Privacy Policy
Effective Date: 1/1/2026
Roger Fishel Financial (“we”, “our”, or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.
1. Information We Collect
We may collect the following information when you fill out forms or interact with our site:
Full name
Email address
Phone number
Date of birth
Health-related information (when provided)
2. How We Use Your Information
We use your information to:
Provide and manage services
Send you marketing communications related to our offerings
Improve user experience and site functionality
Analyze trends and performance via tools like Google Analytics
3. Data Sharing and Disclosure
We do not sell or rent your personal information to third parties. We may share your information with trusted service providers (e.g., CRM systems, email platforms, analytics providers) who assist us in operating our business, subject to confidentiality agreements.
4. Use of Cookies and Analytics
We use cookies and similar technologies to track activity on our website and improve user experience. This includes data collected through Google Analytics.
5. Your Choices
You may opt out of marketing emails by following the unsubscribe link in those emails. You may also disable cookies through your browser settings.
6. Security
We take reasonable measures to protect your personal data, but no method of transmission over the Internet is 100% secure.
7. Children’s Privacy
Our site is not intended for children under 13. We do not knowingly collect data from anyone under this age.
8. Changes to This Policy
We may update this policy from time to time. The effective date will always be posted at the top.
9. Contact Us
For questions or concerns about this policy, please contact us at:
rfishel@rogerfishel.com