Privacy Policy

Protect. Plan. Thrive

Privacy Policy

Effective Date: 03-24-2026

Welcome to Yaresa Financial. Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website and interact with our services.


1. Information We Collect

We may collect the following types of information:

Personal Information

When you fill out a form, schedule a call, or contact us, we may collect:

  • Name
  • Email address
  • Phone number
  • Financial-related responses (e.g., income range, goals, coverage status)

Automatically Collected Information

When you visit our site, we may collect:

  • IP address
  • Browser type
  • Device information
  • Pages visited and time spent

This helps us improve user experience and optimize our services.


2. How We Use Your Information

We use your information to:

  • Respond to inquiries and communicate with you
  • Schedule consultations
  • Provide financial education and recommendations
  • Improve our website and services
  • Follow up regarding services you expressed interest in

We may also use your information to send relevant updates. You can opt out at any time by replying STOP to any message. We may contact you via phone, email, or text message regarding your inquiry, including follow-up communications related to financial education and services. Message and data rates may apply.


3. Sharing of Information

We do not sell your personal information.

SMS Disclosure: Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. Text messaging / SMS opt-in data and consent will not be shared with any third parties.

4. Cookies and Tracking

We may use cookies and similar technologies to:

  • Improve site performance
  • Analyze traffic and behavior
  • Support marketing and advertising efforts

You can disable cookies in your browser settings.


5. Data Security

We take reasonable measures to protect your information. However, no system is 100% secure, and we cannot guarantee absolute security.


6. Your Rights

You may:

  • Request access to your data
  • Request correction or deletion
  • Opt out of communications

To do so, contact us at:
📧 info@yaresafinancial.com


7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices.


8. 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.


9. Contact Us

If you have questions about this policy, please contact:

Yaresa Financial
📧 info@yaresafinancial.com
406-312-9985
197 Woodman Drive
Belgrade, Montana 59714

10. Consent

By using this website, you consent to the terms of this Privacy Policy.