The Financial Pivot is owned and operated by Synergy Consulting Group, LLC.

We value your privacy and are committed to protecting your personal data. This Privacy Policy

explains:

● What information we collect

● How we collect it

● How we use it

● How we share it

● Your privacy rights

● How we protect your data

By visiting the website or purchasing our courses, you consent to the practices described in this

Privacy Policy. Use of the website is also subject to our Terms of Use.

1. General Information

● Website: https://thefinancialpivot.com

● Data Controller: Synergy Consulting Group, LLC

● Contact: [email protected] | 7855 Blvd East #10i, North Bergen, NJ 07047

2. Consent

By using our website, purchasing courses, subscribing to newsletters, or contacting us, you

consent to the collection, storage, and use of your personal data as described.

You may withdraw your consent at any time by contacting us.

3. Types of Information Collected

Information You Provide:

● Name, email, phone, address

● Payment information (processed securely via GoHighLevel)

● Other personal details you voluntarily submit

Usage Data (Automatically Collected):

● IP address, browser type/version, device type, operating system

● Pages visited, time spent, referral URLs, clicks

● Mobile device identifiers, location data (if enabled)

Social Media and Third Parties:

● Interactions with social media platforms are subject to their privacy policies.

● Links include Facebook, Instagram, X (Twitter), YouTube.

4. How We Use Your Information

We process personal data for legitimate purposes, including:

● Providing and maintaining courses and website functionality

● Processing payments via GoHighLevel

● Responding to inquiries and support requests

● Sending updates, newsletters, and marketing content (opt-out available)

● Protecting against fraud and unauthorized activity

● Improving and personalizing the website experience

● Complying with legal obligations

5. How We Share Information

We do not sell personal data. Information may be shared in the following ways:

● Third-Party Service Providers: GoHighLevel for course hosting, payment processing,

email marketing, and analytics. Only used for these purposes.

● Business Transfers: In case of merger or acquisition, personal data may be transferred

under the new entity’s privacy policy.

● Legal Compliance: When required by law, legal process, or to protect rights and safety.

● With Consent: Only when explicitly authorized by the user.

Anonymous & Aggregated Information:

● May be used for analytics, reporting, and website improvement.

● Not personally identifiable.

6. Data Retention

● Personal data is retained only as long as necessary to fulfill the purposes outlined or to

comply with legal obligations.

● Users may request deletion, rectification, or restriction of their data at any time.

7. Data Protection

● We implement industry-standard security measures for data storage and transmission.

● However, no method of electronic transmission or storage is 100% secure.

● We do not sell or distribute personal data to unauthorized parties.

8. Data Breach Notification

● In case of a data breach affecting personal data, we will notify affected users promptly

through the provided contact information.

9. International Users

● Website and courses are primarily intended for U.S. residents.

● International users may access the website at their own risk and must comply with local

laws.

● Personal data may be processed in the U.S., where privacy protections may differ.

EEA / GDPR Users:

● Right to access, correct, delete, or restrict processing of personal data

● Right to data portability

● Right to withdraw consent at any time

● Right to object to processing for legitimate interest or direct marketing purposes

● Right to lodge a complaint with local supervisory authorities

10. California Users (CCPA)

California residents have the following rights:

● Right to know categories of personal data collected and purposes

● Right to request a copy of personal data collected in the last 12 months

● Right to request deletion of personal data

● Right to opt-out of any future “sale” of personal information (we do not sell data)

● Right not to be discriminated against for exercising these rights

Verifiable requests can be submitted via email, and responses will be provided within 45 days.

11. Children’s Privacy

● We do not knowingly collect data from children under 13.

● If we learn that a child under 13 has provided personal data, it will be deleted

immediately.

12. Third-Party Links

● Our website may contain links to external websites.

● We are not responsible for third-party privacy practices or content. Users should review

those privacy policies.

13. Cookies and Tracking

● Cookies and similar technologies are used for:

○ Website functionality

○ Analytics and performance monitoring

○ Marketing and personalization

● Users can manage cookie preferences where applicable, including for EU/EEA

compliance.

14. Changes to Privacy Policy

● We may update this policy at any time.

● Changes will be posted on the website.

● Continued use constitutes acceptance of changes.

15. Contact Information

Synergy Consulting Group, LLC – The Financial Pivot

Address: 7855 Blvd East #10i, North Bergen, NJ 07047

Email: [email protected]