Privacy Policy
Effective October 2026
Encompass Financial Services, Inc. (“EFS,” “we,” “us”) respects your privacy. This policy explains what information we collect through encompassfinancialservices.net and how we use it.
Information you give us
When you send a request through our website, we collect the details you enter: your name, business name, email address, phone number, the service you’re interested in, how and when you’d like to meet, and any message you include. Please don’t send Social Security numbers, tax documents, or account numbers through the website form — we’ll set up a secure way to share them.
Information collected automatically
Like most websites, our site records basic technical information such as your browser type, device, pages visited, and the date and time of your visit. We use cookies and similar tools to keep the site working and to understand, in general terms, how visitors use it (for example, through Google Analytics). You can block or delete cookies in your browser settings.
How we use your information
We use what you give us to respond to your request, schedule appointments, provide the services you ask for, and improve our website. We don’t sell or rent your personal information.
When we share information
We share information only with service providers who help us run our business and website (such as our web host and email provider), when required by law, or with your permission.
Client tax and financial information
Information you provide as a client to prepare your return or deliver our services is protected under federal law, including IRS rules and the Gramm-Leach-Bliley Act, and is covered by our separate client privacy notice, which we provide when you become a client.
Security
We use reasonable safeguards to protect your information. No website or email system is completely secure, which is why we ask you not to send sensitive documents through the website.
Children
Our website is not directed to children under 13, and we don’t knowingly collect their information.
Changes
We may update this policy from time to time. The effective date above shows when it was last changed.
Contact us
Encompass Financial Services, Inc.
1835 Memorial Drive, Clarksville, TN 37043
(931) 919-2543 · EFS_Team@EncompassFinancialServices.net