Privacy Policy and Notice

Last Updated: July 23, 2026

This Privacy Policy (“Policy”) describes how Clear Asset Solutions (“Clear Asset Solutions,” “we,” “us,” or “our”) collects, uses, shares, and protects personal information obtained through our websites, products, programs, events, and related services, including www.ClearAssetSolutions.com and all associated subdomains and digital assets (collectively, the “Website”).

We are committed to transparency and compliance with all applicable privacy laws, including the Florida Digital Bill of Rights (FDBR), Federal Trade Commission Act, CAN-SPAM Act, Telephone Consumer Protection Act (TCPA), and the General Data Protection Regulation (GDPR).

By accessing or using this Website, you agree to the terms of this Privacy Policy.

1. WHY WE COLLECT PERSONAL INFORMATION

Clear Asset Solutions collects and processes personal information for the following purposes:

• To provide, manage, and improve our services, including credit education, business consulting, and marketing programs;

• To communicate with you regarding services, events, updates, or promotional opportunities;

• To facilitate marketing, analytics, lead generation, and sales operations;

• To match users with relevant third-party products or services;

• To comply with legal obligations and maintain security and integrity; and

• To generate business leads and connections between consumers, entrepreneurs, and trusted partner organizations.

Clear Asset Solutions’s mission includes facilitating access to funding and educational resources. Accordingly, we collect and share certain user information with select third-party affiliates, partners, and resellers whose products or services may align with user interests.

2. INFORMATION WE COLLECT

We collect information in the following ways:

A. Information You Provide Voluntarily

• Name, email address, phone number, and mailing address;

• Business name, title, and industry information;

• Financial or professional information voluntarily provided through consultations or applications;

• Payment or billing information for educational or consulting services;

• Survey responses, feedback, or customer service communications; and

• Marketing preferences and communication history.

B. Information Collected Automatically

When you visit the Website, we may collect automatically:

• IP address, browser type, and operating system;

• Device information and referring URL;

• Pages viewed, time spent on site, and interaction data;

• Cookies, pixels, beacons, and analytics identifiers.

C. Information from Third Parties

We may also obtain information from:

• Advertising platforms, analytics providers, and lead databases;

• Social media integrations (e.g., Facebook, LinkedIn, Instagram);

• Public or commercial data sources; and

• Affiliate or marketing partners.

3. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and other tracking technologies to:

• Personalize content and user experience;

• Improve performance, functionality, and analytics;

• Measure campaign effectiveness and website traffic; and

• Support remarketing and lead distribution.

You can disable cookies through your browser settings, though some Website features may not function properly if cookies are disabled.

4. GOOGLE ANALYTICS AND ADVERTISING TECHNOLOGIES

Clear Asset Solutions uses Google Analytics, Meta Pixel, and similar tools to understand visitor behavior and improve performance. These tools may collect:

• Demographic data (age, interests, geographic location);

• Usage data such as pages visited and time spent; and

• Referrer information (ads, search engines, or social platforms).

This data is used in aggregated form for analytical and marketing purposes. Google’s use of collected data is governed by the Google Privacy Policy.

Users may opt out of Google Analytics tracking at any time by visiting: https://tools.google.com/dlpage/gaoptout

5. SMS AND MOBILE COMMUNICATIONS

SMS Program Type: CUSTOMER CARE (transactional / informational only). Clear Asset Solutions sends SMS strictly for customer care — notifications, inquiry follow-up, document follow-up, and support. We do not send marketing, promotional, or bulk text messages.

When you opt in to receive SMS or text messages from Clear Asset Solutions LLC, you provide your prior express written consent to receive recurring automated text messages at the phone number you provided. These messages are limited to customer care and service-related communications, including:

• Notifications and service alerts related to your inquiry or account;

• Follow-up regarding your financing inquiry;

• Document requests and document follow-up;

• Appointment and consultation scheduling and reminders;

• Application and account status updates; and

• Customer support responses.

We do not send marketing, promotional, or bulk messages under this program.

Consent. By providing your mobile phone number and opting in, you consent to receive the customer care SMS communications described above. Your consent is not a condition of purchasing any goods or services.

Message frequency & cost. Message frequency varies based on your activity, typically 2–5 messages per month. Message and data rates may apply. Please consult your mobile carrier for pricing details.

Opting out (STOP) and help (HELP). You may opt out at any time by replying STOP to any message. After you reply STOP, we will send one confirmation message and will not send further SMS messages unless you opt in again. For help, reply HELP or contact us at +1 954-280-5173.

Data collection. We collect your phone number, carrier information, and the date, time, and content of messages (including opt-in and opt-out requests) to deliver these services and ensure compliance.

No sharing for third-party marketing. We do not sell, rent, or share your mobile phone number or your SMS opt-in consent with third parties or affiliates for their own marketing purposes, except as necessary to facilitate the SMS service (e.g., with our messaging platform provider) or as required by law. Text-messaging originator opt-in data and consent are not shared with any third parties.

6. HOW WE USE YOUR INFORMATION

We may use your personal information to:

• Provide, operate, and improve our services and educational content;

• Respond to inquiries and communicate about products or promotions;

• Deliver advertisements and marketing materials relevant to your interests;

• Analyze Website activity and enhance performance;

• Comply with legal requirements and protect against fraud; and

• Create and sell or license business leads to trusted third parties, affiliates, or partners who offer financial, educational, or business-related products and services that may be of interest to you.

7. HOW WE SHARE OR SELL INFORMATION

We do not sell or rent your personal information, except as described below.

