Privacy Policy

Information We Collect

ForgePoint Financial may collect information you choose to provide through our website, quote request form, email, phone, booking links, or other communications. This may include your name, phone number, email address, state, age, coverage interest, and any message you send to us.

How We Use Information

We use the information you provide to respond to your request, discuss coverage options, prepare for a conversation, schedule follow-up, improve our website, and maintain business records. We do not sell your personal information.

Website Analytics and Advertising

Our website may use tools such as the Meta Pixel to understand page activity, measure ad performance, and improve future marketing. These tools may use cookies or similar technologies. You can adjust cookie and ad preferences through your browser and platform account settings.

Third-Party Services

We may use trusted service providers for website hosting, form processing, scheduling, analytics, advertising, email, and other business operations. These providers process information only as needed to support those services.

Information Sharing

We may share information with insurance carriers, service providers, or licensed professionals when needed to respond to your request or support the coverage process. We may also disclose information if required by law or to protect our rights, clients, or business.

Your Choices

You may contact us to request access to, correction of, or deletion of information you have provided, subject to legal, regulatory, carrier, and business recordkeeping requirements.

Contact

For privacy questions, contact ForgePoint Financial at christian.ellis1292@gmail.com or (940) 235-5458.