PRIVACY POLICY

Swan DFW Financial Solutions, LLC

Effective Date: June 17, 2025


1. Introduction

Swan DFW Financial Solutions, LLC ("Swan DFW," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at https://www.swandfwfinancial.com or interact with our scheduling tools, funnels, or other digital properties.

By using our Site, you consent to the practices described in this Privacy Policy.


2. Information We Collect

We may collect the following categories of personal information:

  • Contact information: name, email address, and phone number submitted through our scheduling forms or opt-in pages.
  • Communication data: messages or inquiries you submit through our contact forms.
  • Usage data: information about how you interact with our Site, including IP address, browser type, pages visited, and time spent on pages, collected through cookies and analytics tools.
  • Scheduling data: information related to appointments booked through our scheduling tools.


3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and schedule consultations.
  • Communicate with you about our services.
  • Send appointment confirmations and follow-up communications.
  • Improve our website and services.
  • Comply with applicable legal and regulatory requirements.

We do not sell your personal information to third parties.


4. Third-Party Service Providers

We use third-party platforms to operate our business, including:

  • GoHighLevel (GHL): for CRM, lead management, and automated communications.
  • Perspective: for mobile-optimized landing pages and quiz funnels.
  • Meta (Facebook/Instagram): for advertising and lead generation.

These service providers may have access to your personal information solely to perform services on our behalf and are obligated to protect your information in accordance with their privacy policies.


5. Cookies and Tracking Technologies

Our Site may use cookies, pixels, and similar tracking technologies to collect usage data and improve your experience. We use the Meta Pixel to track ad performance and optimize our advertising campaigns.

You may disable cookies through your browser settings; however, doing so may affect the functionality of certain parts of the Site.


6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with our legal obligations, and resolve disputes. When your information is no longer needed, we will securely delete or anonymize it.


7. Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:

  • Access the personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your personal information, subject to applicable legal requirements.
  • Opt out of marketing communications at any time by contacting us or using the unsubscribe link in our emails.

To exercise any of these rights, please contact us at info@swandfw.net.


8. Security

We implement reasonable administrative, technical, and physical safeguards 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.


9. Financial Privacy

As a registered investment adviser, Swan DFW Financial Solutions, LLC is subject to applicable federal and state financial privacy laws, including the Gramm-Leach-Bliley Act (GLBA). We do not share nonpublic personal financial information with unaffiliated third parties except as permitted by law.


10. Children's Privacy

Our 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 information from a minor, please contact us immediately.


11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our Site with a revised effective date. Your continued use of the Site following any changes constitutes your acceptance of the updated policy.


12. Contact Us

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

Swan DFW Financial Solutions, LLC

7416 Marsarie Court, Fort Worth, TX 76137

Phone: (817) 938-0077

Email: info@swandfw.net

Website: https://www.swandfwfinancial.com