Privacy Policy

Tangent Financial, LLC
Last Updated: January 2026

1. Introduction

Tangent Financial, LLC (“Tangent Financial,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website, communications, and business activities. This Privacy Policy applies to U.S. residents only and is intended to comply with applicable federal and Colorado privacy laws, including the Colorado Privacy Act (CPA). Additional information regarding our privacy practices is available in our Form ADV Part 2A, which is provided to clients and available upon request.

2. Information We Collect

We may collect the following categories of personal information:

a. Information You Provide Directly

Name
Email address
Phone number
Mailing address
Information submitted through contact forms or email inquiries
Information provided when subscribing to our quarterly newsletter

b. Information Collected Automatically

When you visit our website, we may collect certain information automatically, including:

IP address
Browser type
Device information
Pages visited and time spent on the site
Referring website

This information is typically collected through cookies or similar technologies for website analytics and functionality.

3. How We Use Personal Information

We use personal information for the following purposes:

To respond to inquiries and requests
To provide information about our services
To deliver newsletters and informational communications
To operate, maintain, and improve our website
To comply with legal, regulatory, and compliance obligations
To protect against fraud, unauthorized access, or security threats

We do not use personal information for automated decision-making or profiling that produces legal or similarly significant effects.

4. How We Share Personal Information

We do not sell personal information. We may share personal information only in limited circumstances, including:

With service providers who perform services on our behalf (such as email delivery, website hosting, or analytics), subject to confidentiality obligations
As required by law, regulation, subpoena, or legal process
With regulators or compliance authorities as required
To protect our rights, property, or security

Quarterly newsletter subscriber information is used solely for communication purposes and is not sold or shared except as described in this Privacy Policy.

5. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze website usage. You may control cookie settings through your browser preferences. Disabling cookies may affect certain website functionality.

6. Data Security

We maintain physical, electronic, and procedural safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. Access to personal information is limited to individuals who require such access to perform their job responsibilities. While we take reasonable steps to protect personal information, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal and regulatory obligations, and resolve disputes.

8. Your Privacy Rights (Colorado Residents)

Under the Colorado Privacy Act, Colorado residents have the right to:

Access personal information we hold about you
Correct inaccurate personal information
Delete personal information, subject to legal exceptions
Obtain a copy of personal information in a portable format
Opt out of targeted advertising, the sale of personal data, or profiling

Tangent Financial does not sell personal data, engage in targeted advertising, or conduct profiling.

9. Exercising Your Rights

To exercise your privacy rights, please contact us using the information below. We may need to verify your identity before responding.

We will respond to verified requests within the timeframes required by applicable law. If your request is denied, you may appeal the decision by contacting us. If an appeal is denied, you may contact the Colorado Attorney General.

10. Children’s Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

11. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. Continued use of the website constitutes acceptance of the updated Privacy Policy.

13. Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact:

Tangent Financial, LLC
1815 Fromme Prairie Way
Fort Collins, CO 80526