Privacy Policy
Last Updated: February 2026
Information We Collect
We collect information that you voluntarily provide when you:
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Submit a contact form
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Request services
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Book a consultation
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Sign up for updates or resources
This may include your name, email address, phone number, business details, or any information you choose to share.
We do collect sensitive personal information only when needed to fulfill the service you're requesting.
How We Use Your Information
We use the information you provide solely to:
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Respond to your inquiries
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Communicate about services
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Deliver requested information or resources
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Complete a service requested and paid for by you
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Maintain internal records related to your project or account
We do not use your information for advertising, resale, or unrelated marketing.
Information We Do Not Share
Root & Record does not sell, rent, trade, or give your personal information to any third parties.
Your information is used only for direct communication and service delivery between you and Root & Record.
Data Security
We take reasonable steps to protect your information from unauthorized access, misuse, or disclosure. While no online system is completely secure, we are committed to safeguarding your data to the best of our ability.
If you submit information through a form on our website, it is transmitted using standard encrypted methods provided by our website platform.
Cookies & Website Analytics
Our website may use basic cookies or analytics tools to understand general website activity (such as page views or traffic patterns). These tools do not identify you personally.
You can disable cookies through your browser settings at any time.
Your Choices
You may request to:
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Update your information
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Correct inaccurate details
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Have your information deleted
Simply contact us using the information below.
Third-Party Links
Our website may include links to external sites. We are not responsible for the privacy practices or content of those websites.
Changes to This Policy
We may update this Privacy Policy occasionally to reflect changes in our practices. Any updates will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Root & Record Group, LLC
Email: Katie@rootandrecord.com