Privacy Policy

We may collect the following categories of personal information:

• Contact information — name, email address, phone number, and mailing address provided through our contact form or consultation requests.
• Financial information — information you voluntarily share during consultations or service engagements (e.g., income, tax situation, business details). This information is used solely to deliver our services.
• Usage data — browser type, IP address, pages visited, time spent on pages, and referring URLs, collected automatically via standard web server logs and analytics tools.
• Communications — records of correspondence when you contact us by email or through our website.

We use the information we collect to:

• Respond to inquiries and schedule consultations.
• Deliver financial management, tax, budgeting, grants, and HR benefits services.
• Send requested resources, guides, and templates.
• Improve our website and service offerings.
• Comply with applicable legal and regulatory obligations.
• Communicate updates, newsletters, or promotional content — only where you have provided consent or where permitted by law.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

Where required by law, we process your personal data on the following bases:

• Contract performance — processing necessary to deliver services you have requested.
• Legitimate interests — operating and improving our business, provided those interests are not overridden by your rights.
• Consent — where you have given explicit consent (e.g., marketing communications).
• Legal obligation — where processing is required to comply with applicable law.

We may share your information with trusted third-party service providers who assist us in operating our website and delivering services (e.g., email platforms, scheduling tools, cloud storage). These parties are contractually obligated to keep your information confidential and use it only for the purposes we specify.

We may also disclose information when required by law, court order, or governmental authority, or to protect the rights, property, or safety of Outsource Solution Strategies, LLC, our clients, or others.

As a licensed partner of Global Financial Impact (GFI), certain service-related information may be shared with GFI as necessary to fulfill your financial strategy engagement. GFI maintains its own privacy practices.

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. You may configure your browser to refuse cookies; however, some features of the site may not function properly as a result.

We may use third-party analytics services (such as Google Analytics) that collect usage data on our behalf. These services have their own privacy policies governing the use of that data.

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, to comply with legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete data.
• Request deletion of your personal information.
• Opt out of marketing communications at any time.
• Lodge a complaint with a relevant data protection authority.

To exercise any of these rights, please contact us at [email protected].

Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately so we can delete it.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies independently.

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have questions or concerns about this Privacy Policy, please contact us:

Outsource Solution Strategies, LLC
Email: [email protected]
Website: outsourcesolutionstrategies.com