Privacy Policy

Information We Collect

We may collect information you voluntarily provide to us, including:

• Name
• Email address
• Phone number
• Responses submitted through the Champion Clarity Assessment
• Appointment and scheduling information
• Information submitted through contact forms or other website forms
• Information you provide during communications with Champion Brokerage Group

We may also collect limited technical information such as browser type, device information, IP address, referring pages, and website activity for security, analytics, and site-performance purposes.

How We Use Your Information

We may use the information we collect to:

• Provide and administer the Champion Clarity Assessment
• Respond to inquiries and requests
• Prepare for and coordinate financial-planning conversations
• Schedule, confirm, reschedule, and remind you about appointments
• Provide customer-care and service-related communications
• Improve our website, services, and client experience
• Maintain records and comply with applicable legal and regulatory requirements
• Protect against fraud, misuse, and security threats

SMS and Mobile Communications

If you voluntarily provide your mobile phone number and separately opt in to receive text messages from Champion Brokerage Group LLC, we may send non-promotional customer-care communications related to your Champion Clarity Assessment, appointment confirmations, appointment reminders, scheduling or rescheduling information, responses to your inquiries, and other service-related communications.

Message frequency varies. Message and data rates may apply. You may reply STOP at any time to opt out of text messages. Reply HELP for assistance.

Consent to receive text messages is not a condition of purchasing any product or service.

We do not sell, rent, or transfer your mobile phone number or SMS opt-in consent to third parties or affiliates for their own marketing or promotional purposes.

How We Share Information

We may share personal information with service providers that assist us in operating our website, communications systems, scheduling tools, customer relationship management systems, technology infrastructure, compliance functions, and other business operations. These providers are permitted to use information only as necessary to perform services on our behalf.

We may also disclose information when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect our rights, clients, property, systems, or safety.

Cookies and Website Technologies

Our website may use cookies, analytics tools, and similar technologies to understand website usage, improve site performance, enhance functionality, and maintain security. You may be able to control cookies through your browser settings.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, misuse, alteration, or loss. However, no method of electronic transmission or storage can be guaranteed to be completely secure.

Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, satisfy legal or regulatory obligations, resolve disputes, and enforce agreements.

Your Choices

You may contact us to request correction or deletion of certain personal information, subject to applicable legal, regulatory, and record-retention requirements.

You may unsubscribe from SMS communications at any time by replying STOP.

Third-Party Websites

Our website may contain links to third-party websites or services. Champion Brokerage Group is not responsible for the privacy practices or content of third-party sites. We encourage you to review their privacy policies before providing personal information.

Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13 through this website.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date shown at the top of this page.

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