‍Effective Date: November 2024

Endurance Financial Planning (“EFP”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data.

1. Information We Collect

We may collect the following types of information when you visit our website or engage with our services:

• Personal Information: Name, email address, phone number, and other contact details provided when booking a meeting or signing up for our services.
• Financial Information: Data provided during financial planning consultations, such as income, assets, and goals.
• Technical Information: IP address, browser type, and usage data collected automatically through cookies and analytics tools.

2. How We Use Your Information

We use the information collected to:

• Provide financial planning and advisory services.
• Schedule meetings with Craig Forsberg.
• Communicate with you regarding services, updates, and educational materials.
• Ensure the website operates effectively and securely.

3. Sharing Your Information

We do not sell or rent your personal information. We may share data with:

• Third-Party Service Providers: Such as LPL Financial for securities and advisory services.
• Legal Requirements: If required to comply with legal obligations or protect our rights.

4. Data Security

EFP uses secure technology and practices to protect your data from unauthorized access, alteration, or disclosure. However, no online transmission is completely secure, and we cannot guarantee absolute security.

5. Cookies and Analytics

Our website uses cookies to improve user experience and analyze site traffic. You can disable cookies through your browser settings; however, some website features may not function properly.

6. Your Rights

You have the right to:

• Access, update, or delete your personal information.
• Opt out of receiving marketing communications from us.
• Request clarification on how your data is used.

7. Children’s Privacy

Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.

9. Contact Information

For questions or concerns about your privacy, please contact:
craig@endurancefinancialplanning.com‍

+1 (614) 389-2246