Privacy Policy

Privacy Policy

Platinum Meridian Financial Solutions LLC Privacy Policy — Last updated: September 2026

Platinum Meridian Financial Solutions LLC (“Platinum Meridian,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or services, you agree to the practices described below.

Information We Collect

We collect information you provide directly to us and information collected automatically when you use our website.

Information you provide

  • Contact details such as your name, email address, and phone number.
  • Information you submit through our forms, consultation requests, or when you communicate with us.
  • Details about your business and goals that you choose to share during coaching or educational sessions.

Information collected automatically

  • Device and usage information such as your browser type, pages visited, and time spent on the site.
  • Cookies and similar technologies used to operate and improve the website.

How We Use Your Information

  • To respond to your inquiries and schedule consultations.
  • To provide our educational programs, coaching, and related services.
  • To send you appointment reminders, updates, and information you request.
  • To improve our website, content, and customer experience.
  • To comply with legal obligations and protect our rights.

SMS / Text Messaging & Mobile Communications

Platinum Meridian Financial Solutions LLC

When you opt in to our SMS service, you can expect to receive text messages related to appointment scheduling, appointment reminders, customer care, and educational updates from Platinum Meridian Financial Solutions LLC.

  • You can cancel the SMS service at any time. Just text “STOP” to +1 (346) 682-0666. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
  • If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or +1 (346) 682-0666.
  • Carriers are not liable for delayed or undelivered messages.
  • As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive recurring messages, and message frequency varies. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Share Information

We do not sell your personal information. We may share information with trusted service providers who perform functions on our behalf — such as website hosting, scheduling, email, and messaging — subject to confidentiality obligations. We may also disclose information if required by law or to protect the safety, rights, or property of Platinum Meridian Financial Solutions LLC or others.

Cookies

Our website uses cookies and similar technologies to remember your preferences, understand how the site is used, and improve performance. You can adjust your browser settings to refuse cookies, though some features of the site may not function properly as a result.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices

  • You may opt out of text messages at any time by replying STOP.
  • You may unsubscribe from marketing emails using the link provided in each message.
  • You may request access to, correction of, or deletion of your personal information by contacting us.

Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to remove it.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us: