Privacy Policy

This policy explains what information Bright Forecast Financial collects through this website, how we use it, and the choices you have. We keep it short. We mean what we say.

Effective: April 29, 2026

Note for clients and prospective clients: This is the privacy notice for visitors to brightforecastfinancial.com. If you become a client, you will receive separate privacy notices from Bright Forecast Financial and from Cambridge Investment Research, Inc. (our broker-dealer) and Cambridge Investment Research Advisors, Inc. (our RIA) governing the privacy of your nonpublic personal financial information under federal Regulation S-P.

1. What we collect

Information you give us

When you fill out the contact form, you provide your name, email address, message, and (optionally) your business revenue range and stage. When you take the Blind Spot Assessment, you provide your answers to eight questions and, at the end, your name, email, and (optionally) phone number. When you book a 15-minute call through our scheduling link, you provide the information required by Microsoft Bookings to set up the meeting.

Information collected automatically

Like most websites, ours uses standard server logs and a small number of functional cookies provided by our hosting platform (Netlify) to operate the site. We do not use third-party advertising trackers, retargeting pixels, or behavioral analytics scripts on this site.

2. How we use your information

To reply to your message. The contact form goes directly to one of our partners. We respond personally — usually within hours, never more than one business day.
To send you your assessment results. The Blind Spot Assessment delivers your result on the next screen, and we may follow up once with additional context tailored to your highest risk area.
To prepare for a scheduled call. If you book a meeting, we use the information you provided so the partner taking the call can come prepared.
To improve the site. Aggregate, non-identifying patterns (e.g., which pages get visited) help us write better content. We do not build profiles of individual visitors.

3. What we don't do

We do not sell your information. We do not rent it. We do not share it with marketing partners, data brokers, or affiliated firms for their marketing purposes. We do not add you to a drip email sequence without your explicit opt-in. If you contact us once and never again, we will not send you newsletters, sales emails, or unsolicited follow-ups.

4. When we share information

We share information only in the following limited circumstances:

With service providers who help us operate the site (Netlify for hosting and form handling, Microsoft for scheduling). These providers are bound by confidentiality and do not use your information for their own purposes beyond delivering services to us.
With Cambridge Investment Research, our affiliated broker-dealer and RIA, only when you become a client and only as required to deliver advisory and brokerage services. Cambridge maintains its own privacy notice for client information.
If required by law — court order, subpoena, regulatory request, or other legal process.
With your consent for any other purpose.

5. How long we keep it

Inquiries received through the contact form and Blind Spot Assessment results are retained in our email and form-handling systems indefinitely so we can serve you well in any future engagement. You can ask us to delete your information at any time (see Section 7).

If you become a client, the retention of your nonpublic personal financial information is governed by our advisory firm and Cambridge's record-keeping requirements under federal securities and tax law, which generally require retention for several years after the end of the relationship.

6. How we protect it

The site is served over HTTPS. Form submissions are encrypted in transit and stored on Netlify's infrastructure with their security controls. Internally, only the three partners — Caden Lee, Joe Bozo, and Jordan Olson — have access to inquiries and assessment results. We do not have an intake team, junior layer, or assistant filter; your information is read by a partner and no one else.

7. Your choices

You can:

Ask what we have on you. Email us and we will tell you what information we hold.
Ask us to correct it. If anything is wrong, we will fix it.
Ask us to delete it. We will delete your information from our active systems, subject to any legal retention requirements that may apply if you became a client.
Decline cookies. Most browsers let you block or delete cookies. The site will still work, though some functional features may not.

For any of the above, email privacy@bright-forecast.com.

8. Children

This site is intended for adult business owners and prospective clients. We do not knowingly collect information from anyone under 13.

9. Changes to this policy

If we update this policy, we will change the "Effective" date at the top and post the new version on this page. Material changes will be flagged in a banner on the home page for at least 30 days.

10. Contact

Privacy questions: privacy@bright-forecast.com
General questions: brightforecastfinancial.com/contact
Mailing address: Bright Forecast Financial · Madison, WI