Privacy Policy
Effective date: June 1, 2026
Paradise Coast Financial LLC ("Paradise Coast Financial," "we," "us") operates paradisecoastfinancial.com. This policy explains what information we collect through the site, why we collect it, and the choices you have.
Who we are
Paradise Coast Financial LLC is a Florida limited liability company providing fractional controller support, KPI dashboard services, business advisory, and concierge services. We are based in Fort Myers, Florida and serve clients locally and remotely.
Information we collect
Information you give us directly:
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Name, email address, phone number, and company name when you submit a form, request a consultation, or purchase a product
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Responses you provide to our online assessments, including the Financial Clarity & Profitability Scorecard
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Financial documents you upload, such as balance sheets, income statements, and supporting schedules
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Messages and attachments you send us by email
Information collected automatically when you visit:
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IP address, browser type, device type, operating system, and referring page
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Pages viewed, time on page, and links clicked
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Cookie and similar identifiers set by our website platform and analytics
Payment information: when you purchase, payment is processed by Stripe. Stripe receives your card or bank details directly. We receive confirmation of payment, the amount, the last four digits of the payment method, and your billing name and email. We do not store full card or bank account numbers.
Why we use it
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To respond to inquiries and provide the services you request
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To deliver purchased products, including guides and dashboards
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To prepare the financial analysis and deliverables you engage us for
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To process payments and keep accounting records
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To send service-related messages such as confirmations and delivery notices
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To send marketing email, only where you have opted in
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To operate, secure, and improve the site
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To meet legal, tax, and professional record-keeping obligations
Legal bases
Where a legal basis is required, we rely on performance of a contract for service delivery, your consent for marketing email and non-essential cookies, our legitimate interest in operating and securing the business, and compliance with legal obligations for records we must retain.
How we share it
We do not sell your personal information and we do not share it for cross-context behavioral advertising. We share information only with:
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Wix.com Ltd. — Website hosting, forms, and file uploads
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Stripe, Inc. — Payment processing
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Proton AG — Business email
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Google LLC — Business productivity and document tools
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Professional advisors — Our own legal, accounting, or insurance advisors, under a duty of confidentiality
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Authorities — Where required by law, subpoena, or court order
Each service provider is permitted to use your information only to perform services for us. If the business is ever sold or reorganized, information may transfer as part of that transaction, subject to this policy.
Client financial information
Financial statements and supporting records you provide for an engagement are treated as confidential client information, not marketing data. They are never sold, never shared with other clients, and never used for any purpose other than delivering your engagement. Our handling practices are described in the Client Data Handling Statement.
Cookies
Our site uses cookies that are necessary for the site to function, including session and security cookies set by Wix, and analytics cookies that help us understand how the site is used. You can block or delete cookies in your browser settings. Blocking necessary cookies may prevent forms and checkout from working.
How long we keep it
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Website inquiry and form submissions: 3 years from last contact
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Marketing contacts: until you unsubscribe, then suppression-list only
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Client engagement records and financial documents: 7 years after the engagement ends
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Payment and accounting records: as required by tax and recordkeeping law
Security
We use access controls, strong authentication, encrypted transmission, and encrypted storage for client files, and we limit access to the people who need it. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.
Your choices and rights
You may ask us to access, correct, or delete your personal information, ask for a copy in a portable format, withdraw consent, or opt out of marketing email at any time using the unsubscribe link or by contacting us. Depending on where you live, you may have additional rights under the Florida Digital Bill of Rights, other U.S. state privacy laws, or the GDPR. We will not discriminate against you for exercising any right. Requests that conflict with records we must retain by law or professional obligation will be honored to the extent the law allows, and we will explain what we must keep and why.
To make a request, email office@paradisecoastfinancial.com with the subject line "Privacy Request." We respond within 45 days and will tell you if we need more time.
Children
Our services are for businesses. We do not direct the site to children under 13 and do not knowingly collect their information. If you believe a child has provided information, contact us and we will delete it.
Changes
We may update this policy. The effective date above shows when it last changed. Material changes will be posted on this page.
Contact
Paradise Coast Financial LLC
Fort Myers, Florida
office@paradisecoastfinancial.com
239-371-0834