Last Updated: July 6, 2026
Secure Stages Wealth and securestageswealth.com, also referred to in this Privacy Policy as “SSW,” “Secure Stages Wealth,” “we,” “us,” or “our,” respect your privacy and are committed to protecting the personal information you choose to share with us.
This Privacy Policy explains what information we collect, how we use it, how we may share it, and the choices you have regarding your information.
By using our website, submitting a form, scheduling an appointment, communicating with us, or otherwise interacting with Secure Stages Wealth, you agree to the terms of this Privacy Policy.
1. Who We Are
Company Name: Secure Stages Wealth
Shortened Company Name: SSW or Secure Stages Wealth
Website: securestageswealth.com
Email: sharon@securestageswealth.com
Phone: 469-953-4680
Address: 505 E. Lamar Blvd Ste 150, Arlington, TX 76011
Secure Stages Wealth provides financial education, insurance-related information, retirement planning education, and related financial service support.
2. Information We May Collect
We may collect personal information from website visitors, prospects, clients, applicants, business partners, vendors, and others who interact with us.
Personal information may include:
- Name
- Email address
- Phone number
- Mailing address
- Date of birth
- Appointment scheduling information
- Information submitted through website forms
- Financial goals or retirement-related information
- Insurance needs or policy-related information
- Communication preferences
- Any other information you voluntarily provide
Depending on the services requested, we may also collect additional information necessary to evaluate insurance, retirement, or financial service options. This may include information related to income, assets, existing coverage, beneficiaries, underwriting information, or other details needed for quotes, applications, consultations, or planning discussions.
3. Information Collected Automatically
When you visit our website, certain information may be collected automatically through website tools, analytics tools, forms, embedded services, or similar technologies.
This may include:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Time spent on the website
- Links clicked
- Referring website
- General location information
For more information about website cookies, pixels, and tracking technologies, please review our Cookie Policy.
4. How We Use Your Information
Secure Stages Wealth may use personal information to:
- Respond to your inquiries
- Schedule appointments or consultations
- Provide requested information
- Prepare quotes, illustrations, or applications
- Evaluate whether certain products or services may be appropriate
- Communicate with you by phone, email, text message, mail, or other methods you provided
- Send appointment reminders and follow-up communications
- Improve our website, services, and client experience
- Maintain business records
- Comply with legal, regulatory, carrier, licensing, or compliance obligations
- Prevent fraud, misuse, unauthorized access, or improper activity
We do not use your information in ways that are inconsistent with the reason you provided it.
5. How We May Share Your Information
We do not sell your personal information to unrelated third-party data brokers.
We may share your information when reasonably necessary, including with:
- Licensed insurance agents or financial professionals working with or through Secure Stages Wealth
- Insurance carriers, financial institutions, or product providers when needed for quotes, applications, underwriting, service requests, or policy support
- Technology providers, CRM platforms, scheduling tools, email systems, website hosts, analytics providers, or other service providers that help us operate our business
- Compliance, legal, accounting, or regulatory professionals
- Government agencies, regulators, courts, or law enforcement when required by law
- Business partners when necessary to fulfill a request you made or a service you asked about
We expect service providers and business partners to handle personal information responsibly and only for the purpose for which it was shared.
6. SMS and Mobile Information
If you provide your mobile phone number and consent to receive text messages, we may use your number to send appointment reminders, follow-up messages, requested information, and service-related communications.
We do not sell or share SMS opt-in data or mobile phone numbers with third parties for their own marketing purposes.
Mobile messaging information may be shared only with service providers that help us deliver, manage, or support our communications.
For information about opting out of texts, emails, phone calls, or other communications, please visit our Unsubscribe / Communication Preferences page.
7. How We Protect Your Information
We use reasonable administrative, technical, and physical safeguards to help protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
However, no website, internet transmission, email system, CRM platform, or storage system can be guaranteed to be completely secure. You share information electronically at your own risk.
8. How Long We Keep Your Information
We retain personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal or regulatory obligations, resolve disputes, maintain business records, and enforce agreements.
Retention periods may vary depending on the type of information, the nature of the relationship, and applicable legal or compliance requirements.
9. Children’s Privacy
Our website and services are not directed to children under the age of 13.
We do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child under 13, we will take reasonable steps to delete it.
10. Your Privacy Choices
You may request to:
- Review the personal information we have about you
- Correct inaccurate information
- Update your contact information
- Opt out of certain communications
- Request deletion of certain information, subject to legal, regulatory, carrier, or compliance obligations
- Ask questions about how your information is used
To make a privacy-related request, contact us at:
sharon@securestageswealth.com
11. Third-Party Websites and Tools
Our website may include links to third-party websites, scheduling tools, social media platforms, carriers, forms, payment processors, or other outside resources.
We are not responsible for the privacy practices, content, or security of third-party websites or platforms. You should review their privacy policies before submitting personal information to them.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When updates are made, the “Last Updated” date will be revised. Continued use of our website or services after changes are posted means you accept the updated Privacy Policy.
13. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Secure Stages Wealth
Attn: Legal & Compliance
505 E. Lamar Blvd Ste 150
Arlington, TX 76011
Email: sharon@securestageswealth.com
Phone: 469-953-4680
Website: securestageswealth.com