Privacy Policy

Financial Growth Compass ("we", "us", "our") respects your privacy and is committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data in compliance with U.S. federal and state regulations, including GLBA, CCPA, and applicable state laws.

Information We Collect

Personal identifiers: name, address, date of birth, Social Security number (when required for loan or investment applications).
Contact information: phone number, email address, mailing address.
Financial information: income, assets, debts, credit reports, account numbers (when authorized by you).
Usage data: pages visited, time on site, IP address, browser type — collected via cookies and analytics.

How We Use Your Information

To provide the financial services you request — loan applications, insurance quotes, investment management.
To communicate with you about your accounts, appointments, and service updates.
To comply with legal and regulatory obligations under federal and state financial services laws.
To improve our website, services, and client experience through aggregated, anonymized analytics.

How We Share Your Information

We do not sell your personal information. We share data only with: (1) financial institutions and carriers necessary to deliver your requested services, (2) credit bureaus as required for loan underwriting, (3) regulatory authorities as required by law, and (4) professional advisors (attorneys, CPAs) acting on your behalf with your written consent.

Data Security

We maintain 256-bit AES encryption in transit and at rest, dual-factor authentication, biometric access controls, and SOC 2 Type II certified infrastructure. Access to your data is restricted to authorized personnel with a legitimate business need.

Your Rights

Depending on your state of residence, you may have the right to: access your personal data, request correction, request deletion, opt out of certain processing, and receive a copy of your data in a portable format. To exercise any of these rights, contact us using the information below.

Cookies

We use essential cookies to operate the website and analytics cookies to understand usage. You can control cookies through your browser settings. Disabling all cookies may affect site functionality.