Privacy Policy

This policy describes the types of information we may collect from you or that you may provide when you visit the website or any other websites, mobile applications, or services that post a link to this Privacy Policy (collectively the “Website”) and our practices for collecting, using, maintaining, protecting, and disclosing that information.

Last Updated: April 21, 2026

At The Boring Financial Company LLC (“we,” “us,” or “our”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, and protect your information when you visit boringfinancial.com or use our financial consulting services.

1. Information We Collect

We collect information that you voluntarily provide to us, including:

  • Personal Identifiers: Name, email address, mailing address, and phone number.

  • Financial Information: Data relevant to tax strategy, business management, and wealth management services.

  • Communication Data: Records of your interactions with us via email, web forms, or text messages.

2. How We Use Your Information

We use the information we collect to:

  • Provide and manage our financial consulting services.

  • Communicate with you regarding your account, appointments, and service updates.

  • Send automated SMS alerts (if you have opted in) for tax deadlines, meeting reminders, or financial insights.

  • Comply with legal and regulatory requirements.

3. SMS and Mobile Data Privacy (A2P Compliance)

We value your privacy regarding mobile communication. This section specifically governs our SMS/text messaging program.

Mobile Information Sharing: > No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

  • Opt-In Data: Your consent to receive SMS messages is used strictly for communication between you and The Boring Financial Company.

  • Third Parties: We do not sell, rent, or lease your phone number or opt-in status to any third-party individuals or entities.

4. Data Security

We implement industry-standard security measures to protect your personal and financial information. This includes encryption, secure servers, and restricted access to sensitive data to ensure your "boring" financial data stays safe and private.

5. Third-Party Links

Our website may contain links to third-party websites (e.g., financial portals, calculators or tax tools). We are not responsible for the privacy practices or content of these external sites.

6. Your Rights and Opt-Out Options

  • Emails: You may unsubscribe from marketing emails at any time using the "Unsubscribe" link.

  • SMS/Texting: You may opt out of mobile messages by replying STOP to any message you receive from us. You may also text HELP for more information.

  • Access: You may request a copy of the personal data we hold about you by contacting us at the email below.

7. Contact Us

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

The Boring Financial Company 915 W. Foothill Blvd Suite 362 Claremont, CA 91711 Phone: (888) 927-0946 Email: support@boringfinancial.com