Privacy and Security

Last updated: February 01, 2026
Your privacy is important to us. This Privacy Policy explains how Bastion Advisory Services LLC collects, uses, shares, and protects your personal information when you use our website or engage our services. By using our site, you acknowledge that you have read and understand this policy.

Our Commitmentto Privacy

Bastion Advisory Services LLC ("Bastion") is committed to protecting the confidentiality and security of your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your data in accordance with federal and state privacy laws.

This policy applies to both current and former clients.

Information We Collect

To provide advisory, financial, and mortgage brokerage services, we collect personal information including:

  • Name, address, email, and phonenumber
  • Social Security number or taxpayer identification number
  • Government-issued identification (driver's license, passport)
  • Financial information (income, assets, net worth, credit history, account balances)
  • Transaction history and account details
  • Employment and business ownership information

We collect thisinformation through:

  • Account applications and service agreements
  • Forms, questionnaires, and client communications
  • Website activity and cookies
  • Third-party verification services (credit bureaus, public records, identity verification providers) as permitted by law

How We Use Your Information

We use your personal information to:

  • Provide and manage advisory, mortgage brokerage, and financial coordination services
  • Process transactions and fulfill contractual obligations
  • Comply with legal, regulatory, and audit requirements
  • Prevent fraud, identity theft, and unauthorized activity
  • Communicate with you about your accounts and services

Information We Share:

We do not sell your personal information.

We may share your information with third parties only as necessary to:

  • Service Providers: Third-party vendors who assist with transaction processing, compliance, document management, credit reporting, and technology services (under strict confidentiality agreements)
  • Regulatory and Legal Compliance: Government agencies, regulators, auditors, or law enforcement as required by law or legal process
  • Fraud Prevention: Credit bureaus, financial institutions, and verification services to prevent fraud or unauthorized     activity
  • Professional Advisors: Attorneys, accountants, and other professionals assisting with your services (with your consent or as required by engagement

We do not shareyour information for marketing purposes or with unaffiliated third parties fortheir own use.

If our information-sharing practices change materially, we will notify you in advanceand provide opt-out options where applicable

How We ProtectYour Information

We maintain physical, electronic, and procedural safeguards in accordance with federal standards and industry best practices, includin

  • Data Security: Encrypted databases, secure file storage, password-protected systems, and firewalls
  • Access Controls: Restricted access to personal     information on a need-to-know basis
  • Secure Disposal: Shredding, wiping, and destruction     protocols for documents and electronic files containing personal     information
  • Employee Training: Confidentiality agreements and     mandatory privacy and security training for all personnel

While weimplement robust security measures, no system is completely secure. Weencourage you to protect your login credentials and notify us immediately ofany suspected unauthorized access.

Your Rights and Choices

You have the right to:

  • Access and Correct: Request access to your personal information and request corrections if inaccurate
  • Opt-Out: Limit certain types of information sharing where permitted by law (contact us to exercise this right)
  • Data Retention: Request information about how long we retain your dat

To exercise theserights, contact us at info@bastionasg.com.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and remember preferences. You can control cookie settings through your browser.

CaliforniaPrivacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA). For information on how to exercise these rights, contact us at info@bastionasg.com.

Children'sPrivacy

Our services arenot directed at individuals under 18. We do not knowingly collect personalinformation from minors.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on ourwebsite with an updated effective date. Continued use of our services constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Bastion Advisory Services LLC
1093 East Iron Eagle Drive, Ste 125
Eagle, ID 83616

(208) 629-8356
Email: info@bastionasg.com
Website: www.bastionasg.com

Formortgage-related privacy questions, you may also contact:
NMLS Consumer Access: www.nmlsconsumeraccess.org