Website Privacy Notice
Privacy Policy Vincent Financial Group
Effective Date: March 6, 2026
Last Updated: March 6, 2026
At Vincent Financial Group (“we,” “us,” or “our”), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website at www.vincentplanning.com, interact with our content, attend our educational workshops, or contact us directly.
Please read this policy carefully. By using our website or services, you agree to the practices described here.
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- INFORMATION WE COLLECT
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We collect information in two ways: directly from you and automatically through your use of our website.
Information You Provide Directly
We collect personal information when you:
– Submit a contact form or request a consultation
– Register for or inquire about an educational workshop
– Submit a Facebook Lead Ad or other digital lead form
– Call or email us directly
– Subscribe to our newsletter or email list
This information may include your name, email address, phone number, ZIP code, retirement timeline, financial concerns, and any other details you voluntarily share.
Information We Collect Automatically
When you visit our website, we may automatically collect:
– IP address and general location data
– Browser type and operating system
– Pages visited, time spent on pages, and referring URLs
– Device type (desktop, mobile, tablet)
– Cookies and similar tracking technologies
We use this data to understand how visitors use our site and to improve your experience.
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- HOW WE USE YOUR INFORMATION
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We use the information we collect to:
– Respond to your inquiries and schedule consultations
– Notify you of upcoming educational workshops in your area
– Send educational content, newsletters, and retirement planning resources
– Deliver targeted advertising on platforms such as Facebook, Instagram, and Google
– Improve our website content, user experience, and marketing effectiveness
– Comply with applicable legal and regulatory obligations
We do not sell your personal information to third parties for their own marketing purposes.
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- MARKETING COMMUNICATIONS
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If you submit your contact information through our website, a lead form, or a workshop registration, we may contact you via email, phone, or text message with relevant retirement planning information, workshop announcements, and educational resources.
You may opt out of marketing communications at any time by:
– Clicking the “Unsubscribe” link in any email we send
– Replying “STOP” to any text message we send
– Calling us at 770-485-1876
– Emailing us at info@vincentplanning.com
Please allow up to 10 business days for opt-out requests to take effect. Note that opting out of marketing communications does not affect communications related to an active client relationship.
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- DIGITAL ADVERTISING AND RETARGETING
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We use digital advertising tools, including Meta Pixel (Facebook/Instagram) and Google Ads, to show relevant ads to people who have visited our website or interacted with our content. This is commonly known as retargeting.
These tools may collect data about your online behavior to serve you ads on third-party platforms. You can opt out of interest-based advertising by visiting:
– Facebook Ad Preferences: www.facebook.com/ads/preferences
– Google Ad Settings: adssettings.google.com
– Digital Advertising Alliance Opt-Out: optout.aboutads.info
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- COOKIES AND TRACKING TECHNOLOGIES
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We use cookies — small text files stored on your device — to improve your browsing experience, analyze site traffic, and support our marketing efforts. You may disable cookies in your browser settings; however, doing so may affect certain features of our website.
We may use the following types of cookies:
– Essential cookies: Required for the website to function properly
– Analytics cookies: Help us understand how visitors interact with our site
– Marketing cookies: Used to deliver relevant advertising
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- HOW WE SHARE YOUR INFORMATION
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We do not sell your personal information. However, we may share it with trusted third parties in the following circumstances:
– Service providers: Companies that help us operate our website, send emails, manage our CRM, or run advertising campaigns (for example, MailerLite, Google, Meta)
– Legal compliance: When required by law, court order, or government authority
– Business transfers: In the event of a merger, acquisition, or sale of our business assets
All third-party service providers are contractually required to protect your information and use it only for the purposes we specify.
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- FINANCIAL PRIVACY (GRAMM-LEACH-BLILEY ACT)
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As a financial services firm, we are subject to the Gramm-Leach-Bliley Act (GLBA). We collect and share personal financial information only as permitted by law and as necessary to provide our services. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your personal financial information.
Our separate Financial Privacy Notice, provided at the time of engagement, details your rights regarding the sharing of your financial information.
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- CHILDREN’S PRIVACY
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Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately at info@vincentplanning.com.
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- DATA SECURITY
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We take the security of your personal information seriously. We implement industry-standard security measures, including encryption, secure servers, and access controls, to protect your data from unauthorized access, disclosure, or misuse.
However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to protecting your information to the best of our ability.
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- YOUR PRIVACY RIGHTS
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Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:
– Access the personal information we hold about you
– Request correction of inaccurate information
– Request deletion of your personal information (subject to legal and regulatory limitations)
– Opt out of marketing communications at any time
– Request information about how your data is shared
To exercise any of these rights, please contact us at:
Vincent Financial Group
9200 Main Street STE 2A, Woodstock, GA 30188
Phone: 770-485-1876
Email: info@vincentplanning.com
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- THIRD-PARTY LINKS
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Our website may contain links to third-party websites, including social media platforms, podcast directories, and financial resources. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
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- CHANGES TO THIS PRIVACY POLICY
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We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or applicable law. When we make material changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this policy periodically.
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- CONTACT US
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If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:
Vincent Financial Group
9200 Main Street 2A, Woodstock, GA 30188
Phone: 770-485-1876
Email: info@vincentplanning.com
Website: www.vincentplanning.com
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IMPORTANT DISCLAIMER
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This privacy policy was prepared for informational purposes and does not constitute legal advice. We recommend consulting with a qualified attorney to ensure compliance with all applicable federal, state, and local privacy laws relevant to your specific business circumstances.