Privacy policy.

Effective Date: 5/23/2025

Third Rail Financial (“we,” “our,” or “us”) is committed to protecting the privacy of our website visitors and clients. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website at ThirdRailFinancial.com, or engage with our services, including SMS communications.

Please read this policy carefully. By using our site, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

When you use our website or contact us, we may collect the following personal information:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Financial information (only if voluntarily provided)

  • IP address and device/browser information

  • Communication preferences, including SMS/text message opt-ins

We collect this information when you:

  • Fill out a form

  • Request a consultation

  • Download a resource

  • Subscribe to our newsletter or SMS updates

2. How We Use Your Information

We use your information to:

  • Respond to your inquiries

  • Send you the requested materials or resources

  • Schedule appointments

  • Deliver SMS or email communications (if opted in)

  • Improve our website and customer service

  • Comply with applicable legal obligations

3. SMS/Text Messaging Consent and Disclosure

By providing your phone number and opting in through our website or forms, you consent to receive SMS/text messages from Third Rail Financial, which may include:

  • Appointment confirmations and reminders

  • Marketing messages

  • Service-related updates

Message frequency varies. Message and data rates may apply. You can opt out at any time by replying “STOP.” For assistance, reply “HELP” or contact us at info@thirdrailfinancial.com or 713.256.1154

4. Sharing of Information

We do not sell your personal information to third parties.

We may share your data with trusted third-party providers as necessary to operate our business, such as:

  • SMS and email marketing platforms

  • Appointment scheduling tools

  • CRM and analytics platforms

  • Insurance carriers or financial partners (only with your consent)

All third-party service providers are required to safeguard your information.

5. Cookies and Tracking

Our website uses cookies and similar technologies (e.g., Google Analytics, Facebook Pixel) to enhance your browsing experience and understand how users interact with our site.

You can set your browser to refuse some or all cookies or alert you when cookies are being sent.

6. Your Privacy Rights

You may request to:

  • Access the personal data we hold about you

  • Correct inaccuracies in your data

  • Opt out of emails or SMS communications

  • Request deletion of your data (as allowed by law)

To exercise any of these rights, email us at info@thirdrailfinancial.com.

7. Security of Your Information

We implement industry-standard security measures to protect your data, including encrypted forms and secure storage. However, no method of transmission over the internet is 100% secure.

8. Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

9. Changes to This Policy

We reserve the right to update or change this Privacy Policy at any time. The effective date will always be listed at the top. Continued use of the site after changes constitutes your acceptance.

10. Contact Us

If you have any questions about this Privacy Policy or your data, please contact:

Brandon Green
Third Rail Financial
25140 Kingsland Blvd.
Suite 100 
Katy, TX 77494
📧 info@thirdrailfinancial.com
📞 713.256.1154