Privacy Policy

CFL Wealth Management, LLC does business as CFL Wealth Agency.

Effective Date: January 13, 2026

CFL Wealth Management, LLC (“Company,” “we,” “us,” or “our”) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and protect your information when you interact with our website, forms, events, and communications.

Information We Collect

We may collect personal information including, but not limited to:

- First and last name

- Phone number

- Email address

- Event registration details

- Communication preferences

Information is collected when you:

- Register for an event or mastermind

- Submit a form on our website

- Communicate with us directly

How We Use Your Information

We use your information to:

- Confirm event registrations

- Send reminders, updates, and notifications

- Respond to inquiries

- Send marketing or promotional messages only if you explicitly opt in

SMS Communications

If you opt in to receive SMS messages from CFL Wealth Management, LLC:

- You may receive non-marketing (transactional) messages such as confirmations, reminders, and event-related updates

- You may receive marketing or promotional messages only if you separately consent

- Message frequency may vary

- Message and data rates may apply

- You may opt out at any time by replying STOP. You will receive a confirmation message upon opting out.

- You may reply HELP for assistance

Consent to receive SMS messages is not a condition of purchase.

Non-Sharing of Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services, such as customer service, is permitted.
All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Information Sharing

We do not sell, rent, or trade your personal information.
We may share information with trusted service providers solely to support business operations and service delivery.

Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, or misuse.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us directly.

Contact Information

If you have any questions about this Privacy Policy, please contact us at:

CFL Wealth Management, LLC

8131 Lyndon B Johnson Fwy

Ste 275

Dallas, TX 75251

[email protected]
(817) 739-8182