Effective Date: 03/01/25
Last Updated: 06/30/25

Ascend Oasis Group LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, services, or communication channels.

1. Information We Collect

When you submit information through our website (such as our contact or opt-in forms), we may collect the following:

• Personal Identification Information: Name, phone number, email address, mailing address, or other contact details.
• Professional and Financial Information (if applicable): Business name, services requested, or financial goals relevant to the consultation.
• Technical Data: IP address, browser type, operating system, and usage patterns collected automatically via cookies or analytics tools.

2. How We Use Your Information

We use the information collected for the following purposes:

• To respond to inquiries and provide financial consulting or related services.
• To send appointment confirmations, reminders, and updates regarding your scheduled meetings.
• To communicate relevant updates, promotions, and offers via SMS and email, only after you have opted in.
• To enable our sales and service representatives to follow up with you regarding services or inquiries after you’ve expressed interest or signed up.
• To improve our services, user experience, and business operations.
• To comply with legal and regulatory requirements.

3. Consent to Communications

By providing your phone number and submitting your information, you consent to receive SMS and email communications from Ascend Oasis Group LLC. These communications may include:

• Appointment confirmations and reminders
• Service-related updates and account notifications
• Promotional offers or announcements
• Follow-up messages from sales or service professionals

You may opt out at any time by replying “STOP” to any text message or by contacting us directly at clientservices@ascendoasisgroup.com.

We do not send messages without your express consent. You can manage your preferences or request deletion of your data at any time.

4. Sharing of Information

We do not sell or rent your personal information. We may share your information with:

• Trusted partners or affiliates to fulfill services on your behalf.
• Legal authorities if required by law, subpoena, or to protect our rights.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no system is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to:

• Access and request a copy of the personal information we hold about you.
• Correct any inaccuracies in your personal information.
• Request that we delete your personal data (subject to compliance obligations).

To exercise any of these rights, please contact us at clientservices@ascendoasisgroup.com.

7. Changes to This Policy

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

8. Contact Us

If you have any questions or concerns regarding this Privacy Policy, contact us at:

Ascend Oasis Group LLC
7901 4th St N STE 300, St. Petersburg, FL 33702
Phone: 1(866) 996-9070
Email: clientservices@ascendoasisgroup.com
Website: www.ascendoasisgroup.com