Privacy Policy

BEK Financial Advisors (“BEK Financial,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, phone communications, and SMS/MMS messaging in connection with our bookkeeping and advisory services for nonprofit organizations and small businesses.

1. Information We Collect

We may collect personal and business information in the following ways:

You may voluntarily provide information when you:

Visit or submit forms on our website
Request information about our services
Schedule consultations or engage our services
Communicate with us by phone, email, or text message

This information may include:

Name
Business or organization name
Email address
Phone number
Mailing address
Financial or accounting-related information necessary to provide services
Any other information you choose to provide

2. How We Use Your Information

We use collected information to:

Provide bookkeeping, accounting, and advisory services
Communicate with you about services, proposals, and ongoing engagements
Respond to inquiries or support requests
Send appointment reminders and service-related notifications
Improve website functionality and user experience
Comply with legal, regulatory, and professional obligations

We do not sell or rent personal information to third parties.

3. Phone Calls and Voicemail Communications

When you contact BEK Financial Advisors by phone:

Calls may be recorded or monitored for quality assurance, training, and documentation purposes, where permitted by law
Voicemail messages may be retained as part of our business records

By calling us, you consent to these practices to the extent legally allowed.

4. SMS/MMS Text Messaging Privacy

If you provide your mobile phone number, you may receive SMS or MMS messages from BEK Financial Advisors for purposes such as:

Appointment confirmations or reminders
Requests for documentation
Service‑related updates
Client communication related to bookkeeping services

Messaging Consent

By providing your phone number, you consent to receive text messages from us.
Message frequency may vary.
Message and data rates may apply.

Opt‑Out

You may opt out of SMS/MMS messages at any time by replying STOP.
For assistance, reply HELP or contact us directly.

Messaging Data

Mobile information will not be shared or sold to third parties for marketing purposes.
Text messaging data is used solely to communicate with clients and prospects regarding services.

5. Information Sharing and Disclosure

We may share information only in the following limited circumstances:

With trusted service providers (such as secure software platforms or payroll processors) solely to perform contracted services
To comply with legal obligations, court orders, or regulatory requirements
To protect the rights, property, or safety of BEK Financial Advisors or others

All third‑party providers are required to maintain appropriate confidentiality and security safeguards.

6. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to:

Analyze website traffic and usage trends
Remember user preferences
Improve site functionality

You can control cookie preferences through your browser settings.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal and business information only for as long as necessary to:

Provide services
Meet legal, regulatory, and professional obligations
Maintain accurate business records

9. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

Request access to your personal information
Request correction of inaccurate information
Request deletion of information, subject to legal and professional requirements

Requests may be submitted using the contact information below.

10. Third‑Party Links

Our website may contain links to third‑party websites. We are not responsible for the privacy practices or content of those sites.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

12. Contact Information

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

BEK Financial Advisors
📧 Email: bobby@bekfinancial.com
📞 Phone: (281) 653-2254
🌐 Website: www.bekfinancial.com