Last updated: August 6, 2026
Family Banking Services respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, schedule an appointment, complete a form, communicate with us, or otherwise use our services.
By using our website or submitting information to Family Banking Services, you acknowledge the practices described in this Privacy Policy.
We may collect information that you voluntarily provide, including:
First and last name
Email address
Telephone number
Mailing address
Appointment details
Financial priorities and general financial goals
Information about financial strategies you currently use
Information you choose to provide before a meeting
Communications, questions, and service requests
Please do not submit Social Security numbers, account numbers, medical information, payment-card information, passwords, or other highly sensitive information through a general website or appointment form unless Family Banking Services specifically provides a secure method and requests that information.
We may also automatically collect limited technical information, including:
Internet Protocol address
Browser and device type
Operating system
Pages visited
Referring website
Date and time of access
Website interactions
Cookie and similar technology data
Family Banking Services may use information to:
Schedule and manage appointments
Respond to inquiries and service requests
Prepare for consultations
Provide requested educational information
Communicate about appointments, applications, policy service, and client reviews
Maintain customer and prospective-client records
Improve our website, services, and communications
Protect against fraud, misuse, and security threats
Comply with legal, regulatory, licensing, and recordkeeping requirements
Send marketing communications when legally permitted and when appropriate consent has been provided
Submitting an appointment request does not create an advisory, insurance, fiduciary, or client relationship.
When you provide a telephone number and consent to receive communications, Family Banking Services may send appointment confirmations, reminders, updates, and responses to your inquiries.
Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe from text messages. Reply HELP for assistance.
Consent to receive marketing text messages is not a condition of purchasing any product or service. Transactional or service-related communications may be governed by separate consent where applicable.
We may send service-related emails, appointment information, requested materials, and other communications relevant to your inquiry or relationship with Family Banking Services.
You may unsubscribe from promotional emails by using the unsubscribe link provided in the message. We may still send non-promotional communications concerning appointments, requested services, applications, policies, or legal notices.
Our website and service providers may use cookies, pixels, tags, web beacons, and similar technologies to:
Enable website functionality
Remember preferences
Understand website traffic and usage
Improve website performance
Measure communications and marketing
Protect website and account security
You may be able to limit cookies through your browser or device settings. Disabling cookies may affect certain website functions.
Family Banking Services does not sell personal information for money.
We may disclose information to:
Website, hosting, scheduling, communications, and customer-management providers
Insurance carriers, general agencies, underwriting organizations, and service providers when necessary to provide requested insurance-related services
Professional advisers, consultants, and vendors supporting our operations
Government agencies, regulators, courts, or law-enforcement authorities when required by law
A successor organization in connection with a merger, acquisition, sale, or transfer of business assets
Other parties when you authorize or direct the disclosure
Service providers are permitted to use information only as necessary to perform services for us or as otherwise allowed by law and their agreements.
Family Banking Services provides insurance-related education and services through appropriately licensed insurance professionals.
Family Banking Services and its affiliated insurance agents do not provide investment, tax, accounting, or legal advice. We may refer individuals to unaffiliated professionals who provide those services.
Information submitted through a general inquiry or appointment form should be limited to broad financial goals and priorities. Detailed insurance, financial, identity, health, or underwriting information should be provided only through an approved secure process.
We use reasonable administrative, technical, and physical safeguards intended to protect personal information. No website, electronic transmission, or storage system can be guaranteed to be completely secure.
You are responsible for using appropriate caution when transmitting information electronically.
We retain information for as long as reasonably necessary to:
Respond to inquiries
Provide requested services
Maintain business and client records
Satisfy insurance, licensing, contractual, legal, and regulatory requirements
Resolve disputes and enforce agreements
Protect our business and clients
Retention periods may vary depending on the type of information and the purpose for which it was collected.
Depending on your state of residence and applicable law, you may have rights concerning your personal information, including the right to:
Request access to certain information
Request correction of inaccurate information
Request deletion, subject to legal and regulatory exceptions
Obtain information about certain disclosures
Withdraw eligible marketing consent
Exercise privacy rights without unlawful discrimination
To submit a privacy request, contact us using the information below. We may need to verify your identity before completing a request.
California residents may have additional rights under applicable California privacy laws. These rights may include requesting information about the categories of personal information collected, the purposes for collection, categories of recipients, and requesting correction or deletion where applicable.
Certain information and organizations may be exempt from some requirements. Family Banking Services will evaluate verified requests under the laws applicable to its operations.
Our website and services are not directed to children under 13. We do not knowingly collect personal information from children under 13 through the website.
If you believe a child has provided personal information, please contact us so we can review and address the matter.
Our website may contain links to third-party websites or services. Family Banking Services does not control and is not responsible for the privacy, security, or content practices of those third parties.
Review the privacy policies of third-party services before providing information to them.
We may update this Privacy Policy periodically. The revised policy will be posted with an updated effective date.
Your continued use of the website after an update is posted constitutes acknowledgment of the revised policy, to the extent permitted by law.
Family Banking Services
4521 Campus Drive
Irvine, CA 92603
Email: [email protected]
Main: (858) 727-5433
Direct California: (949) 236-7424
Direct Texas: (972) 885-8009