How Keystone Financial Solutions LLC handles information submitted through this website.
Effective date: September 22, 2026
When you contact Keystone Financial Solutions LLC, request a consultation, or otherwise communicate with us, we may receive information such as your name, phone number, email address, business information, and information you choose to include in your message.
For tax, accounting, credit, debt-relief, or planning services, we may need additional financial information. We will request only information reasonably necessary for the service being discussed and will explain appropriate methods for submitting sensitive documents.
Information may be used to respond to inquiries, schedule consultations, provide requested services, communicate about your account, maintain business records, comply with legal or professional obligations, and protect the security of our systems and clients.
Do not submit Social Security numbers, full tax returns, bank-account credentials, passwords, credit-card numbers, or other highly sensitive information through an ordinary website contact form unless Keystone has specifically instructed you to use an approved secure document-delivery method.
Keystone Financial Solutions LLC does not sell personal information submitted through this website. Information may be shared with service providers, professional advisors, or government authorities when reasonably necessary to provide requested services, operate the business, comply with law, or protect rights and security.
This website may use ordinary technical features necessary to operate the site. If analytics, advertising, appointment, or other third-party technologies are added, this policy should be updated to identify those providers and their purposes.
We use reasonable administrative, technical, and organizational measures appropriate to the information involved. No internet transmission or storage system can be guaranteed to be completely secure.
Information may be retained for as long as reasonably necessary for the purposes described above, including legal, tax, accounting, professional, and recordkeeping requirements.
You may contact us to ask about information you submitted through the website. Certain records may need to be retained to satisfy legal or professional obligations.
This website is intended for adults and business clients. We do not knowingly request personal information from children through the website.
We may update this policy when our services, technology, or legal obligations change. The effective date at the top of this page will identify the current version.
Keystone Financial Solutions LLC
Fairburn, Georgia
Phone: 404-957-1620
