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: October 6, 2026
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.
Note for clients and prospective clients: This is the privacy notice for visitors to brightforecastfinancial.com. If you become a client, you will also receive the privacy notices that apply to your accounts, including those of Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc., the broker-dealer and registered investment adviser through which our team offers securities and advisory services. Those notices govern your nonpublic personal financial information under federal Regulation S-P.
When you fill out the contact form, you provide your name, email address, and message, plus (if you choose) your business revenue range and stage. When you take the Blind Spot Assessment, you provide your answers to its questions about your business and, at the end, your name, email address, and the kind of business you run, plus (if you choose) your phone number and revenue range. When you book a 15-minute call through our scheduling link, you provide the information Microsoft Bookings needs to set up the meeting.
Like most websites, ours keeps standard server logs through our hosting platform, Netlify. On the assessment page, a bot-protection check from Cloudflare (Turnstile) reviews technical signals from your browser to keep automated spam out of our forms. We do not use advertising trackers, retargeting pixels, behavioral analytics scripts, or advertising or analytics cookies on this site.
We do not sell your information. We do not rent it. We do not share it with marketing partners, data brokers, or other firms for their marketing purposes. We do not add you to an email sequence without your explicit opt-in. If you contact us once and never again, we will not send you newsletters or repeated sales emails.
We share information only in the following limited circumstances:
Mobile information, including phone numbers, opt-in data, and consent, will not be shared, sold, rented, or disclosed to any third parties or affiliates for marketing or promotional purposes. All categories referenced above expressly exclude text messaging originator opt-in data and consent; such information will remain strictly confidential and will not be shared with any third parties under any circumstances.
We text only clients and prospective clients who have given us their mobile number directly and agreed, verbally and in the course of working with us, to be reached by text. This is a one-to-one line used by our partners to communicate with people we already work with. It is not a marketing or promotional messaging program: we do not run text campaigns, we do not send automated or bulk solicitations, and we do not purchase, rent, or import mobile numbers from third-party lists. Because consent is given directly to us in conversation, there is no web sign-up form for text messages.
Consent to receive text messages is never a condition of doing business with Bright Forecast Financial.
You agree to receive customer care messages from Bright Forecast Financial. Message frequency may vary. Message and data rates may apply. For help, reply HELP or email us at admin@bright-forecast.com. You can opt out at any time by replying STOP.
Replying STOP ends all further messages other than a single confirmation that you have been unsubscribed. Replying HELP returns our contact information. Carriers are not liable for delayed or undelivered messages.
Inquiries received through the contact form and Blind Spot Assessment results are kept in our email, form-handling, and client-relationship systems so we can serve you well in any future engagement. You can ask us to delete your information at any time (see Section 8), subject to any record-keeping rules that apply.
If you become a client, securities and tax rules require us to keep client records for several years after the relationship ends.
The site is served over HTTPS. Form submissions are encrypted in transit and stored with our service providers under their security controls. Access to inquiries and assessment results is limited to the people at the firm who need it to respond to you.
You can:
For any of the above, email admin@bright-forecast.com.
This site is intended for adult business owners and prospective clients. We do not knowingly collect information from anyone under 13.
If we update this policy, we will change the “Effective” date at the top and post the new version on this page.
Privacy questions: admin@bright-forecast.com
General questions: brightforecastfinancial.com/contact
Mailing address: Bright Forecast Financial · 7800 Discovery Dr, 3rd Floor · Middleton, WI 53562