This Privacy Policy and Terms of Use govern the way ClearRoad Financial (“ClearRoad Financial,” “Our,” “Us,” or “We”) collects, uses, maintains, and discloses information collected from users (each, a “User”) of the ClearRoad Financial website located at www.clearroadfinancial.com (the “Site”). This document applies to the Site and all services offered by ClearRoad Financial.
Privacy Policy
Personal Identification Information
We may collect personal identification information from Users in a variety of ways, including but not limited to when Users visit our Site, subscribe to our newsletter, fill out a contact or inquiry form, respond to a survey, or engage with other activities, services, or resources we make available on our Site. Users may be asked for, as appropriate: name, email address, mailing address, and phone number.
Users may visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personal identification information, except that doing so may prevent them from engaging in certain Site-related activities.
Non-Personal Identification Information
We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of device, and technical information about a User’s means of connection to our Site, such as the operating system, Internet service provider, and other similar information.
Web Browser Cookies
Our Site may use “cookies” to enhance User experience. A User’s web browser places cookies on their device for record-keeping purposes and sometimes to track information about their session. Users may choose to set their web browser to refuse cookies or to alert them when cookies are being sent. If cookies are disabled, note that some parts of the Site may not function properly.
When you first visit our Site, you will be asked to consent to our use of cookies via a cookie consent banner. You may adjust your preferences at any time through your browser settings.
How We Use Collected Information
ClearRoad Financial collects and uses Users’ personal information for the following purposes:
To improve customer service: Information you provide helps us respond to your service requests and support needs more efficiently.
To personalize your experience: We use information in aggregate to understand how our Users interact with the services and resources provided on our Site.
To improve our Site: We use feedback you provide to improve our offerings and the overall user experience.
To send periodic communications: We may use your email address to send you information, updates, and relevant content pertaining to our services. If you have opted in to our mailing list, you will receive emails that may include company news, financial insights, and service information. Every email includes unsubscribe instructions, and you may opt out at any time.
Marketing Communications Consent
By submitting your information through our website or contact forms, you consent to receive communications from ClearRoad Financial, including emails and phone calls related to our services. You may opt out at any time by following the unsubscribe instructions in any email you receive or by contacting us directly at hello@clearroadfinancial.com.
How We Protect Your Information
We adopt appropriate data collection, storage, and processing practices and security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information and data stored on our Site. While we take reasonable precautions to protect your information, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Sharing Your Personal Information
We do not sell, trade, or rent Users’ personal identification information to others. We may share generic aggregated demographic information, not linked to any personal identification information, with our business partners or trusted affiliates for the purposes outlined above.
We may use third-party service providers to help us operate our business and our Site or to administer activities on our behalf, such as sending newsletters or conducting surveys. We may share your information with these third parties for those limited purposes, provided that you have given us your permission. Outside of those limited circumstances, we do not sell, share, rent, trade, or disclose your personal information with any third-party companies.
Data Retention
We retain your personal information for as long as necessary to provide our services and fulfill the purposes outlined in this Privacy Policy, or as required by applicable law. You may request deletion of your personal data at any time by contacting us at hello@clearroadfinancial.com. We will respond to all deletion requests within a reasonable timeframe and in accordance with applicable law.
Cookies Policy & Marketing Consent
We use cookies on our website to enhance your browsing experience and to deliver relevant content. By continuing to use our website after being presented with our cookie consent notice, you agree to the use of cookies as described in this policy.
What Are Cookies? Cookies are small text files stored on your device when you visit our website. These cookies allow us to remember your preferences, improve website performance, and collect information about usage patterns.
We use the following types of cookies:
Essential Cookies: Necessary for the website to function properly, such as for form submissions and navigation.
Analytics Cookies: Help us understand how visitors interact with our Site so we can improve the user experience.
Advertising Cookies: Used to provide relevant content and communications based on your interests.
You can manage your cookie preferences by adjusting your browser settings. However, disabling certain cookies may affect your experience on our website.
Do-Not-Track (DNT) Requests
At this time, we do not respond to browser Do Not Track (DNT) signals. We continue to collect information as described in this Privacy Policy regardless of DNT settings in your browser.
CALIFORNIA CONSUMER PRIVACY ACT (CCPA)
This section supplements the Privacy Policy above and applies solely to Users who reside in the State of California.
Collection of Personal Information
ClearRoad Financial does not actively solicit sensitive personal identification information such as social security numbers, driver’s license numbers, passport numbers, or credit card information. The personal information we typically collect is limited to business-relevant details such as name, email address, mailing address, IP address, and telephone number.
