Privacy Policy

Effective Date: November 2025


Oceanside Financial Services (“Oceanside,” “we,” “our,” or “us”) respects 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 or engage with our financial planning, insurance, and educational services.

Information We Collect

  • We may collect the following types of information:
    Personal Information

    • Name, email address, phone number, and mailing address

    • Date of birth, marital status, and dependents (when applicable for financial planning)

    • Employment and income information

    • Insurance and investment details

    • Financial goals and preferences

    Non-Personal Information

    • Browser type, device information, and IP address

    • Pages visited and interactions on our website

    • Cookies and analytics data to help improve site experience

How We Use Your Information

  • We use your information to:

    • Provide financial consultations, insurance quotes, and customized planning services

    • Develop and maintain personalized financial, retirement, and protection strategies

    • Communicate updates, recommendations, and educational materials

    • Process forms, applications, and secure digital signatures

    • Comply with legal and regulatory requirements

Sharing of Information

  • We do not sell or rent your personal data.
    We may share information only with:

    • Licensed insurance carriers, investment partners, or financial institutions (for policy or plan processing)

    • Trusted third-party service providers who assist in secure data management, scheduling, or communications

    • Legal or regulatory authorities when required by law

    All third parties are required to maintain confidentiality and use your data only for the purpose intended.

Data Protection & Security

  • We use administrative, technical, and physical safeguards to protect your information. This includes encrypted data transmission, secure storage systems, and restricted internal access.
    While no system is completely immune, we take every reasonable step to ensure your data remains private and protected.

Your Rights & Choices

  • You have the right to:

    • Access, correct, or request deletion of your personal information

    • Withdraw consent for communication or data processing (subject to legal and contractual limits)

    • Opt out of marketing emails at any time by clicking “unsubscribe” or contacting us directly

Cookies & Analytics

  • We use cookies and analytics tools to enhance your website experience and understand visitor behavior. You may choose to disable cookies through your browser settings, though some site functions may be affected.

Children’s Privacy

  • Our services are not directed toward children under 18. We do not knowingly collect information from minors.

Updates to This Policy

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

Contact Us

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

    Oceanside Financial Services
    📍 Based in Texas — Serving Clients Nationwide
    📧 [[email protected]]
    🌐 [oceansidefinancial.com]

Terms of Service

Effective Date: November 2025


Welcome to Oceanside Financial Services (“Oceanside,” “we,” “our,” or “us”). By accessing or using our website, scheduling a consultation, or engaging with our financial services, you agree to the following terms and conditions. Please read them carefully.

Our Services

  • Oceanside provides educational and professional guidance in:

    • Life Insurance & Family Protection

    • Retirement & 401(k) Planning

    • Estate & Legacy Planning

    • Debt & Income Protection

    • Business & Entrepreneur Plans

    • Financial Education & Coaching

    All information and recommendations provided through our website or consultations are for educational and informational purposes only. We do not provide tax, legal, or investment advice unless expressly stated in writing by a licensed professional.

Client Responsibility

  • Before making any financial decision, clients are encouraged to:

    • Review all documents and disclosures carefully

    • Consult with their licensed financial, tax, or legal advisor

    • Provide accurate, up-to-date information to ensure personalized and compliant planning

    You are solely responsible for decisions made based on the information shared through our services.

Use of Our Website

  • You agree to use our website only for lawful purposes. You may not:

    • Post or transmit harmful, offensive, or misleading content

    • Attempt to access restricted areas or interfere with the operation of our site

    • Reproduce or distribute any material without our written consent

Limitation of Liability

  • While Oceanside strives to provide accurate, reliable, and timely information, we cannot guarantee that all content will always be error-free or up-to-date.
    To the fullest extent permitted by law, Oceanside is not liable for any losses or damages—direct, indirect, or consequential—arising from the use of our website or services.

Third-Party Links

  • Our website may include links to external sites for your convenience. We are not responsible for the privacy practices or content of these third-party websites.

Intellectual Property

  • All content on this website including text, logos, images, and materials are the property of Oceanside Financial Services and protected by copyright laws. Unauthorized use is strictly prohibited.

Appointment Scheduling & Communications

  • When you schedule a consultation or submit your information, you consent to receive emails, phone calls, or text messages related to your inquiry. You may opt out of promotional communications at any time.

Changes to These Terms

  • Oceanside reserves the right to update or modify these Terms of Service at any time. Updates will be effective immediately upon posting to our website. Continued use of our site or services indicates acceptance of any revised terms.

Contact Information

  • For questions about these Terms or our services, please contact:

    Oceanside Financial Services
    📍 Based in Texas — Serving Clients Nationwide
    📧 [[email protected]]
    🌐 [oceansidefinancial.com]

© Copyright 2025.

All Rights Reserved.