Privacy Policy
Effective Date: June 11, 2026
OakVale Risk & Planning, LLC respects your privacy and is committed to protecting your personal information.
Information We Collect
We may collect information you voluntarily provide, including your name, email address, phone number, appointment information, and information submitted through forms, scheduling pages, consultations, or other communications.
How We Use Information
We use information to respond to inquiries, schedule appointments, provide requested information, send service-related communications, deliver SMS messages where you have opted in, and provide marketing communications regarding OakVale Risk & Planning products, services, and educational information where permitted by law.
SMS & Marketing Communications
By providing your mobile phone number and opting in, you consent to receive SMS messages from OakVale Risk & Planning, including appointment reminders, scheduling updates, account notifications, client service communications, and marketing messages related to retirement planning, insurance products, financial education, tax-efficient planning concepts, asset protection, and other services offered by OakVale Risk & Planning.
- Message frequency may vary.
- Message and data rates may apply.
- Reply STOP to opt out.
- Reply HELP for help.
- Consent is not a condition of purchasing any product or service.
Mobile Information Sharing
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, messaging providers, and technical service providers, is permitted solely as necessary to provide requested communications and services. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Other Information Sharing
We may share non-mobile information with service providers as necessary to operate our business, maintain our website, schedule appointments, support client service, and comply with legal obligations. We do not sell personal information.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse.
Contact Information
OakVale Risk & Planning, LLC
202 N Cedar Ave Ste 1
Owatonna, MN 55060
Phone: (651) 316-8200
Email: hello@oakvalerp.com