Privacy Policy

Last Updated May 9, 2026

1. Introduction

Harbor Point Financial ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard the information you provide when you visit harborpointfp.com (the "Site") or engage with our financial planning, wealth strategy, and asset protection services.

Please read this policy carefully. By using our Site, you agree to the practices described herein.

2. Information We Collect

We may collect the following types of information:

Personal Information You Provide:

  • Name, email address, phone number, and mailing address

  • Financial information you voluntarily share when inquiring about our services

  • Any other information you submit through contact forms, quote requests, or consultations

Information Collected Automatically:

  • IP address and browser type

  • Pages visited and time spent on the Site

  • Referring URLs and general geographic location

  • Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services

  • Send follow-up communications related to your interest in our services

  • Deliver educational content, newsletters, or promotional materials (with your consent)

  • Improve our website and user experience

  • Comply with applicable legal and regulatory obligations

4. How We Share Your Information

We do not sell or rent your personal information. We may share it in limited circumstances:

  • Service Providers: Third-party vendors who assist with CRM, email delivery, or website hosting, bound by confidentiality agreements

  • Legal Requirements: If required by law, court order, or government authority

  • Business Transfers: In connection with a merger, acquisition, or sale of assets

  • With Your Consent: Any other sharing will be done only with your explicit permission

5. Cookies and Tracking Technologies

Our Site may use cookies to enhance your browsing experience. You may configure your browser to refuse cookies, though some features of the Site may not function properly as a result.

6. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

You have the right to:

  • Request access to the personal information we hold about you

  • Request correction of inaccurate information

  • Opt out of marketing communications at any time by clicking "unsubscribe" or contacting us directly

  • Request deletion of your information, subject to applicable legal obligations

9. New Mexico Residents

If you are a New Mexico resident, you have rights regarding your personal information under applicable New Mexico law. You may request access to, correction of, or deletion of your personal information by contacting us directly. We do not sell your personal information to third parties.

10. Children's Privacy

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

11. Changes to This Policy

We may update this Privacy Policy periodically. When we do, we will revise the "Last Updated" date at the top. We encourage you to review this page regularly.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

Harbor Point Financial Website: harborpointfp.com

Email: eli.97zamora@gmail.com