Last updated and reviewed on 01/21/2026

This Privacy Policy describes how Octopus Financial Group LLC (“Company,” “we,” “us,” or “our”) collects, uses, stores, and shares your information when you use our website and related services (collectively, the “Services”).

By using our Services, you agree to the collection and use of information in accordance with this Privacy Policy.
If you do not agree with our policies and practices, please do not use our Services.

OVERVIEW OF THIS PRIVACY POLICY

This Privacy Policy explains:

What information we collect

How we use your information

When and with whom we share information

Whether we use cookies and tracking technologies

How long we retain your information

Your privacy rights

How we protect your information

How to contact us regarding privacy matters

SECTION 1. WHAT INFORMATION DO WE COLLECT?

Personal Information You Disclose to Us

We collect personal information that you voluntarily provide to us when you:

Fill out forms on our website

Request information or consultations

Apply for mortgage, tax, or financial services

Contact us by phone, email, or online forms

The personal information we may collect includes:

- Contact Information: First and last name, email address, phone number, mailing address

- Financial Information: Information provided for mortgage, tax preparation, or financial evaluation purposes

- Employment & Income Information: As required for service evaluation

- Preferences & Notes: Communication preferences, additional messages or notes

All personal information you provide must be accurate, complete, and current.

Sensitive Information

Octopus Financial Group does not intentionally collect protected health information (PHI).
Users are advised not to submit health-related or medical information through our website or Services.

We handle financial and tax-related data in accordance with applicable privacy, confidentiality, and regulatory standards.

Information Automatically Collected

When you visit our website, we may automatically collect certain information, including:

IP address

Browser and device characteristics

Operating system and language preferences

Referring URLs

Date and time of access

Usage patterns and interaction data

This information does not directly identify you and is used to maintain security, improve website performance, and support analytics.

SECTION 2. HOW DO WE PROCESS YOUR INFORMATION?

We process personal information for purposes including:

Providing mortgage, tax, and financial services

Responding to inquiries and requests

Communicating by email, phone, or SMS when authorized

SMS consent is not shared with third parties (except SMS providers).

Improving our website and services

Complying with legal and regulatory requirements

We maintain records as required by applicable state and federal laws.

SECTION 3. WHEN AND WITH WHOM DO WE SHARE YOUR INFORMATION?

We may share personal information only when necessary and under the following circumstances:

With Your Consent: When you authorize us to do so

Service Providers & Affiliates: Who assist us in providing Services and are required to protect your information

Legal Obligations: To comply with laws, subpoenas, court orders, or regulatory requirements

Protection of Rights: To prevent fraud, enforce policies, or protect safety and legal rights

We do not sell your personal information.

SECTION 4. DO WE USE COOKIES AND TRACKING TECHNOLOGIES?

Yes. We may use cookies and similar technologies (such as pixels and web beacons) to:

Improve website functionality

Analyze traffic and usage

Enhance user experience

You may adjust your browser settings to refuse cookies, though some features may not function properly.

SECTION 5. IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

Our servers are located in the United States.
If you access our Services from outside the U.S., your information may be transferred to, stored, and processed in the United States.

SECTION 6. HOW LONG DO WE KEEP YOUR INFORMATION?

We retain personal information only for as long as necessary to fulfill service purposes or comply with legal obligations.
When no longer required, information is securely deleted or anonymized.

SECTION 7. WHAT ARE YOUR PRIVACY RIGHTS?

You have the right to:

Request access to your personal information

Request correction of inaccurate data

Request deletion of your personal information (when legally permitted)

Withdraw consent for communications at any time

Requests can be submitted using the contact information below.

SECTION 8. DO WE UPDATE THIS POLICY?

Yes. We may update this Privacy Policy periodically.
Updates will be posted on our website with a revised “Last updated” date.

SECTION 9. HOW DO WE PROTECT YOUR INFORMATION?

We implement administrative, technical, and physical security measures, including:

Secure servers

Restricted access controls

Data protection protocols

While we strive to protect your information, no system can be 100% secure.

SECTION 10. HOW DO WE HANDLE A DATA BREACH?

In the event of a data breach, we will:

Promptly investigate the incident

Notify affected individuals as required by law

Take steps to mitigate potential harm

We comply with applicable U.S. and Texas data protection laws.

SECTION 11. DO NOT SELL MY PERSONAL INFORMATION (CCPA RIGHTS)

We do not sell personal information.

California residents have the right to request information about personal data practices under the California Consumer Privacy Act (CCPA).

SECTION 12. HOW CAN YOU CONTACT US?

If you have questions about this Privacy Policy or your data, contact us at:

Octopus Financial Group LLC
Phone: +1 (346) 485-4600