Privacy Policy

Strong Heritage Risk Advisors (“SHRA”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Notice describes the personal information we collect, how we use it, and the rights you have regarding your data.

Information We Collect

We may collect the following categories of personal information to provide financial, insurance, and risk-advisory services:

  • Identifiers: Name, address, phone number, email address, date of birth, government-issued identification numbers.
  • Financial Information: Account details, insurance information, transaction data, risk profiles.
  • Commercial Information: Records of products or services purchased, considered, or inquiries submitted.
  • Internet or Network Activity: Browsing activity, device data, interactions with our website or communications.
  • Professional / Employment Information: Current or past job history, occupation or related information used for advisory
    services.
  • Inferences: Insights used to tailor risk or financial recommendations.

We do not knowingly collect sensitive health information unless relevant to insurance or risk-related services and provided with your consent.

How We Use Your Information

Providing and maintaining advisory, financial, insurance, and risk-management services.

  • Account servicing, identity verification, and communication.
  • Processing transactions and related documentation.
  • Security, fraud detection, and regulatory compliance.
  • Internal analytics, research, and service improvement.
  • Technology development and operational support.

How We Share Your Information

  • Service providers assisting with technology, analytics, communications, and operational support.
  • Financial institutions, insurance carriers, or third-party partners at your direction.
  • Government or regulatory agencies when required by law or regulation.

We do not sell personal information and have not sold personal information in the past 12 months.

California Consumer Privacy Act (CCPA) Notice

This section applies only to California residents and supplements the Privacy Notice.

Your CCPA Rights

  • Right to Know: Request the categories and specific pieces of personal information we have collected, used, or disclosed.
  • Right to Access: Request copies of your personal information.
  • Right to Delete: Request deletion of personal information, subject to legal exceptions.
  • Right to Correct: Request correction of inaccurate personal information.
  • Right to Opt-Out: Request that we do not sell or share your personal information (SHRA does not sell or share personal
    data for cross-context behavioral advertising).
  • Right to Non-Discrimination: You will not be treated differently for exercising your privacy rights.

How to Exercise Your Rights

You or your authorized agent may submit a verifiable consumer request using any of the following methods:

  • Email: info@stronghra.com
  • Phone: (877) 341-0222
  • Mail: Strong Heritage Risk Advisors, 126 Juniper Ln, Boerne, TX 78006

We must verify your identity (and the authority of any authorized agent) before fulfilling requests. You may submit up to two access requests within a 12-month period.

Your CCPA Rights

  • Identifiers.
  • Personal and financial information.
  • Commercial information.
  • Internet or device activity.
  • Professional or employment information.
  • Inferences related to service personalization.

Purposes of Collection

  • Providing services and maintaining accounts.
  • Detecting fraud or security threats.
  • Processing transactions and payments.
  • Customer support and communications.
  • Improving, upgrading, or enhancing our services.
  • Legal and regulatory compliance.

GDPR Privacy Notice (EU/UK)

This section applies to individuals located in the European Union (EU), European Economic Area (EEA), or United Kingdom (UK).

Data Controller

Strong Heritage Risk Advisors (“SHRA”) is the data controller for personal information processed under this notice.

Legal Basis for Processing

  • Contractual necessity: To provide services you request.
  • Consent: When you explicitly agree to specific processing activities.
  • Legitimate interests: To operate, improve, and secure our business.
  • Legal obligations: To comply with applicable laws and regulations.

Your Rights Under GDPR

  • Access your personal data.
  • Correct inaccurate or incomplete information.
  • Request deletion (“right to be forgotten”).
  • Restrict certain processing activities.
  • Object to processing based on legitimate interests.
  • Request data portability.
  • Withdraw consent at any time (where processing is based on consent).
  • Lodge a complaint with a data protection authority.

International Data Transfers

Your information may be transferred to and processed in countries outside the EU/UK. Where we do so, we implement appropriate safeguards, such as Standard Contractual Clauses or equivalent protections.

Data Retention

We retain personal data only as long as necessary to fulfill our service obligations, comply with legal requirements, and maintain accurate records.
For EU/UK privacy-related questions or requests, contact info@stronghra.com or (877) 341-0222.

Cookie Notice

Strong Heritage Risk Advisors uses cookies and similar technologies to improve website functionality, analyze usage, and enhance your experience.

What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They help us understand how visitors use our site and enable certain features.

Types of Cookies We Use

  • Essential Cookies: Required for core features like security and basic navigation.
  • Performance & Analytics Cookies: Help us understand website usage and improve content.
  • Preference Cookies: Remember your settings and preferences.

We do not use cookies for advertising or cross-site tracking.

Terms & Conditions (Summary)

By accessing or using Strong Heritage Risk Advisors’ website, services, digital tools, or materials (collectively, the “Services”), you agree to the following key terms.

  • Use of Services: You agree to use the Services only for lawful purposes and in accordance with these Terms.
  • No Professional Guarantee: We do not guarantee specific outcomes; all advice depends on information you provide and market conditions.
  • Client Responsibilities: Provide accurate information, notify us of changes, and review recommendations before making decisions.
  • Intellectual Property: All website and service materials are owned by SHRA and may not be reproduced without permission.
  • Third-Party Services: We are not responsible for the content or practices of external websites, insurers, or financial institutions.
  • Limitation of Liability: SHRA is not liable for indirect, incidental, special, consequential, or punitive damages.
  • Governing Law: These Terms are governed by the laws of the State of Texas.

For full Terms & Conditions, Privacy Notice, CCPA Notice, GDPR Notice, and Cookie Notice, please refer to the complete policies available on our website or by contacting us directly.

 

Contact

Strong Heritage Risk Advisors

126 Juniper Ln, Boerne, TX 78006

info@stronghra.com · (877) 341-0222