Updated: February 28, 2025 

"SMS opt-in or phone numbers for the purpose of the SMS are not shared with any third party or affiliate company for marketing purposes."

1. Introduction
Coastal Bend Financials, LLC is a bookkeeping/payroll company that is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or otherwise interact with us. By using our services, you consent to the practices described in this policy.

2. Types of Information Collected
We may collect the following types of personal information from our customers:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Payment information

  • Any other information voluntarily provided by the user

3. Method of Information Collection
We collect personal information through various means, including:

  • Online forms and account registration

  • Cookies and tracking technologies

  • Customer service interactions

  • Purchases and transactions

  • Newsletter or marketing sign-ups

4. Purpose of Data Collection
We collect customer information for the following purposes:

  • To process and fulfill orders

  • To improve our services and user experience

  • To send important service updates

  • To personalize marketing communications

  • To respond to customer inquiries and provide support

  • To comply with legal and regulatory requirements

5. Data Security Measures
We implement robust security measures to protect customer data from unauthorized access, disclosure, or misuse, including:

  • Secure server storage with encryption

  • Regular security audits and updates

  • Access restrictions to authorized personnel only

  • Secure payment processing methods

6. Data Sharing
We do not sell or rent personal information to third parties. However, we may share data with:

  • Service providers who assist in business operations (e.g., payment processors, delivery services)

  • Legal authorities when required by law

  • Third-party analytics services for improving our offerings

7. User Rights
Customers have the following rights concerning their personal information:

  • The right to access, update, or correct their data

  • The right to request deletion of their information

  • The right to opt out of marketing communications

  • The right to restrict processing of their data under applicable laws To exercise these rights, please contact us using the information provided below.

8. Contact Information
If you have any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:

Coastal Bend Financials, LLC

Ivan Lee Narvaez

ivan@coastalbendfinacials.com

956-455-3884

3901 Padre Blvd.

South Padre Island, Texas 78597

We reserve the right to update this Privacy Policy at any time. Any changes will be reflected on this page with an updated effective date.

Terms of Service for SMS Communications
 

1- Consent for SMS Communication

*Information obtained as part of the SMS consent process will not be shared with third parties. 

 

2- Types of SMS Communications

If you have consented to receive text messages from Coastal Bend Financials, LLC, you may receive text messages related to bookkeeping and or payroll services.

 

Below are examples:

  • Customers and Guests: Updates regarding your orders, deliveries, or other relevant information.

  • Job Applicants: Information about your application status, onboarding materials, or other employment-related updates.

3- Standard Messaging Disclosures
 

  • Message and data rates may apply. Message frequency may vary.

  • You can opt-out at any time by texting "STOP."

  • For assistance, text "HELP" or visit our website at www.coastalbendfinancials.com and view the terms of services there.