Last updated: January 7, 2026
Bastion Financial Group ("Company," "we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.
1. Information We Collect
We may collect the following types of personal and financial information from our clients, potential clients, and website visitors:
· Personal Information: Name, email address, phone number, mailing address, and other contact details.
· Financial Information: Tax documents, Social Security numbers, income details, and other financial data necessary for tax preparation and related services.
· Technical Information: IP address, browser type, device information, and other data collected through cookies and analytics tools when you visit our website.
· Communication Data: Records of your correspondence with us, including emails, phone calls, text messages, and inquiries.
2. How We Use Your Information
We use the information collected for the following purposes:
· Providing tax preparation, planning, and financial advisory services.
· Communicating with you regarding services, appointments, and updates.
· Processing transactions and fulfilling legal obligations.
· Enhancing our website and improving user experience.
· Sending marketing communications (you may opt out at any time).
· Preventing fraud, ensuring security, and complying with legal requirements.
3. How We Share Your Information (Data Sharing)
We do not sell or rent your personal information. However, we may share your data under the following circumstances:
· With Service Providers: We may share data with trusted third-party service providers who assist in delivering our services (e.g., payment processors, IT support, legal advisors). Customer data is not shared with 3rd parties for promotional or marketing purposes.
· With Government Authorities: When required by law, we may disclose your information to regulatory agencies, tax authorities, or law enforcement.
· Mobile opt-in and consent are never shared with anyone for any purpose. Any information sharing that may be mentioned elsewhere in this policy excludes mobile opt-in data.
4. Data Security
We implement industry-standard security measures to protect your personal and financial information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we encourage you to use caution when sharing sensitive information online.
5. Messaging Terms and Conditions
By providing your phone number and agreeing to receive texts, you consent to receive text messages from Bastion Financial Group, from 901-250-1377 regarding account notification, customer care, marketing. Consent is not a condition of purchase. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time or HELP for assistance. You can also contact us at 901-250-1377 or [email protected]. Mobile opt-in information is never shared with third parties.
6. Your Rights and Choices
You have the right to:
· Access, update, or correct your personal information.
· Request the deletion of your data, subject to legal and contractual obligations.
· Opt-out of marketing communications at any time.
To exercise these rights, please contact us at [email protected] or call 901-250-1377.
7. Cookies and Tracking Technology
Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can manage cookie preferences through your browser settings.
8. Third Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their policies before providing any personal information.
9. Changes to this Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with an updated effective date. Your continued use of our services after such modifications constitutes acceptance of the revised policy.
10. Contact Us
Email: [email protected]
Phone: 901-250-1377
Address: 5100 Poplar Ave, Suite 2700 Memphis, TN 38137
Thank you for letting us fortify your finances!