Privacy Policy

Effective Date: 09/15/2025

At Financial Bloc (“we,” “our,” “us”), we respect and protect your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information when you interact with our website, services, and tools. By using our services, you consent to the practices outlined below.

1. Information We Collect

We may collect the following information:

Personal Information: Name, email address, phone number, mailing address, date of birth, and other information you provide when scheduling a consultation, filling out forms, or communicating with us.

Financial Information: Payment card details and billing information (processed securely through third-party providers such as Stripe).

Business Information: If applicable, company name, tax information, or documents needed for financial strategy consultations.

Usage Data: IP address, browser type, device information, pages visited, and referral source when you use our website.

Communications: Records of your messages, calls, or emails with us.

2. How We Use Your Information

We use collected information to:

Provide our consulting, financial strategy, and educational services.

Manage appointments, forms, and communications.

Process secure payments and deliver purchased services or products.

Improve our website, services, and customer experience.

Send relevant updates, newsletters, and promotional content (you may opt out anytime).

Meet legal, regulatory, and compliance requirements.

3. How We Store and Process Information

To deliver services efficiently and securely, we use the following third-party platforms:

AgencyBloc: Used as our insurance and client management system to securely store client records and insurance-related information.

GoHighLevel (GHL): Used for form submissions, appointment scheduling, CRM management, and client communications.

Stripe: Used as our secure payment processor. We do not store your full payment card details — Stripe handles all transactions in compliance with PCI-DSS standards.

Google Workspace: Used for email, document storage, and internal collaboration.

Each provider has its own privacy and security measures in place to protect your data.

4. Sharing Your Information

We do not sell or rent your information. We may share your information only with:

Service Providers: The trusted third-party platforms listed above, who help us operate our business. They may process data only to the extent necessary to perform their services.

Legal Obligations: Government authorities, regulators, or courts if required by law or legal process.

Business Transfers: If Financial Bloc undergoes a merger, acquisition, or restructuring, your data may be transferred as part of our business assets.

5. Data Security

We use administrative, technical, and physical safeguards to protect your information. While no online system is 100% secure, we work with reputable platforms and implement measures designed to prevent unauthorized access, disclosure, alteration, or destruction of your data.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

Enhance site performance and usability.

Analyze visitor behavior and website traffic.

Personalize your browsing experience.

You may disable cookies in your browser, but some features of our website may not function properly.

7. Your Privacy Rights

Depending on your location, you may have rights such as:

Accessing and requesting a copy of the data we hold about you.

Correcting inaccurate information.

Requesting deletion of your data (subject to legal or contractual obligations).

Opting out of marketing communications.

To exercise these rights, contact us at the email below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

9. Children’s Privacy

Our services are intended for adults. We do not knowingly collect information from children under 18. If such data is discovered, we will promptly delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Effective Date.”

11. Contact Us

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

Financial Bloc
Email: [email protected]
Website: www.financialbloc.com