their own marketing purposes.

If you consent to receive text messages from Interlinc Financial Advisors, Inc., we use your mobile number only to send the messages you agreed to receive.

We do not sell, rent, or share mobile phone numbers or SMS consent information with third parties or affiliates for their marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties, except service providers that deliver our messages.

You may opt out at any time by replying STOP. Reply HELP for assistance. See our SMS Terms & Conditions.

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. Access is limited to employees and service providers who need it to serve you.

Our website may use cookies and similar tools to understand how visitors use the site and to improve it. You can set your browser to refuse cookies, though some features may not work as intended.

If you are no longer a client, we continue to protect your information under this policy.

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Clients will receive our privacy notice as required by law.

Questions about this Privacy Policy may be directed to:

Interlinc Financial Advisors, Inc.
5068 West Plano Parkway, Suite 385
Plano, TX 75093
Email: info@interlincfinancial.com
Phone: (214) 778-5645