A. Lead Generation and Data Sharing

Clear Asset Solutions may share contact and application information, including name, email address, phone number, and business- or financing-related details (“Lead Data”), with vetted third-party lenders, investors, capital providers, and affiliates for the purpose of evaluating, arranging, and delivering financing that may be relevant to you.

SMS Consent. We do not share mobile phone numbers or SMS consent obtained for our own campaign with unaffiliated third parties for their own marketing purposes. Mobile information will not be shared with affiliates or third parties for their marketing/promotional purposes. All other data sharing excludes SMS opt-in data and consent.

All such third parties are required by written agreement to: use the data in compliance with applicable privacy laws; maintain appropriate security safeguards; and provide opt-out or unsubscribe options in communications.

You may opt out of the sale or sharing of your personal information by contacting us at:

[email protected] or by clicking the “Do Not Sell or Share My Personal Information” link on our Website.

B. Other Sharing Circumstances

We may also share information:

• With service providers that perform business functions (e.g., hosting, billing, analytics, customer service);

• To comply with laws, subpoenas, or legal processes;

• In the event of a merger, acquisition, or asset transfer; or

• When necessary to protect rights, property, or safety of Clear Asset Solutions, its clients, or the public.

We do not sell sensitive personal information such as financial account numbers, Social Security numbers, or government IDs.

8. SOCIAL MEDIA AND THIRD-PARTY PLATFORMS

Our Website may include integrations with platforms such as Facebook, Instagram, LinkedIn, YouTube, and TikTok. These platforms may collect IP addresses, browsing activity, or cookies. Interactions with these services are governed by the respective privacy policies of those platforms.

9. DATA SECURITY

We implement industry-standard administrative, technical, and physical safeguards to protect personal information. These measures may include:

• SSL encryption,

• secure data storage,

• access control systems,

• and regular security reviews.

However, no method of transmission over the internet is completely secure. Use of our Website and services is at your own risk.

10. DATA RETENTION

We retain personal information only for as long as is necessary to fulfill the purposes described in this Policy or as required by law, including retention of SMS opt-in and opt-out records for a minimum of five (5) years for compliance purposes. When information is no longer required, it will be securely deleted or anonymized.

11. YOUR RIGHTS AND CHOICES

Depending on your jurisdiction, you may have rights to:

• Access, update, or correct your personal data;

• Request deletion of personal data;

• Restrict or object to data processing;

• Withdraw consent for marketing or lead sharing; and

• Request data portability.

To exercise your rights, contact us at [email protected]. We will respond within the timelines required by applicable law.

12. CALIFORNIA CONSUMER PRIVACY RIGHTS (CCPA / CPRA)

If you are a California resident, you have the right to: request disclosure of the personal information we collect, use, or sell; request deletion of personal data (subject to legal exceptions); opt out of the sale or sharing of personal data; request correction of inaccurate data; and receive equal service even if you exercise privacy rights. To submit a request, contact: [email protected]. We will process verified requests within the timeframe required by law.

13. FLORIDA CONSUMER PRIVACY RIGHTS (FDBR)

If you are a Florida resident, you have the right to:

• Request to know what categories of personal information we collect, use, disclose, or sell;

• Request deletion of personal data (subject to legal exceptions);

• Opt out of the sale or sharing of personal data;

• Correct inaccurate personal data; and

• Receive equal service and pricing, even after exercising your rights.

Clear Asset Solutions sells contact information to third-party marketing and financial partners in accordance with FDBR regulations. You may opt out of the sale of your information at any time by:

• Emailing [email protected], or

• Clicking the “Do Not Sell or Share My Personal Information” link on our Website.

We will honor verified requests within the time required by law and maintain proof of compliance.

14. GDPR AND INTERNATIONAL USERS

For users located in the European Economic Area (EEA) or United Kingdom, Clear Asset Solutions acts as a Data Controller. Under the General Data Protection Regulation (GDPR), you have the following rights:

• Access to your personal information;

• Rectification or correction of inaccurate data;

• Erasure (“Right to be Forgotten”);

• Restriction or objection to processing; and

• Data portability.

Legal basis for processing includes user consent, contractual necessity, legitimate interest, and compliance with legal obligations.

To exercise these rights, email p[email protected] with “GDPR Request” in the subject line.

Data is processed and stored in the United States, where privacy laws may differ from those in your jurisdiction.

15. CHILDREN’S PRIVACY

Our Website and services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors. If such data is discovered, it will be promptly deleted.

16. THIRD-PARTY LINKS AND LIABILITY DISCLAIMER

The Website may include links to third-party websites, applications, or services. Clear Asset Solutions is not responsible for and disclaims all liability for the content, practices, or policies of such third parties.

Engagement with third-party affiliates or lead buyers is at your own risk. Users are encouraged to conduct their own due diligence before engaging in any transaction.

15. COMPLIANCE WITH LAW AND LAW ENFORCEMENT

We may disclose information where required by law or governmental request, to enforce our agreements, prevent fraud, or protect against harm to users or the public.

16. CHANGES TO THIS POLICY

We may update this Policy periodically to reflect business, legal, or regulatory changes.

Revisions will be posted on this page with a new “Last Updated” date. Continued use of our Website after such updates constitutes acceptance of the revised Policy.

17. CONTACT INFORMATION

Clear Asset Solutions

Attn: Privacy Officer

Email: [email protected]

Mailing Address: 1005 W State Rd 84, Ste 224, Fort Lauderdale, FL 33315, United States

Phone: +1 954-280-5173

For questions or privacy-related requests, please contact us using the above information.