Privacy Policy

Overview

Brightstar Advisory ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information you provide when you visit brightstaradvisorygroup.com or contact us about our services.

We do not sell, rent, or trade your personal information. Full stop.

Information We Collect

We collect information only when you choose to provide it:

• Contact form submissions — your name, email address, phone number, and any message you send us.
• Email and phone correspondence — records of communications you initiate with us.
• Engagement information — details you share as part of an active client relationship, such as business information needed to provide bookkeeping or advisory services.

We do not use tracking cookies, advertising pixels, or analytics tools that collect behavioral data about site visitors. We do not knowingly collect information from children under 13.

How We Use Your Information

• To respond to inquiries and schedule discovery calls.
• To deliver the bookkeeping, advisory, or CFO services you have engaged us for.
• To send service-related communications (invoices, meeting confirmations, deliverables).
• To comply with applicable legal and professional obligations.

We will not use your information to send unsolicited marketing emails or add you to mailing lists without your consent.

How We Share Your Information

We share your information only to the extent necessary to run our business and deliver our services:

• Service providers — third-party tools we use to operate (e.g., our email delivery provider). These providers are contractually prohibited from using your data for any purpose beyond fulfilling our request.
• Legal requirements — if required by law, subpoena, or regulatory obligation, we may disclose information as permitted or required.

We do not share your information with marketing partners, data brokers, or any third party for commercial purposes.

Data Retention

We retain contact inquiry records for up to 24 months. Client engagement records are retained for as long as required by applicable accounting standards and professional regulations, typically seven years. You may request deletion of non-engagement records at any time by contacting us.

Your Rights

You have the right to:

• Request a copy of the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of personal information we are not legally required to retain.
• Opt out of any marketing communications at any time.

To exercise any of these rights, email us at caleb@brightstaradvisorygroup.com.

Security

We use reasonable administrative and technical safeguards to protect your information. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security. We will notify you promptly if we become aware of a breach affecting your personal data.

Changes to This Policy

We may update this policy from time to time. Material changes will be noted by updating the "Last updated" date at the top of this page. Continued use of our website or services after changes are posted constitutes acceptance of the revised policy.

Contact Us

Questions about this Privacy Policy?