Privacy Policy
Effective Date: May 2026
Last Updated: May 2026
Facts – What does Stewardship Concepts Financial Services, LLC do with your personal information?
Why?
Financial services companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
SSN, address, date of birth
Investment holdings
Transaction history
Health-related information (as needed for planning)
Estate planning documents
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial services companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Stewardship Concepts Financial Services chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Stewardship Concepts Financial Services share? | Can you limit this sharing? |
|---|---|---|
|
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus |
Yes | No |
|
For our marketing purposes— to offer our products and services to you |
Yes | No |
| For joint marketing with other financial companies | No | We don't share |
|
For our affiliates' everyday business purposes— information about your transactions and experiences |
No | We don't share |
|
For our affiliates' everyday business purposes— information about your creditworthiness |
No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
Questions?
Call 509-443-0845 or email kate@scfinancials.com.
Who We Are
Who is providing this notice?
Stewardship Concepts Financial Services, LLC
What We Do
How does Stewardship Concepts Financial Services protect my personal information?
To protect your personal information from unauthorized access and use, we use physical, electronic, and procedural safeguards. These measures include strict computer and data security policies and procedures, including computer safeguards. We also restrict access to your personal information to those individuals who need to know the information to provide services and/or products to you.
How does Stewardship Concepts Financial Services collect my personal information?
We collect your personal information, for example, when you
Open an account or deposit funds.
Request financial planning services.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
sharing for affiliates’ everyday business purposes—information about your creditworthiness
affiliates from using your information to market to you
sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
We have no business affiliates outside of our parent company, SCFS LLC, which acts only as a holding company.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Our nonaffiliated business partners include Charles Schwab, Inc., American Funds, Holistiplan, Redtail CRM, Tamarac
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Other Important Information
You may have privacy protections under applicable state laws, including those for California residents. To the extent the state laws apply, we will comply with them when we share information about you, and in some case may be limited by you.
California Residents:
The California Information Privacy Act provides additional protections to control whether we share some of your personal information. In accordance with California law, we will not share information we collect about California residents with outside companies, except as permitted by law, such as with the consent of the customer or to service a customer’s accounts.
SMS Communications
Information We Collect
We may collect your mobile phone number and related information when you:
Opt-in to receive SMS communications from us
Provide your number during onboarding, account setup, or service interactions
Use of Mobile Information
Your mobile information is used solely for:
Sending transactional alerts, appointment reminders and service updates
Responding to your inquiries or requests
No Selling of Mobile Data
We do not sell, rent, or trade your mobile phone number with third parties for marketing or promotional purposes. Your information is used exclusively by Stewardship Concepts, Little Mountain Financial Services LLC, and trust service providers who help us deliver SMS communications securely.
SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Consent and Opt-Out
By providing your mobile number, you consent to receive SMS messages from us. You may opt out at any time by replying
STOP to any message. You may also contact us directly at 509.209.9204 to manage your preferences.
SMS Terms & Conditions
1. SMS Consent Communication
The information (phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
2. Types of SMS Communication
If you have consented to receive text messages from Little Mountain Financial Services LLC, you may receive messages related to the following:
If you have consented to receive text messages from Little Mountain Financial Services LLC, you may receive messages related to the following:
Follow-up messages
Appointment reminders
Example: “Hello, this is a quick reminder of your appointment with Todd at 3pm tomorrow. We will be sure to have a hot cup of coffee ready for you!”
3. Message Frequency:
Message frequency may vary depending on the type of communication. You may receive up to 2 appointment messages per meeting season.
4. Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
5. Opt-In Method:
You may opt in to receive SMS messages from Little Mountain Financial Services LLC through our Contact Us form on the Little Mountain website.
6. Opt-out Method: you can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
7. Help: if you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (509) 209-9204.