Privacy Policy

Last updated: 9/8/2025

Information We Collect

We collect information you provide directly to us, such as when you create an account, use our Personal Financial Review (PFR) system, or contact us for support.

  • Personal information (name, email, phone number)
  • Financial information for PFR analysis
  • Account credentials and preferences
  • Communication records and support requests

How We Use Your Information

We use the information we collect to:

  • Provide and maintain our services
  • Process your PFR requests and generate reports
  • Communicate with you about our services
  • Improve our website and services
  • Comply with legal obligations

Cookie Policy

We use cookies and similar technologies to enhance your experience on our website. You can manage your cookie preferences at any time.

Types of Cookies We Use

Necessary Cookies

Essential for the website to function properly. These cannot be disabled and include authentication tokens, theme preferences, and cookie consent settings.

Analytics Cookies

Help us understand how visitors interact with our website by collecting and reporting information anonymously. These include Google Analytics and similar tools.

Marketing Cookies

Used to track visitors across websites to display relevant and engaging advertisements. These include Facebook Pixel and other advertising platforms.

Preference Cookies

Remember your choices and preferences to provide a more personalized experience, such as language settings and form data.

Your Rights

You have the right to:

  • Access your personal information
  • Correct inaccurate information
  • Delete your account and data
  • Opt-out of marketing communications
  • Manage your cookie preferences
  • Data portability

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure servers, and regular security audits.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

Email: privacy@thewinnerscirclegrp.com

Address: 70 E Sunrise Highway, Ste 501, Valley Stream, NY 11581