By The Tree Financial, LLC

 

Effective Date: January 1, 2026

By The Tree Financial, LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how information is collected, used, protected, and disclosed when you visit our website, communicate with us, or engage our financial services.

Information We Collect

We may collect personal information that you voluntarily provide when interacting with our website or services. This information may include:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Financial information relevant to investment planning
  • Other information you provide through contact forms or communications

We may also automatically collect certain technical information when you visit our website, including your Internet Protocol (IP) address, browser type, device information, and pages visited.

This information helps us understand how visitors use our website and allows us to improve the user experience.

How We Use Your Information

Information collected may be used for purposes such as:

  • Responding to inquiries or requests
  • Providing financial planning or advisory services
  • Verifying your identity
  • Improving our website functionality and services
  • Providing relevant updates or information regarding financial services
  • Detecting and preventing fraud or unauthorized activity

In some cases, information may be used to support the delivery of financial products or services you request through affiliated service providers.

Information Sharing

We respect the confidentiality of your information and do not sell your personal data.

Your information may be shared in limited circumstances, including:

  • With service providers that assist in operating our business or delivering services
  • With financial institutions, custodians, or broker-dealers involved in providing investment services
  • With regulators or legal authorities when required by law
  • With affiliated financial service providers when necessary to process transactions or maintain accounts

Such sharing occurs only when necessary to conduct business or comply with applicable laws and regulations.

Affiliated Financial Service Providers

Investment advisory services offered through Cross Financial Services, Inc., a registered investment adviser. Securities are offered through LPL Financial, Member FINRA/SIPC.

When you engage services that involve LPL Financial or related platforms, personal and financial information may be collected or processed as part of account management, verification, or regulatory requirements.

These entities maintain their own privacy and cybersecurity programs designed to protect client data and financial accounts.

Cookies and Website Tracking

Our website may use cookies or similar technologies to improve site functionality and analyze visitor activity.

Cookies are small data files placed on your device to help websites recognize returning visitors and improve usability.

You may disable cookies through your browser settings, though some features of the website may not function properly.

Data Security

We take reasonable precautions to protect your personal information.

Security measures may include administrative, technical, and physical safeguards designed to protect sensitive information from unauthorized access or misuse.

Financial institutions and service providers associated with our services maintain robust cybersecurity and data protection controls to safeguard customer information.

Links to Third-Party Websites

Our website may contain links to third-party websites for additional information or services.

We are not responsible for the privacy practices or content of external websites. We encourage users to review the privacy policies of those websites before providing personal information.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to:

  • Request access to your personal data
  • Request correction of inaccurate information
  • Request deletion of personal information when appropriate

Requests regarding personal data may be submitted using the contact information listed below.

Children’s Information

Our website and services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in legal requirements, technology, or business practices.

Any updates will be posted on this page with the revised effective date.

Contact Information

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

By The Tree Financial, LLC
(346) 307-1722
Cam.Jensen@LPL.com
5007 Creekbend Dr., Fulshear Texas 77441