In the event that a User voluntarily submits any additional personal identification information to us through a contact form or other communication, we are legally obligated to protect that information in accordance with this Privacy Policy.
Your CCPA Rights
Right to Access: You have the right to request that we disclose the personal information we have collected about you over the past 12 months, including the categories of information, the sources from which it was collected, the business purpose for collecting it, and the categories of third parties with whom we share it.
Right to Deletion: You have the right to request that we delete personal information we have collected from you, subject to certain exceptions. To submit a deletion request, contact us at hello@clearroadfinancial.com.
Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights. We will not deny you services, charge you a different price, or provide a different level of service based solely on your exercise of these rights.
Do Not Sell My Personal Information: We do not sell, trade, or rent your personal identification information to others and have not done so in the past 12 months. To opt out of any future sale of your personal information, contact us at hello@clearroadfinancial.com.
How to Submit a Request
To exercise any of the rights described above, please contact us using the information below. We will respond to verified requests within 45 days as required by the CCPA.
ClearRoad Financial
551 S. I-35 Frontage Rd, Ste 117, Round Rock, TX 78664
www.clearroadfinancial.com
General Data Protection Regulation (GDPR)
This section supplements the Privacy Policy above and applies solely to Users who reside in the European Union (EU). ClearRoad Financial is the data controller for the personal information Users provide. For data protection queries, please contact us at hello@clearroadfinancial.com.
Your GDPR Data Protection Rights
Every User located in the EU is entitled to the following eight (8) data protection rights:
Right to be Informed: Anyone processing a User’s personal data must make clear what data is being processed, why, and who else it may be shared with.
Right to Access: You have the right to see what personal information we hold about you and to request a copy of that information.
Right to Rectification: Your data must be corrected or amended if inaccurate information is being held.
Right to Erasure (Right to be Forgotten): At any time, you may contact us at stephanie@clearroadfinancial.com to request that we delete all personal data we hold about you.
Right to Restrict Processing: You have the right to request a temporary halt to the processing of your personal data, such as when data is being corrected or a dispute is being resolved.
Right to Data Portability: You may request that any personal data you have supplied to us be provided back to you in a structured, machine-readable format.
Right to Object to Processing: You have the right to object to any data processing that falls outside the primary purpose for which the data was collected.
Right to Avoid Automated Decision-Making: You may not be subject to any decision based solely on automated processing, including profiling.
When We Collect Personal Data
ClearRoad Financial will only collect and use your personal information in the following circumstances:
Where you have given us consent to process personal data for a specified purpose.
Where we require your data to perform the services we have agreed to provide.
Where it is necessary for our legitimate business interests, provided your fundamental rights do not override these interests.
Where we are required to comply with a legal obligation.
How You Provide Consent
Users provide consent by filling out contact forms on our Site. We collect this information for the purpose of providing our services and, where consented to, for marketing communications.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by applicable law. We will not retain your data longer than is necessary for its stated purpose. You may request deletion of your data at any time by contacting hello@clearroadfinancial.com.
Transferring Data Internationally
ClearRoad Financial is a U.S.-based company located outside of the European Economic Area (EEA). During all international data transfers, we will comply with applicable data protection laws, including the GDPR and, where applicable, the UK Data Protection Act 2018. By using our Site and providing your consent, you also consent to the transfer of your personal data to data processors located in countries outside the EEA.
Withdrawing Your Consent
Where we rely on your consent as the legal basis for processing your personal information, you may withdraw your consent at any time by contacting us at stephanie@clearroadfinancial.com. If you have provided consent for your details to be shared with a third party and you wish to withdraw this consent, please contact that third party directly.
Compliance with the Children’s Online Privacy Protection Act (COPPA)
Protecting the privacy of minors is especially important to us. We do not knowingly collect or maintain information from any person under 13 years of age. No part of our website is structured to attract individuals under the age of 13.
Terms Of Use
Overview
By accessing or using the ClearRoad Financial website at www.clearroadfinancial.com (the “Site”), you agree to be bound by these Terms of Use. If you do not agree with any of these terms, please do not use the Site. ClearRoad Financial reserves the right to seek all remedies available at law and in equity in the event of a violation of these Terms.
Changes to These Terms
ClearRoad Financial may, at its sole discretion, update, modify, or change these Terms of Use at any time and with or without notice. ClearRoad Financial may also change, suspend, or discontinue any aspect of the Site at any time, with or without notice. Your continued use of the Site following the posting of any changes constitutes your agreement to be bound by those changes.
