A. L. Powell Financial Group

Last Updated: November 22, 2025

A. L. Powell Financial Group (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, protect, and share your information when you visit our website or use our financial consulting services (“Services”).

By using our Services, you agree to this Privacy Policy.
If you do not agree, please discontinue use.

1. Information We Collect

We collect information that helps us deliver financial guidance, customer service, and secure communication.

1.1 Information You Provide

You may provide the following when interacting with us:

- Full name

- Email address

- Phone number

- Mailing address

- Financial goals, income ranges, budgets, or planning details

- Documents voluntarily uploaded or emailed

- Payment information (processed securely by third-party processors)

- Account login information (if applicable)

We do not require Social Security Numbers, bank passwords, or sensitive financial credentials unless necessary for a specific service and explicitly authorized by you.

1.2 Information Collected Automatically

When you visit our website or client portal, we may automatically collect:

- IP address

- Browser type and device information

- Pages visited and time spent

- Cookies and tracking pixels

- Location data (general, not precise)

This helps us improve our site experience and security.

1.3 Information From Third Parties

We may receive information from:

- Payment processors (confirmations only—never full card details)

- Scheduling software

- Email marketing/CRM systems

- Referral partners you voluntarily interacted with

We do not purchase data from brokers or third-party data sellers.

2. How We Use Your Information

We use the information we collect to:

- Provide financial consulting and planning guidance

- Communicate with you about appointments, updates, and services

- Email newsletters, resources, or marketing (with your consent)

- Improve our website and service offerings

- Maintain security and prevent fraud

- Comply with legal and regulatory obligations

- We never sell your personal data.

3. How We Share Your Information

We do not sell, rent, or trade your information.

We may share information with:

3.1 Service Providers

Trusted third parties that help us operate (all are bound by confidentiality):

Payment processors

Scheduling platforms

Email or CRM tools

Website hosting providers

Cloud storage services

3.2 Legal Requirements

We may disclose information:

If required by law, court order, or government request

To protect our legal rights

To prevent fraud, abuse, or harm

3.3 Business Transfers

If the company is sold, merged, or transferred, customer data may be included as part of the transaction under strict confidentiality.

4. Cookies & Tracking Technologies

We use cookies and similar technologies to:

Improve website performance

Analyze site usage

Personalize content

Support marketing campaigns

You can refuse or delete cookies through your browser settings, though some features may not function properly.

5. Data Security

We take data protection seriously. Measures include:

Encrypted storage where applicable

Secure SSL website protections

Access-restricted internal systems

Mandatory authentication for internal users

Limited data retention and secure disposal

However, no system is 100% secure. You use our Services at your own risk.

6. Data Retention

We keep your information only as long as necessary to:

Provide services

Maintain records for legal/regulatory purposes

Resolve disputes

Enforce agreements

You may request deletion of your personal data as permitted by law.

7. Your Privacy Rights

Depending on your location, you may have rights such as:

The right to access your data

The right to correct inaccurate information

The right to request deletion

The right to withdraw consent

The right to opt out of marketing emails

The right to request a copy of your data

To exercise any rights, contact us at [email protected].

8. Children’s Privacy

Our Services are not intended for individuals under 18 years of age.
We do not knowingly collect personal information from children.
If you believe a minor has submitted information, contact us to remove it.

9. Financial Information Disclosure

A. L. Powell Financial Group does not:

Store full credit card information

Request online banking passwords

Request Social Security Numbers without purpose and consent

Any financial information you choose to share during sessions is kept strictly confidential and protected under these policies.

10. Email & Communication Preferences

You may opt out of marketing emails at any time by:

Clicking “unsubscribe” in any email

Contacting us directly at [insert email]

Service-related emails (appointment confirmations, receipts, required notices) cannot be opted out of.

11. Third-Party Links

Our website may contain links to third-party sites.
We are not responsible for the privacy practices or content of those external websites.
You access them at your own risk.

12. Updates to This Privacy Policy

We reserve the right to update this Privacy Policy at any time.
Changes become effective when posted on this page.
Your continued use of our Services constitutes acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise privacy rights, contact:

A. L. Powell Financial Group
Email: [email protected]
Phone: 619-200-8861
Website: alpowellfinancialgroup.com