Website Privacy Policy

This is our Website Privacy Policy. You can also view our Client Privacy Policy.

Downshift Financial, LLC (“DSF”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. DSF will not disclose your personal information to anyone unless it is required by law and/or pursuant to a signed Client Agreement.

Privacy has always been important to DSF. We restrict and limit access to client information only to those who need it to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees are required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. However, we cannot guarantee unauthorized access will never occur. You agree to defend, indemnify, and hold DSF harmless from and against any and all losses, claims, suits, actions, liabilities, damages, obligations, costs, and expenses (including reasonable attorneys’ fees and costs) which you suffer as a result of unauthorized access of your information, unless caused by DSF’s negligence or misconduct.

You must presume that DSF collects information from all website visitors. This information may include, but is not limited to:

• Your IP address and/or location;
• Your device type and operating system;
• Your web browser;
• Cookies;

Additionally, DSF will retain any information that you furnish directly to us. This includes, but is not limited to, your name, phone number, email address, and mailing address.

DSF hates spam as much as you do. By providing your email address to us, you are affirming your desire to opt-in to subscription communications from DSF. All subscription emails shall include an “unsubscribe” link so that you may modify or terminate your email subscription. As such, you waive all rights to file complaints concerning unsolicited email or spam. (Personalized emails may not contain an unsubscribe link since they are written to and for individual recipients.)

DSF does not conduct business with minors. Pursuant to the provisions of the Children’s Online Privacy Protection Act of 1998, if you are under the age of 18, you must leave this website immediately. By accessing this website, you are affirming that you are 18 years of age or older.

To submit questions, comments, or report an incident, please contact us at: info@downshiftfinancial.com.