Privacy Policy
Effective Date: February 27, 2026
Whittaker Financial LLC respects your privacy and is committed to protecting your personal information.
Information We Collect
We may collect personal information including your name, phone number, email address, and other details you voluntarily provide when requesting information or scheduling a consultation.
How We Use Your Information
Your information may be used to:
• Respond to inquiries
• Provide insurance and financial service information
• Schedule appointments
• Send policy updates
• Send text or email communications related to your request
We do not sell, rent, or share your personal information with third parties for marketing purposes.
SMS & Text Messaging
By providing your phone number, you consent to receive text messages from Whittaker Financial LLC related to appointments, policy information, and service updates.
Message and data rates may apply. Message frequency varies.
You may opt out at any time by replying STOP.
Data Protection
We implement reasonable safeguards to protect your information.
Contact Us
Whittaker Financial LLC
New Albany, Indiana
(812) 399-8251