Privacy Policy

Effective October 23, 2026

Smith Financial Group LLC ("Smith Financial Group," "we," "us") respects your privacy. This policy explains what information we collect through smithfinancialgroupllc.com, by phone, and by text message, and how we use it.

Information we collect

When you contact us or request information, we may collect your name, phone number, email address, state, date of birth or age range, and details you share about your insurance needs.

How we use your information

We use your information to respond to your request, schedule and confirm appointments, provide insurance quotes and policy service, and follow up about the coverage you asked about. We may share information with insurance carriers only as needed to quote or apply for coverage you request, and with service providers who help us operate (such as our CRM and phone/text provider) under confidentiality obligations.

Text messaging (SMS)

If you opt in to receive text messages from Smith Financial Group, we use your mobile number only to send the messages you requested, such as replies to your inquiry, appointment confirmations and reminders, and follow-up about your coverage. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help.

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.

We do not sell your information

We do not sell or rent your personal information.

Security

We use reasonable administrative and technical safeguards to protect your information.

Your choices

You can ask us to update or delete your information, or stop contacting you, by calling (323) 400-9920 or emailing [email protected]. Reply STOP to any text to stop text messages.

Contact

Smith Financial Group LLC · Darren Smith, Licensed Insurance Producer (NPN #22321786) · Aubrey, Texas · (323) 400-9920 · [email protected]

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