Intellectual Property & Content
All data, content, information, and materials on this Site, including but not limited to text, graphics, logos, images, audio clips, and software are protected by copyright, trademark, and other intellectual property laws and are owned by or licensed to ClearRoad Financial. Nothing on this Site grants you any right or license to use any marks, logos, or content without the prior written consent of ClearRoad Financial.
You may display and print content from this Site for your own personal, non-commercial use only. Any other use, reproduction, or distribution of Site content without prior written permission from ClearRoad Financial is strictly prohibited.
Website Use & Acceptable Conduct
By using this Site, you agree that you will not:
Use the Site for any fraudulent, unlawful, or unauthorized purpose.
Post, transmit, or otherwise distribute any defamatory, obscene, offensive, or harassing content.
Infringe upon the intellectual property rights or privacy rights of any third party.
Attempt to gain unauthorized access to any part of the Site or its underlying systems.
Use any automated tool, script, or software to scrape, crawl, or harvest data from the Site.
Introduce any malicious code, virus, or harmful component to the Site.
Interfere with the proper functioning of the Site or its servers.
Impersonate ClearRoad Financial or any individual or entity in a misleading or deceptive manner.
Termination
ClearRoad Financial reserves the right, in its sole discretion, to terminate your access to all or part of the Site at any time, with or without notice, for any reason including but not limited to a violation of these Terms of Use.
Disclaimers
ClearRoad Financial has taken reasonable efforts to ensure that the content on this Site is accurate. However, all content is provided “AS IS” without warranty of any kind. ClearRoad Financial does not warrant that the Site will operate without interruption or error, or that any defects will be corrected. ClearRoad Financial specifically disclaims:
Liability for damages involving the correctness, completeness, or accuracy of any content on the Site.
Liability for any damage or loss resulting from unauthorized access to or use of the Site.
Any representation that the Site content is applicable or appropriate for use in all locations.
Disclaimer of Warranties & Limitation of Liability
CLEARROAD FINANCIAL AND ITS AFFILIATES DO NOT MAKE, AND HEREBY DISCLAIM, ANY AND ALL EXPRESS, IMPLIED, OR STATUTORY WARRANTIES, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
UNDER NO CIRCUMSTANCES SHALL CLEARROAD FINANCIAL OR ITS AFFILIATES BE LIABLE FOR ANY INCIDENTAL, SPECIAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES RELATED TO YOUR USE OF THIS SITE, EVEN IF CLEARROAD FINANCIAL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Because some jurisdictions do not allow limitations on implied warranties or liability for consequential or incidental damages, these limitations may not apply to you.
Third-Party Links
This Site may contain links to third-party websites. ClearRoad Financial has not reviewed all linked sites and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by ClearRoad Financial. Use of any linked website is at your own risk.
Governing Law
These Terms of Use and your use of the Site shall be governed by and interpreted solely pursuant to the laws of the State of Texas, U.S.A., without regard to conflict of law principles. You agree that the exclusive jurisdiction for any claim or action arising out of or relating to these Terms of Use or your use of the Site shall be in a state or federal court located in Texas, and you hereby consent to the personal jurisdiction of such courts.
Revisions
The materials on this Site may include technical, typographical, or other errors. ClearRoad Financial does not warrant that any materials are accurate, complete, or current. ClearRoad Financial may make changes to the materials on this Site at any time without notice.
Severability
If any provision of these Terms of Use is deemed invalid or unenforceable by a court of competent jurisdiction, the invalidity of that provision shall not affect the validity of the remaining provisions, which shall remain in full force and effect.
Changes To This Policy & Contact Information
Changes to This Privacy Policy
ClearRoad Financial reserves the right to update this Privacy Policy and Terms of Use at any time. When we do, we will revise the updated date at the top of this document. We encourage Users to check this page periodically to stay informed of any changes. Your continued use of the Site following any posted changes constitutes your acceptance of those changes.
Your Acceptance of These Terms
By using this Site, you signify your acceptance of this Privacy Policy and Terms of Use. If you do not agree to these terms, please do not use our Site.
Contact Us
For any questions about this Privacy Policy or Terms of Use, to exercise your data rights, or to submit a complaint, please contact us at:
ClearRoad Financial
551 S. I-35 Frontage Rd, Ste 117, Round Rock, TX 78664
Phone: 512-647-2830
Email: hello@clearroadfinancial.com
Website: www.clearroadfinancial.com
Effective Date: June 5, 2026