✅ Keystone Financial – Chat Agreement

By using the live chat feature on this website, you agree to the following:

1. Information You Provide
   Any personal or financial information you share via chat (such as your name, email, phone number, or business details) will be used solely to provide support or respond to your inquiry.

2. Confidentiality
   While we aim to protect your data, please avoid sharing sensitive documents or account credentials via chat. For secure document uploads, use your client portal.

3. Data Storage
   Chat transcripts may be stored temporarily by our third-party provider (e.g. Tawk.to or Zadarma) to improve service and resolve follow-up questions.

4. No Legal or Financial Advice
   Conversations via chat are for general informational purposes only and do not constitute formal legal, tax, or financial advice.

5. Consent to Communication
   By initiating a chat, you consent to receive replies or follow-up contact from Keystone Financial.

If you prefer not to chat, you're always welcome to email us at info@keystonefinancial.online or call 832-941-1995.