Privacy Policy

At AGL Financial, your privacy is important to us. We are committed to safeguarding the personal information you share with us and explaining how we collect, use, and protect it. This Privacy Policy outlines our practices regarding the collection and use of information through our website and in the course of our business.

Information We Collect

We may collect personal information from you in a variety of ways, including when you:

  • Submit a form through our website
  • Schedule an appointment or consultation
  • Subscribe to our newsletter or updates
  • Communicate with us via email or phone

The types of personal information we may collect include:

  • Name, address, phone number, and email
  • Financial and account information (if applicable)
  • Any other information you choose to provide

How We Use Your Information

We use the information we collect to:

  • Provide financial planning services
  • Respond to inquiries and requests
  • Improve our website and client experience
  • Send newsletters or updates, if you’ve opted in

We do not sell your personal information to third parties.

Information Sharing

We may share your personal information only in the following situations:

  • With service providers that help us operate our business (e.g., CRM or email platforms), under strict confidentiality
  • As required by law, regulation, or legal process
  • With your express consent

Data Security

We implement reasonable physical, electronic, and procedural safeguards to protect your personal information from unauthorized access or disclosure.

Your Choices

You may choose not to provide certain personal information, but doing so may limit your ability to access certain services or features. If you have subscribed to communications, you may opt out at any time by following the unsubscribe instructions included in those messages.

Cookies and Website Tracking

Our website may use cookies or tracking technologies to improve user experience. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact your advisor.