Privacy Policy
Effective 2026-06-24
This policy explains what information GHL Financial Services collects, how it is used, when it may be shared, and how to contact us about privacy requests.
Information we collect
We collect information you provide directly, including your name, email address, phone number, service interest, contact-form messages, account login details, payment status, subscription status, and other information you choose to provide. Client records for tax, bookkeeping, payroll, trust, or financial services may be collected through secure client systems rather than the public contact form.
How we use information
We use information to respond to inquiries, provide requested services, manage client and member accounts, process payments, maintain security, improve the website, comply with legal and professional obligations, and communicate about service updates.
Sensitive information
Do not send Social Security numbers, full account numbers, tax documents, payroll records, identification documents, trust documents, or other sensitive records through the public contact form. Use only the secure portal or approved intake channel provided for your engagement.
Payment and technology providers
We use service providers for secure hosting, authentication, analytics, email delivery, payment processing, client portals, and related operations. Payment details may be handled by processors such as Stripe. GHL Financial Services does not store full bank account numbers, full card numbers, or card security codes on this website.
Sharing
We do not sell personal information. We may share information with service providers acting on our behalf, professional advisors, tax or legal authorities when required, or other parties when necessary to provide requested services, comply with law, respond to legal process, protect rights, or maintain security.
Cookies and analytics
The site may use necessary cookies for account access and security. If analytics are enabled, they are used to understand aggregate site usage and improve navigation and content. Where consent is required, non-essential analytics are not enabled until consent is provided.
Retention
We retain information for as long as needed to provide services, maintain business records, resolve disputes, comply with tax, accounting, legal, and regulatory requirements, and protect legitimate business interests. Retention periods may differ by record type.
Privacy requests
Depending on your location and relationship with GHL Financial Services, you may request access, correction, deletion, restriction, or a copy of certain personal information. Some records may need to be retained for legal, tax, accounting, security, professional, or dispute-prevention reasons.
Contact
Questions about this policy or privacy requests can be sent through the contact form.
Use the contact form