Privacy Policy

Overview

This Privacy Policy explains how SmartPerson Financial ("SmartPerson Financial," "we," "us," or "our") collects, uses, and protects information when you visit smartpersonfinancial.com, submit an application through our lead form, or purchase access to our programs. By using this site, you agree to the practices described below.

Information We Collect

We collect information you provide directly, such as your name, email address, phone number, and details you share when completing an application, booking a call, or emailing us. We also collect information automatically through cookies and analytics tools, including pages visited, time on site, device and browser type, and referral source.

How We Use Your Information

• To evaluate applications and determine program eligibility
• To communicate with you about your application, account, or scheduled calls
• To process payments for purchased programs and services
• To improve our website, offers, and communications
• To comply with legal and regulatory obligations

Analytics and Advertising

We use Google Analytics and the Meta Pixel to understand how visitors use our site and to measure the performance of our advertising. These tools may set cookies or use similar technologies on your device. You can opt out of Google Analytics tracking or adjust ad preferences through your browser or device settings, or through Meta's ad preferences.

Third-Party Services

We work with third-party providers to operate our business, including Calendly for scheduling, our payment processor for purchases made through smartpersonaccess.com, and email or CRM tools used to manage applications and client communication. These providers only receive the information needed to perform their function and are not permitted to use it for unrelated purposes.

Data Retention and Security

We retain personal information for as long as needed to provide our services and meet legal or accounting requirements. We take reasonable administrative and technical measures to protect your information, though no method of transmission or storage is completely secure.

Your Rights

You may request access to, correction of, or deletion of the personal information we hold about you by emailing info@smartpersonfinancial.com. We will respond within a reasonable timeframe.

Children's Privacy

Our services are intended for individuals 18 years of age or older. We do not knowingly collect information from anyone under 18.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Last updated" date.

Contact

Questions about this policy can be sent to info@smartpersonfinancial.com.