‍Data Sharing

• Customer data is not shared with 3rd parties for promotional or marketing purposes.
• Mobile opt-in and consent are never shared with anyone for any purpose.
• Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.

Messaging Terms and Conditions

• By providing your phone number and agreeing to receive texts, you consent to receive text messages from Performance Financial, LLC, from 515-949-0123 regarding customer care.
• Consent is not a condition of purchase.
• Message frequency varies.
• Message & data rates may apply.
• You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 515-949-0123 or dvanthul@performancefinancialllc.com.
• Mobile opt-in information is never shared with third parties.

We collect nonpublic personal information about you from the following sources:

• ‍Information we receive from you on applications, tax organizers,
  worksheets and other documents
• ‍Information about your transactions with us, our affiliates, or others

‍We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

If you have any questions about this policy, please do not hesitate to contact us.