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Privacy Policy

Effective August 31, 2026 · Last updated August 31, 2026

This Privacy Policy explains how Harker Advisory (“Harker Advisory,” “we,” “us,” or “our”) collects, uses, and protects information when you visit harkeradvisory.com, complete the Free Wealth & Risk Assessment, submit a form, or book a consultation. This policy works alongside our Terms of Use and Disclaimer.

Information we collect

We collect information you voluntarily provide and certain information collected automatically:

• Information you submit. When you complete a form, take the assessment, contact us, or book a call, we may collect your name, email address, phone or mobile number, business or practice details, and any information you choose to include in your message.
• Automatically collected information. Like most websites, we may collect device and usage data such as IP address, browser type, pages viewed, and referring links through cookies and similar technologies, including analytics and advertising measurement tools.
• Attribution and referral data. We may record how you arrived at our site, including referral and affiliate identifiers, to understand where our audience comes from.

Phone and mobile numbers

Phone and mobile numbers are collected only when you voluntarily submit them — for example, on a contact form, an assessment, a personal-review request, or a booking. Providing a phone number is optional unless a specific form indicates it is required to fulfill your request.

Where you have provided a mobile number, we may use it to communicate with you regarding requested services, appointments, inquiries you have submitted, account or service updates, and other communications you have consented to receive.

SMS/text messaging and consent

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use-case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS consent is optional and separate from your ability to submit any website form or book an appointment. You can complete any form or booking without agreeing to receive text messages. Entering a phone number by itself does not enroll you in text messaging; SMS messages are sent only where you have separately opted in by checking the dedicated SMS consent box on the relevant form.

If you opt in to SMS, message frequency may vary and message and data rates may apply. You can reply STOP at any time to unsubscribe, or reply HELP for assistance. For full text-messaging terms, see our Terms of Use.

How we use information

• To respond to inquiries and provide the services, assessments, or consultations you request.
• To schedule, confirm, and follow up on appointments and reviews.
• To send service-related updates and, where you have consented, other communications.
• To operate, secure, measure, and improve our website and services.
• To comply with legal obligations and enforce our terms.

How we share information

We do not sell your personal information. We may share information with service providers and subcontractors who perform support functions on our behalf (for example, hosting, customer relationship management, scheduling, email delivery, and customer service), who are permitted to use it only to provide those services to us. As stated above, text-messaging opt-in data and consent are excluded from all such categories and are not shared with any third parties for their own purposes. We may also disclose information where required by law or to protect our rights.

Cookies and tracking

We use cookies and similar technologies for site functionality, analytics, and advertising measurement. You can control cookies through your browser settings. Some features may not function properly if cookies are disabled.

Data retention and security

We retain personal information for as long as necessary to fulfill the purposes described in this policy and to meet legal, accounting, or reporting requirements. We use reasonable administrative, technical, and physical safeguards to protect information; however, no method of transmission or storage is completely secure.

Your choices

• You may opt out of text messages at any time by replying STOP.
• You may unsubscribe from marketing emails using the link in those emails.
• You may request access to, correction of, or deletion of your personal information by contacting us using the details below. [FOR REVIEW: confirm any state-specific privacy rights disclosures your business is required to provide, e.g. under applicable state privacy laws.]

Children’s privacy

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent revision, and continued use of the site after changes indicates acceptance of the updated policy.

Contact us

Questions about this Privacy Policy or your information may be directed to: