LGC Financial Privacy Policy
Privacy Policy
LGC Financial (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, use our services, or communicate with us.
Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, and other information you voluntarily provide.
Financial & Planning Information: Information related to retirement planning, tax strategies, insurance needs, and estate planning when you choose to share it.
Communication Data: Records of communications via SMS, email, or other channels.
Technical Data: IP address, browser type, device information, and website usage data.
How We Collect Information
We collect information through:
Website forms and contact submissions
Appointment booking forms
SMS and email communications
Cookies and tracking technologies
Advertising platforms (such as Google Ads and Meta Ads)
Analytics tools (such as Google Analytics 4)
How We Use Information
We use your information to:
Provide financial planning services
Respond to inquiries and communicate with you
Schedule and manage appointments
Send service-related messages and updates
Improve our website, marketing, and customer experience
Comply with legal and regulatory requirements
We do not sell your personal information.
SMS & Communications
By providing your phone number, you consent to receive SMS messages from LGC Financial. These messages may include:
Appointment reminders
Service updates
Follow-ups related to your financial planning
Occasional informational messages related to our services
Message frequency may vary. Message and data rates may apply.
You can opt in to receive SMS messages by:
Submitting a form on our website
Booking an appointment
Providing consent during a consultation
You can opt out at any time by replying STOP to any message.
For assistance, reply HELP or contact us directly.
Consent to receive SMS messages is not a condition of purchase.
No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.
Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We do not sell, rent, or share SMS consent or opt-in data for marketing purposes.
Data Sharing Policy
We do not sell or rent your personal information.
We only allow limited access to information when necessary to operate our business, such as:
Service providers that help us deliver our services
Technology platforms used for communication and customer management
All such access is strictly limited to operational purposes and not for independent marketing use.
Customer data is never sold and is never provided to others for promotional purposes.
SMS consent is not shared with any third parties or affiliates for marketing purposes.
Cookies & Tracking Technologies
We use cookies, pixels, and similar technologies to:
Analyze website traffic (Google Analytics 4)
Improve user experience
Measure advertising performance (Google Ads, Meta Ads)
You can control cookie preferences through your browser settings.
Data Security Practices
We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or loss.
While we take security seriously, no system can be guaranteed to be completely secure.
Data Retention
We retain your information only for as long as necessary to:
Provide our services
Comply with legal obligations
Resolve disputes and enforce agreements
Third-Party Services
We use trusted third-party tools to operate our business, including:
GoHighLevel (GHL): Our primary CRM, funnel builder, automation, and communications platform. It stores contact data, communications, forms, and workflows.
Google Analytics 4: Website analytics
Google Ads & Meta Ads: Advertising platforms
These providers act as service platforms and process data on our behalf to support business operations.
Your Rights & Choices
Depending on your location, you may have rights to:
Access the personal information we hold about you
Request corrections to your data
Request deletion of your information
Opt out of certain communications
To exercise these rights, contact us using the information below.
Opt-Out Instructions
SMS: Reply STOP to unsubscribe
Email: Click the unsubscribe link in any email
General Requests: Contact us directly
Children’s Information
Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.
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.
Contact Information
LGC Financial
13446 Poway Rd Suite 160
Poway, California 92064
United States
Phone: +1 760-604-6610
Email: [email protected]
Website: https://www.lgcfinancial.com/
Last Updated: April 14, 2026