Privacy Policy

Introduction

Bluegrass Advise LLC ("we," "our," or "us") is a Kentucky-based business advisory and consulting firm. We are committed to protecting the privacy and security of the personal information we collect from visitors to our website and clients who engage our consulting services.

This Privacy Policy explains how we collect, use, store, and disclose your personal information when you visit our website at bluegrassadvise.com, submit forms, communicate with us, or engage our advisory services. By using our website or providing us with your information, you agree to the practices described in this policy.

SMS/Text Messaging

Consent and Opt-In

If you provide your mobile phone number and opt in to receive SMS or text messages from Bluegrass Advise LLC, we may use your phone number to send you appointment reminders, consultation follow-ups, marketing messages, educational business insights, and other service-related communications via text message. Your consent to receive SMS messages is not a condition of purchasing or receiving any services from us.

Message Frequency and Rates

Message frequency varies and is approximately 4-8 messages per month. Standard message and data rates may apply depending on your mobile carrier and plan. Bluegrass Advise LLC is not responsible for any fees charged by your mobile carrier.

SMS Data Handling and Third-Party Sharing

We do not share, sell, or disclose your mobile phone number or SMS opt-in information to any third party for marketing or promotional purposes.

Your phone number and SMS consent data may only be shared with the following categories of service providers who are necessary to deliver our text messaging services:

• SMS Platform Providers — third-party messaging platforms that facilitate the delivery of our text messages on our behalf. These providers are contractually prohibited from using your information for any purpose other than delivering messages for Bluegrass Advise LLC.
• Telecommunications Carriers — mobile network operators involved in transmitting SMS messages to your device.

No other third parties receive access to your phone number or SMS opt-in data. We do not use your SMS opt-in data for any purpose unrelated to the text messaging services you have consented to receive.

SMS Data Retention

We retain your mobile phone number and SMS consent records for as long as you remain opted in to our messaging program. If you opt out by replying STOP, we will retain a record of your opt-out request to ensure we honor it going forward. SMS consent records and phone numbers of opted-out users are retained for a period of up to 12 months following the opt-out date for compliance and audit purposes, after which they are permanently deleted from our systems.

Opting Out of SMS Messages

You may opt out of SMS messages at any time by replying STOP to any text message you receive from us. Upon receiving your opt-out request, we will send a one-time confirmation message and then promptly cease all further SMS messages to your number. Opting out of SMS messages will not affect any other communications you receive from us (such as email) or any services you have engaged.

Getting Help

You may reply HELP to any text message you receive from us for assistance. You will receive a response with our contact information and instructions on how to opt out. You may also contact us directly at info@bluegrassadvise.com with any questions regarding our text messaging practices.

Information We Collect

We may collect the following types of personal information when you interact with our website or engage our services:

• Name — your first and last name, as provided through our contact or consultation forms.
• Email Address — used to respond to inquiries and communicate regarding our advisory services.
• Phone Number — including mobile phone numbers, used to schedule consultations and communicate with you.
• Business Information — such as your company name, industry, role, and details about your business that you share with us through forms or during consultations.
• Message Content — any information you voluntarily include in messages submitted through our website forms.
• Usage Data — non-personally identifiable information such as browser type, device type, pages visited, and referring URLs, collected automatically when you browse our website.

We collect personal information only when you voluntarily provide it to us, such as when you fill out a contact form, request a consultation, or communicate with us directly.

How We Use Your Information

We use the personal information we collect for the following purposes:

• Consultation and Advisory Services — to schedule, prepare for, and deliver business advisory consultations tailored to your needs.
• Communications — to respond to your inquiries, follow up on consultation requests, and provide information about our services that you have requested.
• Service Improvement — to understand how visitors use our website and to improve the quality, relevance, and functionality of our services and online presence.
• Administrative Purposes — to manage our client relationships, maintain records, and fulfill our business and legal obligations.

Information Sharing

We do not sell, rent, or trade your personal information to third parties for their own marketing purposes. We may share your information only in the following limited circumstances:

• Service Providers — we may share information with trusted third-party service providers who assist us in operating our website, managing communications, or delivering our services (for example, web hosting providers or scheduling tools). These providers are contractually obligated to use your information only for the purposes of providing services to us and to maintain appropriate confidentiality protections.
• Legal Requirements — we may disclose your information if required to do so by law, regulation, legal process, or enforceable governmental request.
• Business Transfers — in the event of a merger, acquisition, or sale of all or a portion of our business assets, your personal information may be transferred as part of that transaction. We will notify you of any such change in ownership or control of your personal information.
• With Your Consent — we may share your information in other circumstances if you have given us your explicit consent to do so.

Data Security

We take reasonable administrative, technical, and physical measures to protect the personal information we collect from unauthorized access, use, alteration, and disclosure. These measures include the use of secure connections (SSL/TLS encryption) on our website and restricted access to personal data within our organization.

However, no method of transmission over the Internet or method of electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security. We encourage you to take steps to protect your personal information as well, such as keeping any account credentials confidential.

Your Rights

You have certain rights regarding the personal information we hold about you. Subject to applicable law, you may:

• Access — request a copy of the personal information we have collected about you.
• Correction — request that we correct or update any inaccurate or incomplete personal information.
• Deletion — request that we delete your personal information from our records, subject to any legal obligations that require us to retain certain data.
• Opt-Out — opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in our emails or by contacting us directly.

To exercise any of these rights, please contact us at info@bluegrassadvise.com. We will respond to your request within a reasonable time frame and in accordance with applicable law.

Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small data files stored on your device that help us understand how visitors interact with our website.

We may use cookies for the following purposes:

• Essential Cookies — necessary for the basic functionality of our website, such as maintaining your session as you navigate between pages.
• Analytics Cookies — used to collect anonymous information about how visitors use our website, including which pages are visited most frequently and how users navigate the site. This helps us improve our website's performance and content.

Most web browsers allow you to manage your cookie preferences through browser settings. You may choose to block or delete cookies; however, doing so may affect certain features or functionality of our website.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable legal requirements. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Your continued use of our website or services after any changes to this policy constitutes your acceptance of the updated terms.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Bluegrass Advise LLC
Email: info@bluegrassadvise.com
Website: bluegrassadvise.com