Privacy Policy — Goldfin Group

1. Who We Are

This Privacy Policy applies to the website goldfin.group, operated by Guth Financial LLC dba Goldfin Group ("Goldfin Group," "we," "us," or "our"), a wealth management firm headquartered in Franklin, Tennessee. Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

2. Information We Collect

Information you provide directly. When you schedule a consultation through our booking system (OnceHub), you may provide your name, email address, phone number, and information about your financial situation. This information is used solely to facilitate your appointment and follow-up communications.

Information collected automatically. Like most websites, this Site may collect certain technical information automatically when you visit, including your IP address, browser type, pages visited, and time spent on the Site. This information is collected through standard web server logs and may be collected by third-party analytics services.

Cookies. This Site may use cookies and similar tracking technologies to improve your experience. You may disable cookies through your browser settings, though some features of the Site may not function properly as a result.

3. How We Use Your Information

We use the information we collect to:

Schedule and conduct consultations
Respond to your inquiries
Send relevant educational content and firm updates, where you have opted in
Improve the Site and our services
Comply with applicable legal and regulatory obligations

We do not sell your personal information to third parties.

4. Information Sharing

We may share your information with:

LPL Financial. As our broker-dealer and registered investment advisor, LPL Financial may receive certain information in connection with our advisory relationship and regulatory obligations.

Service providers. We work with third-party service providers (including OnceHub for scheduling) who assist us in operating the Site and conducting our business. These providers are contractually required to protect your information and may not use it for their own purposes.

Legal requirements. We may disclose your information when required by law, court order, or regulatory authority, including FINRA and the SEC.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy and to comply with applicable legal and regulatory requirements. Financial services records may be subject to retention requirements under FINRA Rule 4511 and other applicable regulations.

6. Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to access, correct, or request deletion of your data. California residents may have additional rights under the California Consumer Privacy Act (CCPA).

To exercise any of these rights, please contact us through goldfin.group/book or by reaching out to our office directly.

7. Security

We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

8. Third-Party Services

This Site uses third-party services including OnceHub (scheduling), Google Fonts (typography), and Netlify (hosting). Each of these services has its own privacy policy governing the data they collect. We encourage you to review their respective policies.

9. Children's Privacy

This Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected such information, please contact us and we will promptly delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The date at the top of this page reflects the most recent revision. Continued use of the Site following any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at goldfin.group/book or write to us at our Franklin, Tennessee office.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Goldfin Group and LPL Financial are separate entities.