PRIVACY POLICY
Last Updated: October 6, 2026
Symphony Financial Group (“Symphony Financial Group,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, complete one of our forms, surveys, or questionnaires, request educational materials, schedule an appointment, communicate with us, or otherwise interact with our online services.
Information We Collect
We may collect information that you voluntarily provide to us, including:
• Name
• Email address
• Telephone number
• Information you provide through forms, surveys, questionnaires, or appointment requests
• General information about your retirement goals, retirement timing, financial concerns, account types, and approximate ranges of retirement savings or assets
• Communications you send to us
We do not ask you through our general website forms or educational surveys to provide account numbers, passwords, Social Security numbers, or exact account balances.
We may also automatically collect certain information when you visit our website or interact with our online services. This may include your IP address, browser or device information, pages visited, referring website or advertisement, approximate geographic information, and information about how you interact with our website.
How We Use Your Information
We may use information we collect to:
• Provide educational materials or other information you request
• Respond to questions and inquiries
• Schedule and manage appointments
• Better understand your retirement-planning interests and needs
• Personalize our communications and educational content
• Communicate with you by email, telephone, or text message when permitted
• Maintain and improve our website, forms, surveys, and services
• Measure the effectiveness of our marketing and advertising
• Maintain business records and comply with applicable legal and regulatory requirements
• Protect our business, website, clients, and users from fraud, misuse, or security threats
Information submitted through a survey or questionnaire is intended to help us better understand your interests and whether our services may be relevant to your situation. Completing a survey or questionnaire does not create an advisory, fiduciary, insurance, or other professional relationship.
Email, Telephone, and Text Communications
If you provide your contact information, we may use it to respond to your request and provide information related to the products, services, educational materials, or retirement-planning topics in which you have expressed interest.
Where required, we will obtain your consent before sending marketing or promotional text messages. Consent to receive marketing calls or text messages is not a condition of purchasing any product or service.
Message frequency may vary. Message and data rates may apply. You may opt out of marketing text messages by replying STOP. You may unsubscribe from marketing emails using the unsubscribe link included in those emails.
Cookies, Analytics, and Advertising Technologies
We and service providers working on our behalf may use cookies, pixels, tags, and similar technologies to operate our website, understand how visitors use it, measure advertising effectiveness, and improve our marketing.
These technologies may collect information such as your browser or device type, IP address, pages viewed, referring source, and interactions with our website or advertisements.
We may use advertising and analytics services to understand whether an advertisement resulted in a website visit, form submission, educational-material request, or other action. Information collected through these technologies may be processed by the applicable service providers according to their own privacy policies.
How We Share Information
We do not sell your personal information to third parties for money.
We may disclose information to trusted service providers that help us operate our business and provide our services. These may include providers of website hosting, customer relationship management systems, email and text communications, appointment scheduling, analytics, advertising, document delivery, data storage, and other business technology.
These providers may process information on our behalf in connection with the services they provide to us.
We may also disclose information when reasonably necessary to comply with applicable law, regulation, legal process, or governmental request; enforce our policies or agreements; detect or prevent fraud or security issues; or protect the rights, property, or safety of Symphony Financial Group, our clients, or others.
Advertising and Third-Party Services
We may advertise Symphony Financial Group, our educational resources, or our services through third-party websites, search engines, social media platforms, and other digital services.
Those services may use cookies, pixels, or similar technologies to measure advertising performance or provide advertising based on permitted information and settings.
Third-party websites and services have their own privacy practices. Symphony Financial Group is not responsible for the privacy practices or content of websites or services that we do not control.
Educational and Financial Information
Information provided through our website, educational guides, surveys, emails, advertisements, or other communications is provided for general educational and informational purposes unless otherwise expressly stated.
Providing information through a form, requesting educational materials, or completing a questionnaire does not constitute individualized financial, tax, legal, investment, or insurance advice.
Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information in our possession or control. However, no website, electronic transmission, or electronic storage system can be guaranteed to be completely secure.
Data Retention
We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and regulatory records, comply with applicable law, resolve disputes, and enforce our agreements.
Your Choices
You may choose not to provide certain personal information, although doing so may prevent us from providing certain requested materials or services.
You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the email. You may opt out of marketing text messages by replying STOP.
You may also contact us to ask questions about the personal information we maintain about you or to request that we update or correct information, subject to applicable legal and regulatory requirements.
Depending on where you live, applicable law may provide additional privacy rights. We will respond to valid privacy requests as required by applicable law.
Children's Privacy
Our website and services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13 through our website.
Third-Party Links
Our website or communications may contain links to third-party websites or services. Those websites are governed by their own privacy policies and practices. We encourage you to review the privacy policies of third-party websites you visit.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal requirements. When we make changes, we will update the “Last Updated” date at the top of this page.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Symphony Financial Group
Spring Hill, KS 66083
info@symphonyfg.com
913-388-3260