Privacy Policy

Effective Date: August 22, 2026

Green Flag Financial ("Green Flag Financial," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, or request information about our services.

1. Information We Collect

We may collect information that you voluntarily provide to us, including:

Name
Email address
Telephone number
Company or organization name
Information included in messages or inquiries you submit
Information you voluntarily provide when requesting a consultation or engaging with us regarding our services

Our website may also automatically collect limited technical information, such as IP address, browser type, device information, pages visited, and general website usage information through cookies, analytics tools, or similar technologies.

We do not use this website to obtain consumer credit reports or to make consumer credit decisions.

2. How We Use Information

We may use information we collect to:

Respond to inquiries and consultation requests
Communicate with you regarding our services
Understand your planning needs and objectives
Coordinate with professionals or service providers when appropriate and authorized
Provide information about services that may be relevant to you
Operate, maintain, and improve our website
Protect against fraud, misuse, or security threats
Comply with applicable legal and regulatory requirements

3. Information Related to Financial Planning and Insurance Services

Green Flag Financial provides access to and coordinates a variety of financial and insurance-related planning strategies.

If you choose to engage with us, additional personal, financial, business, insurance, health, or other information may be requested as necessary to evaluate or implement a particular strategy.

Such information should be provided only through the appropriate process or secure method designated for that purpose.

Information collected in connection with insurance applications, financial services, financing arrangements, or services provided by third-party professionals may also be subject to the privacy policies, disclosures, authorizations, and regulatory requirements of the applicable insurance carrier, financial institution, professional, or service provider.

4. How We Share Information

Green Flag Financial does not sell your personal information.

We may share information when reasonably necessary to provide requested services, including with:

Insurance carriers and service providers
Financial institutions or financing providers
CPAs, attorneys, financial professionals, or other professional advisors involved in your planning
Technology, website, communications, scheduling, or administrative service providers
Government agencies, regulators, or other parties when required by applicable law

When appropriate, information may also be shared with professionals you have authorized us to work with as part of our collaborative planning process.

We seek to limit information sharing to what is reasonably necessary for the applicable purpose.

5. Cookies and Website Analytics

Our website may use cookies and similar technologies to operate the website, understand how visitors use it, improve functionality, and measure website performance.

Your browser may allow you to block or delete cookies. Disabling certain cookies may affect some website functionality.

6. Data Security

We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, use, alteration, or disclosure.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Please do not submit sensitive personal, financial, health, tax, or identification information through ordinary website contact forms or unsecured email unless specifically instructed to do so through an appropriate secure process.

7. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, provide requested services, and satisfy applicable legal, regulatory, contractual, or compliance requirements.

8. Communications and Marketing

If you provide your contact information, we may communicate with you regarding your inquiry, requested services, or other information that may be relevant to your relationship with Green Flag Financial.

You may request that we stop sending marketing communications at any time by following the unsubscribe instructions provided in the communication or by contacting us.

9. Text Messages

If you separately consent to receive text messages from Green Flag Financial, we may send text messages to the telephone number you provide.

Message frequency may vary. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. For assistance, reply HELP or contact us directly.

Consent to receive marketing text messages is not a condition of purchasing any product or service.

10. Third-Party Websites and Services

Our website may contain links to websites or services operated by third parties.

Green Flag Financial is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of those providers before submitting personal information.

11. Children's Privacy

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.

Any revised policy will be posted on this page with an updated effective date.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Green Flag Financial
Phone: (800) 884-7450