Helen Private Office LLC
Last Updated: April 2026

Helen Private Office LLC (“Helen Private Office,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights regarding your information when you visit our website, submit a form, use our chat widget, book a consultation, or otherwise contact us.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name

Email address

Phone number

Appointment details

Insurance-related information you choose to share

Questions, comments, or other information submitted through our forms or chat widget

We may also automatically collect certain technical and usage information when you visit our website, including:

IP address

Browser type

Device type

Pages visited

Time spent on the website

Referring website or source

2. How We Use Your Information

We may use the information we collect to:

Schedule, confirm, and manage appointments

Send service-related communications

Send appointment reminders by email or SMS

Respond to your inquiries

Provide policy review, audit, and related advisory services

Improve website performance and user experience

Maintain security and prevent fraud or misuse

3. SMS Communications

If you provide your mobile phone number through our chat widget or other approved contact methods, you may consent to receive customer care and follow-up text messages from Helen Private Office LLC related to your inquiry, appointment scheduling, service updates, or other service-related communications.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance.

Consent to receive SMS messages is not a condition of purchase.

4. SMS Consent / No Sharing Statement

SMS opt-in or phone numbers collected for SMS communication purposes will not be shared with any third party or affiliate company for marketing purposes.

We may use such information only for customer care, service-related communications, appointment coordination, and other communications directly related to your inquiry or request.

5. Cookies and Tracking Technologies

We may use cookies, pixels, analytics tools, and similar tracking technologies to improve website performance, understand visitor behavior, analyze traffic, and enhance user experience.

These technologies may collect information such as:

Browser type

Device information

Pages viewed

Time spent on pages

Traffic sources and referring sites

You may control cookies through your browser settings. Disabling cookies may affect certain website functions.

6. How We Share Information

We do not sell your personal information.

We may share your information only when reasonably necessary to operate our business, such as with service providers that help us with website hosting, scheduling, communications, analytics, or business operations, and only to the extent necessary for those services.

We may also disclose information if required by law, regulation, court order, or to protect our legal rights and business interests.

7. Data Security

We use reasonable and industry-standard administrative, technical, and physical safeguards to help protect your personal information against unauthorized access, use, disclosure, or loss.

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

You may:

Opt out of SMS communications at any time by replying STOP

Request help regarding SMS communications by replying HELP

Contact us to request that we delete information where appropriate, subject to legal and business recordkeeping requirements

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of third-party websites.

10. Children’s Privacy

Our services are not directed to children under 18, and we do not knowingly collect personal information from children under 18.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with the revised “Last Updated” date.

12. Contact Us

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

Helen Private Office LLC
Temecula, CA 92592
Phone: (760) 249-7100
Email: [email protected]
Website: https://helenprivateoffice.com