Privacy Policy

This Privacy Policy describes how ClearPath Finance Group LLC collects, uses, and protects the personal information of users of our website and services. We are committed to protecting your privacy and ensuring the security of your information.

1. Information We Collect

We may collect the following types of personal information:

  • Contact Information: Name, email address, phone number, and postal address.
  • Business Information: Company name, industry, and business size.
  • Financial Information: Information related to your business’s financial status, such as revenue, expenses, and assets.
  • Usage Data: Information about how you use our website and services, including IP address, browser type, and pages visited.
  • Communications: Records of your communications with us, including emails and phone calls.

2. How We Collect Information

We collect information in the following ways:

  • Directly from You: When you provide information through our website, contact forms, or during consultations.
  • Automatically: Through cookies and similar technologies that track your usage of our website.
  • From Third Parties: From publicly available sources or third-party service providers.

3. Use of Information

We use your personal information for the following purposes:

  • Providing Services: To deliver the financial and economic advisory services you request.
  • Communication: To respond to your inquiries, provide updates, and send important notices.
  • Improvement of Services: To analyze usage data and improve the functionality and content of our website and services.
  • Marketing: To send you promotional materials and information about our services, where permitted by law.
  • Legal Compliance: To comply with legal obligations and protect our rights.

4. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:

  • Encryption: Using encryption to protect sensitive data during transmission.
  • Access Controls: Limiting access to personal information to authorized personnel only.
  • Regular Audits: Conducting regular security audits to identify and address vulnerabilities.

However, no method of transmission over the Internet or method of electronic storage is completely secure, so we cannot guarantee absolute security.

5. Data Sharing

We may share your personal information with the following categories of recipients:

  • Service Providers: Third-party vendors who provide services on our behalf, such as IT support, data analytics, and marketing.
  • Legal Authorities: When required by law or legal process.
  • Business Partners: With trusted business partners who assist us in providing our services.

We require these recipients to protect your personal information in accordance with this Privacy Policy and applicable laws.

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your user experience and collect usage data. You can control the use of cookies through your browser settings. However, disabling cookies may affect the functionality of our website.

7. Your Rights

You have the following rights regarding your personal information:

  • Access: You can request access to the personal information we hold about you.
  • Correction: You can request that we correct any inaccurate or incomplete information.
  • Deletion: You can request that we delete your personal information, subject to certain exceptions.
  • Objection: You can object to the processing of your personal information for marketing purposes.
  • Restriction: You can request that we restrict the processing of your personal information in certain circumstances.

To exercise these rights, please contact us using the contact information provided below.

8. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

9. International Data Transfers

Your personal information may be transferred to and processed in countries outside of your country of residence. We will take appropriate measures to ensure that your personal information is protected in accordance with this Privacy Policy and applicable laws.

10. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any changes on our website and update the effective date. Your continued use of our website and services after the effective date constitutes your acceptance of the revised Privacy Policy.

11. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us at:

Contact 

Thank you for trusting ClearPath Finance Group with your personal information.