Privacy Policy

Your privacy matters. This policy explains what information Dawn Cole Financial collects, how we use it, and the strict limits we place on sharing it.

Last Updated: 2026

This Privacy Policy describes how Dawn Cole Financial, also operating as DC Financial ("we," "us," or "our"), collects, uses, and protects the personal information of visitors and clients who use our website at dcfinancial.com and our related services. By using our website or submitting your information through any form, you agree to the practices described in this policy.

We do not sell, rent, or share your personal opt-in information with affiliates or third parties for their own marketing or promotional purposes. Your trust is the foundation of our business.

1. Information We Collect

We collect information that you voluntarily provide to us and information that is gathered automatically when you visit our website.

Information you provide directly

  • Identity and contact details: your name, email address, phone number, mailing address, and state of residence.
  • Financial interest details: the services you are interested in, your goals, age range, and any notes you choose to share through our forms.
  • Communication consent: your selections on our consent checkboxes indicating whether you wish to receive marketing or non-marketing text messages.
  • Any other information you include when you contact us by form, email, or phone.

Information collected automatically

  • Device and usage data such as browser type, pages visited, and time spent on the site.
  • Cookies and similar tracking technologies, as described in the Cookies section below.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to your inquiries and provide the consultations, quotes, and services you request.
  • To contact you by phone, email, or text message based on the consent you have given.
  • To send appointment confirmations, reminders, account updates, and service related notifications when you have opted in to non-marketing messages.
  • To send promotional offers and educational content when you have opted in to marketing messages.
  • To maintain accurate records, comply with legal and regulatory obligations, and improve our website and services.

3. SMS / Text Messaging and Opt-In Data

When you provide your phone number and check one or both of our consent boxes, you are opting in to receive text messages from Dawn Cole Financial. Message frequency varies: we send messages as needed to notify, remind, and update you about meetings, appointments, and minimal marketing communications. Message and data rates may apply. You can reply STOP at any time to opt out, or reply HELP for assistance.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the text message services that help us deliver these communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Information

We do not sell or rent your personal information. We do not share your opt-in information with affiliates or third parties for their marketing purposes. We may share limited information only in the following situations:

  • With service providers and subcontractors who perform support functions on our behalf, such as customer service, scheduling, and message delivery, and only to the extent needed to perform those functions.
  • With insurance carriers or providers when you ask us to obtain a quote, application, or policy on your behalf.
  • When required by law, regulation, subpoena, or other valid legal process.

Text messaging originator opt-in data and consent are excluded from all of the categories above except aggregators and providers of the text message services, and will not be shared with any third parties for their own purposes.

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, loss, misuse, or alteration. While we work to protect your information, no method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to remember your preferences, understand how visitors use the site, and improve your experience. You can set your browser to refuse cookies or to alert you when cookies are being sent. Some parts of the site may not function properly if cookies are disabled.

7. Your Choices and Rights

  • You may opt out of text messages at any time by replying STOP to any message.
  • You may unsubscribe from marketing emails using the link provided in those emails.
  • You may request access to, correction of, or deletion of your personal information by contacting us using the details below.

8. Children's Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us so we can remove it.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us: