This Privacy Policy explains how Epoch Point Advisory, LLC (“we,” “us,” or “our”) collects, uses, and protects information when you visit https://epochpointadvisory.com (the “Site”) or contact us through it. We keep the data we collect to what we need to answer your inquiry and improve the Site, and we do not sell it.
Who runs this website
Our website is designed and maintained for us by LocalCraft Digital, which also provides the Site’s hosting, contact-form delivery, and first-party visitor analytics described below. LocalCraft Digital processes this information on our behalf, as our service provider, and does not sell it or use it for its own advertising.
Information we collect
Information you give us
When you fill out a contact, quote, booking, assessment, or similar form, we collect the information you enter, which typically includes your name, email address, phone number, and any details or message you provide. If you complete the Owner Independence Score, we also store your answers, four operating scores, overall score, result category, and identified constraint with your email address so we can deliver your report and discuss the result with you.
Information collected automatically
The Site uses a first-party analytics pixel (served from localcraftdigital.com by our web partner, LocalCraft Digital) so we can understand how visitors use the Site and which pages and calls-to-action lead to inquiries. When you browse the public pages, it records:
- pages you view and the links, buttons, phone taps, and email taps you click;
- when you submit a form on the Site;
- the page you arrived from (referrer) and the address of the pages you visit;
- your browser and device type (from the user-agent your browser sends);
- an approximate location (country and city) derived from your IP address;
- a randomly generated session identifier used to group a single visit.
This analytics pixel does not follow you across other websites, does not build an advertising profile, and is not used for third-party ad targeting. Owner-only areas are excluded from analytics.
Cookies and similar technologies
The Site uses a small amount of browser storage to hold the session identifier described above so a single visit can be measured accurately. We do not use third-party advertising or cross-site tracking cookies. Most browsers let you block or clear browser storage in their settings; the Site will still work if you do.
How we use your information
- to respond to your inquiries and provide the products or services you request;
- to send you a copy or confirmation of a request you submit, and to follow up about it;
- to calculate, store, and email your Owner Independence Score report and its clearest first move;
- to understand Site usage and improve our content, layout, and offers;
- to detect and prevent spam, abuse, and fraudulent submissions;
- to comply with our legal obligations.
How your information is shared
We do not sell your personal information. We share it only with:
- LocalCraft Digital, our website, hosting, analytics, and form-delivery provider, which stores form submissions and analytics for us and emails new inquiries to us;
- Service providers that power those functions, including our hosting provider (Vercel) and our transactional email provider (Resend), which process the data only to deliver the service;
- authorities or others when required by law, to protect our rights, or in connection with a sale or transfer of the business.
Data retention
We keep form submissions and inquiry records for as long as needed to serve you and for our ordinary business and legal record-keeping, and analytics data for a limited period to measure Site performance. You can ask us to delete information about you at any time using the contact details below, and we will do so unless we are required to keep it.
How we protect your information
The Site is served over encrypted connections (HTTPS), and access to stored submissions is limited to us and our service provider. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your choices and rights
You can ask us to access, correct, or delete the personal information we hold about you, and you can opt out of follow-up contact, by emailing us at Info@epochpointadvisory.com. Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act; we honor those rights and will not discriminate against you for exercising them.
Children’s privacy
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it.
Third-party links
The Site may link to third-party websites or services we do not control. Their privacy practices are their own; please review their policies.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Continued use of the Site after a change means you accept the updated policy.
Contact us
If you have questions about this Privacy Policy or how we handle your information, contact Epoch Point Advisory, LLC at Info@epochpointadvisory.com.