Privacy Policy

Effective Date: 07/Apr/2026

Website: https://www.elev8financialsolutions.com/

Elev8 Financial Solutions (“Elev8,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through this website.

This Privacy Policy explains how we collect, use, store, and share your information when you visit our website, submit a form, request a consultation, or otherwise interact with us online.

1. Information We Collect

We may collect personal information you voluntarily provide through our website, including when you complete a contact form, request information, schedule a consultation, or inquire about our services.

This information may include:

  • Full name
  • Phone number
  • Email address
  • Age
  • State
  • Mortgage balance
  • Tobacco use
  • Company name
  • Role or title
  • Estimated monthly client volume
  • Any other information you choose to provide in a message or form field

We may also collect limited technical information automatically, such as your IP address, browser type, device type, pages visited, and general website usage data.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries
  • Provide information about our services
  • Schedule consultations
  • Review eligibility for protection-related solutions
  • Communicate regarding employer or referral partnerships
  • Improve our website, services, and user experience
  • Maintain internal records
  • Sync and manage leads through our CRM and related business systems
  • Comply with legal or regulatory obligations

3. How Information Is Submitted and Stored

When you submit information through this website, your data may be transmitted to and stored in third-party tools we use to operate our business, including customer relationship management systems, form platforms, scheduling tools, email services, and internal recordkeeping tools.

Information submitted through our forms may also be routed to internal tracking systems, spreadsheets, and communication platforms used for lead management and follow-up.

4. Scheduling and Third-Party Tools

This website may direct users to a third-party scheduling page to request or book consultations. When you use that scheduling page, your information may be collected directly by that provider under its own terms and privacy practices.

We may also use third-party tools to support form collection, email communication, website analytics, spam prevention, and business operations.

5. Sharing of Information

We do not sell your personal information.

We may share your information with trusted service providers and technology partners that help us operate our website and business, including providers that assist with:

  • Form processing
  • Scheduling
  • CRM and lead management
  • Email communication
  • Data storage
  • Website hosting
  • Analytics and performance monitoring

We may also disclose information if required to do so by law, regulation, legal process, or to protect our rights and business interests.

6. Cookies and Analytics

Our website may use cookies, analytics tools, and similar technologies to understand website traffic, improve performance, and enhance your browsing experience.

These tools may collect information such as browser type, pages viewed, time spent on pages, and general interaction data. You can usually control cookies through your browser settings.

7. Data Security

We take reasonable administrative, technical, and organizational steps to protect the information submitted through this website. However, no method of online transmission or electronic storage is guaranteed to be completely secure, and we cannot guarantee absolute security.

8. Your Choices

You may choose not to provide certain personal information, but doing so may limit your ability to use some parts of the website or request certain services.

If you would like to request access to, correction of, or deletion of your personal information, you may contact us using the information below.

This website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or security of those third-party websites. We encourage you to review their policies before providing information.

10. Children’s Privacy

This website is not intended for children under the age of 13, and we do not knowingly collect personal information from children through this website.

11. Changes to This Privacy Policy

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

12. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us at:

Elev8 Financial Solutions

Email: info@elev8fi.com

Phone: (813) 694-1725

Location: Tampa, FL, USA