Privacy Policy
Privacy Policy
Effective Date: January 1, 2026
Momentus Financial (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide through our website.
This Privacy Policy explains how we collect, use, and protect information obtained through www.momentusfi.com and related services.
Information We Collect
We may collect personal information that you voluntarily provide, including:
Name
Email address
Phone number
Information submitted through forms or scheduling tools
Responses to quizzes or questionnaires
Any information you provide when contacting us
We may also automatically collect limited technical information such as:
IP address
Browser type
Pages visited on our website
Cookies and analytics data
How We Use Your Information
We may use your information to:
Respond to your inquiries
Send requested resources (such as guides or downloads)
Schedule consultations
Provide financial education or information
Improve our website and services
Communicate with you regarding services, updates, or events
We do not sell your personal information.
Email Communications
If you provide your email address, we may send you:
requested resources
follow-up communications
educational information about retirement planning
invitations to workshops or webinars
You may unsubscribe at any time using the link provided in our emails.
Sharing of Information
We do not sell, rent, or trade your personal information.
We may share information with trusted service providers who assist with:
website hosting
marketing automation
scheduling tools
analytics
These providers are required to protect your information.
Cookies and Analytics
Our website may use cookies and analytics tools (such as Google Analytics) to help us understand how visitors use our site.
You can disable cookies through your browser settings.
Data Security
We implement reasonable safeguards to protect your personal information.
However, no online transmission can be guaranteed to be completely secure.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
Your Choices
You may request to:
update your information
unsubscribe from communications
request deletion of your personal data
Contact us at:
Contact Information
Momentus Financial
3203 Lawton Road, Suite 100
Orlando, Florida 32803
407-706-7783
CONTACTS
407-706-7783
info@momentusfi.com
3203 Lawton Road, Suite 100 Orlando, FL 32803
STATES WE SERVE:
Florida (Orlando Home Office), Ohio, Tennessee, Kentucky, Texas, Virginia, and Georgia.
Copyright 2025 | MOMENTUS FINANCIAL LLC | All Rights Reserved
CRCP LLC is now doing business as (DBA) Momentus Financial