Privacy Policy

Effective Date: January 1, 2025

Last Updated: January 1, 2025

This Privacy Policy describes how Caldwell Investment Group LLC ("Caldwell Investment Group," "we," "us," or "our"), located at 32015 Autumn Orchard Ln., Shenandoah, TX 77385, collects, uses, and shares information about you when you visit our website at caldwell-investment.com or contact us through our services.

By using our website or providing information through our contact forms, you agree to the collection and use of information as described in this policy.

1. Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you fill out forms on our website, including:

• First and last name
• Business name
• Email address
• Phone number (if provided voluntarily)
• Messages or inquiries you submit
• SMS/text message consent preferences

Automatically Collected Information

When you visit our website, we may automatically collect certain technical information, including:

• IP address and approximate location
• Browser type and version
• Pages visited and time spent on each page
• Referring website or search terms
• Device type and operating system

2. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and communicate with you about our funding solutions
• To evaluate your eligibility for business funding products
• To send SMS/text messages when you have expressly opted in (see SMS section below)
• To improve our website and services
• To comply with legal obligations
• To protect our legal rights and interests

3. Information Sharing and Disclosure

We respect your privacy and are committed to protecting your personal information. We do not sell your personal information to third parties.

We may share your information in the following limited circumstances:

• Service Providers: We may share information with trusted service providers who assist us in operating our website and conducting our business (e.g., email delivery, web hosting), provided they agree to keep this information confidential and use it only as directed by us.
• Legal Requirements: We may disclose information when required by law, court order, or governmental authority.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
• With Your Consent: We may share information with third parties when you have given us explicit permission to do so.

4. SMS & Text Message Communications

Caldwell Investment Group may send SMS/MMS text messages to individuals who have expressly opted in through our contact form. By opting in, you consent to receive recurring marketing and promotional text messages about our financial products and services.

Our SMS program operates as follows:

• Messages are sent using an automated telephone dialing system (ATDS)
• Message frequency varies; you may receive up to 4 messages per month
• Message and data rates may apply, depending on your mobile carrier plan
• Reply STOP at any time to opt out and stop receiving messages
• Reply HELP for assistance or contact us at reagan@caldwell-investment.com
• Consent is NOT a condition of purchase. You may contact us and receive our services without opting in to SMS communications.

5. Data Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. If you do not accept cookies, some portions of our website may not function properly.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

8. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your personal information
• The right to opt out of marketing communications at any time

To exercise any of these rights, please contact us at reagan@caldwell-investment.com.

9. Children's Privacy

Our website and services are intended for adults and business owners. We do not knowingly collect personal information from individuals under the age of 18. If you believe we have inadvertently collected information from a minor, please contact us immediately.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

11. Contact Us

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

Caldwell Investment Group LLC
32015 Autumn Orchard Ln.
Shenandoah, TX 77385
Email: reagan@caldwell-investment.com