Privacy Policy

Effective November 12, 2026

Northshire Consulting, LLC is built on the trust of the people and businesses we serve, and protecting your personal information is part of earning it. We do not sell personal information. We share it only as described in this policy: when it is needed to provide our services, when you direct us to, or when the law requires it.

Why we collect information

We collect personal information so that we can provide financial planning, investment advisory and retirement plan consulting services that fit your situation, respond to your requests, and meet our obligations under federal and state law.

What information we collect

Depending on how you work with us, we may collect and keep:

• Information you give us in meetings, forms and questionnaires, such as your name, address, contact details, date of birth, Social Security number, employment, family, and details about your income, assets, debts, insurance and goals.
• Information we create while serving you, such as financial plans, recommendations, account records and notes of our conversations.
• Information from others about your finances that you have authorized, such as account statements and transaction details from custodians, retirement plan recordkeepers, and your other professional advisors.

Information collected through this website

• Forms. When you use our contact form, newsletter sign-up, 401(k) plan questionnaire or client intake form, we receive what you enter. We also record basic technical details with a submission, such as your browser type and a scrambled (hashed) version of your internet address, to help prevent abuse.
• Scheduling. Appointments are booked through Calendly, which collects the details you enter under its own privacy policy.
• Analytics. We use Google Analytics to understand how the site is used, such as which pages are visited. It uses cookies and does not tell us who you are. You can block cookies in your browser settings.

Please do not send account numbers, Social Security numbers or other sensitive details through the contact form or by regular email.

What information we share

We share personal information with people outside our firm only in these situations:

• To provide our services. With companies that help us serve you, such as account custodians, retirement plan providers, and technology and service providers we use to run our business. They may use the information only for the work they do for us and are expected to keep it confidential.
• At your direction. With people you authorize, such as your accountant or attorney, with your consent.
• When required by law. To regulators, or in response to a legal process, when we are obligated to.

We do not share personal information with other companies so that they can market their products to you.

How we protect your information

Access to personal information is limited to those who need it to do their work for you. We use physical, electronic and procedural safeguards to protect it, and we continue to protect the information of former clients in the same way.

Changes to this policy

If we change this policy, we will post the updated version on this page with a new effective date. Clients also receive our privacy notice when the relationship begins and as required afterward.

Contact us

If you have questions about this policy or your information, please contact us: