Privacy Policy
Last Updated: February 5, 2026
David Lessing (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website, request information, book appointments, or opt in to receive SMS or email communications related to our financial and retirement planning services.
By using our website or providing your information, you agree to this Privacy Policy and our Terms and Conditions.
We may collect:
Name
Email address
Phone number
Mailing address
Appointment details
Any information you voluntarily provide through forms or consultations
If you opt in to SMS or email communications, we maintain records of:
Your consent
Messaging preferences
Message history
Opt-in and opt-out activity
We may automatically collect:
IP address
Browser/device type
Pages visited
Website interactions
This data helps us improve website performance and user experience.
We use your information to:
Provide financial consultation and retirement planning services
Respond to inquiries
Schedule and confirm appointments
Send reminders and service updates
Send SMS and email messages only after explicit consent
Improve marketing and website performance
Maintain compliance and consent records
Protect against fraud and security risks
By providing your phone number and opting in, you consent to receive SMS messages from David Lessing related to:
Appointment reminders
Follow-ups
Service notifications
Requested information
Message frequency may vary.
Message and data rates may apply.
You may opt out at any time by replying:
STOP – to unsubscribe
HELP – for assistance
After opting out, you will no longer receive messages unless you opt back in.
We use cookies and analytics tools to understand website performance and improve user experience. You may disable cookies through your browser settings.
We do not sell, rent, or trade your personal information.
Mobile phone numbers, SMS consent, and opt-in information are never shared with third parties or affiliates for marketing or promotional purposes.
We may share limited information with trusted service providers (such as email delivery, SMS platforms, scheduling tools, and analytics services) solely to help us operate our business. These providers are contractually required to protect your information.
We may disclose information if required by law or to protect safety or legal rights.
We use reasonable administrative, technical, and physical safeguards to protect your information. However, no system is 100% secure.
Our services are not intended for individuals under age 13. We do not knowingly collect information from children.
You may:
Request access to your data
Correct inaccurate information
Request deletion where legally permitted
Opt out of communications at any time
Contact us using the details below.
We may update this Privacy Policy periodically. Updates will be posted with a revised date.
David Lessing
8665 Alexander Ct
Phone: (513) 907-1529
Email: [email protected]