Mon–Fri 8am–7pm, Sat by appointment (260) 555-0142

Privacy Policy

How Tim Berry Financial Services collects, uses, and protects your information.

Last updated July 31, 2026

Information we collect

When you contact us or use a tool on this site, we may collect information you provide — such as your name, phone number, email, and the details you share about your goals. Our calculators run entirely in your browser and do not transmit the numbers you enter.

We may also collect standard technical data (such as pages visited and general location) through privacy-respecting analytics to improve the site.

How we use your information

We use your information only to respond to your request, provide the services you ask for, and — with your permission — to follow up about your plan. We do not sell your personal information.

How we protect it

We use reasonable administrative and technical safeguards and limit access to the people who need it to help you. No method of transmission is perfectly secure, but we take your privacy seriously.

Your choices

You can ask us to access, correct, or delete the information you have shared, or to stop contacting you, at any time by emailing info@timberryfinancial.com.

This privacy policy is a template for demonstration and should be reviewed by qualified counsel before publication.

The pieces of your plan should work together. Let's make them.

One conversation to see the whole picture — insurance, finance, investments, and tax — and where it's leaking. No cost, no pressure, no sales script.

CallBook a call