Privacy Policy

Insight Financial Services LLC

Last Updated: January 2026

This Privacy Policy explains how Insight Financial Services LLC (“Company,” “we,” “us,” or “our”) collects, uses, discloses, and safeguards your information when you access our website, communicate with us, or use our services (collectively, the “Service”). It also explains your rights and choices regarding your information.

By using the Service, you consent to the practices described in this Privacy Policy.


IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA

Insight Financial Services LLC does not share, sell, rent, or disclose customer opt-in information, including phone numbers and SMS consent records, with affiliates or third parties for marketing, promotional, or unrelated purposes.

All text messaging originator opt-in data, consent records, and timestamps are kept strictly confidential and are used only to provide the messaging services you explicitly request.


1. Information We Collect

Personal Information

We may collect personal information you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Physical or mailing address

  • Payment information (when making a purchase or requesting a quote)

  • Opt-in records, timestamps, and consent status for SMS, email, and other communication channels

Non-Personal Information

Collected automatically when you use the Service:

  • IP address

  • Browser type and version

  • Device identifiers

  • Operating system

  • Website usage patterns and analytics

Customer Communication Data

  • Records of inquiries and service requests

  • Appointment details and preferences

  • Service history, notes, and feedback

  • Communication preference settings


2. How We Use Your Information

We use collected information to:

  • Provide, operate, and improve our services

  • Process transactions and payments

  • Respond to inquiries and manage appointments

  • Communicate service-related updates and information

  • Deliver communications you have explicitly opted into

  • Maintain consent and compliance records

  • Enhance website performance and user experience

  • Prevent fraud and ensure platform security

  • Comply with legal and regulatory obligations

We do not sell personal information.


3. SMS Messaging & Compliance

Text Message Program Terms

By opting into our SMS messaging program, you agree to receive text messages related to services you request, such as:

  • Appointment reminders

  • Service updates

  • Customer support communications

Opt-In & Consent

  • Messages are sent only after explicit opt-in

  • Timestamped opt-in records are maintained

  • We comply with the Telephone Consumer Protection Act (TCPA) and applicable regulations

Opt-Out Instructions

  • Reply “STOP” at any time to cancel SMS messages

  • A confirmation message will be sent

  • No further messages will be delivered unless you re-opt in

  • Opt-out requests are processed within 24 hours

Message Frequency & Content

  • Message frequency varies based on your interactions

  • Messages are directly related to requested services

  • Promotional messages are sent only with specific consent

Help & Support

  • Reply “HELP” for assistance

  • Or contact us at [email protected] during normal business hours

Carrier Information

  • Message and data rates may apply

  • Carriers are not responsible for delayed or undelivered messages

  • Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and most regional carriers

SMS Data Protection Statement

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information may be shared only with SMS aggregators and service providers strictly necessary to deliver messages you have consented to receive.

All other use cases explicitly exclude SMS opt-in data and consent records.


4. Information Sharing & Disclosure

We do not sell, rent, or trade personal information.

We may share information with:

Service Providers

  • Payment processors

  • Scheduling platforms

  • Website hosting and analytics providers

  • SMS delivery providers (limited to message transmission only)

All service providers are contractually required to maintain confidentiality and data security.

Legal Compliance

  • When required by law, subpoena, or court order

  • To protect our rights, users, or the public

Business Transfers

  • In the event of a merger, acquisition, or asset sale

  • Data remains protected under this Privacy Policy

Text messaging opt-in data and consent records are excluded from all sharing except message delivery providers.


5. Data Security

We maintain reasonable and appropriate security measures, including:

  • Encryption of sensitive data in transit and at rest

  • Secure access controls and authentication

  • Regular system monitoring and updates

  • Employee data protection training

  • Incident response and breach notification procedures

  • Secure backups and disaster recovery protocols

No system is 100% secure. We cannot guarantee absolute security but strive to protect your information using commercially reasonable safeguards.


6. Cookies & Tracking Technologies

We use cookies and similar technologies to:

  • Analyze site traffic

  • Improve functionality and performance

  • Remember preferences

  • Measure service effectiveness

You may manage cookies through your browser settings. Disabling cookies may limit certain features.


7. Your Rights & Choices

You have the right to:

  • Access, update, or request deletion of your personal data

  • Opt out of marketing emails via unsubscribe links

  • Opt out of SMS messages by replying “STOP”

  • Withdraw consent for future communications

  • Request information about how your data is processed

  • File a complaint with a regulatory authority, where applicable

To exercise these rights, contact us using the information below.


8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices. This Privacy Policy applies only to data collected by Insight Financial Services LLC.


9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The current version will always be posted on our website with the effective date.

For material changes, we may notify you via email or prominent website notice.


10. Contact Us

If you have questions or requests regarding this Privacy Policy:

Insight Financial Services LLC
Phone: +1 208-314-4271
Email: [email protected]
Website: prosperitymultiplier.com

Copyright© Insight Financial Services LLC 2026 All Rights Reserved.

Email: [email protected]

Brooke De Vincenzi — LinkedIn Profile

The Prosperity Multiplier is a brand operated by Insight Financial Services LLC.

The information presented here is not specific to any individual’s personal circumstances. It is intended to solely illustrate the application of financial strategies and products to meet client goals. Meeting identified financial needs or implementing suggested strategies may involve the purchase of a financial product.

Privacy Policy | Terms of Service

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice