Hutto Financial Strategies requires that you provide current and accurate financial and personal information. We handle your information in a safe and secure manner.

Safeguarding Customer Documents

We collect non-public consumer data in forms and documentation for investment and consulting services. Access to records is restricted and secured.

No unauthorized individual may access or share customer information without consent. Violations may result in discipline or termination.

Sharing Nonpublic Personal and Financial Information

We do not share information with nonaffiliated third parties except to complete transactions, service accounts, resolve disputes, comply with laws, prevent fraud, or when consent is provided.

Opt-Out Provisions

There are no opt-out provisions where sharing is required to service accounts or comply with legal obligations.

SMS Privacy policy

We do not share, sell, or distribute mobile phone numbers or other mobile information with third parties or affiliates for marketing or promotional purposes. No mobile information will be shared with third parties for marketing purposes. Text message opt‑in data and consent are not shared with any third parties, including subsidiaries and affiliates. If you wish to stop receiving text messages, you may opt out at any time by replying STOP.