Privacy Policy

PRIVACY POLICY

This Privacy Policy describes Swan Financial’s policies and procedures on the collection, use and disclosure of your information when you use our service and tells you about your privacy rights and how the law protects you.

We use your personal data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this Privacy Policy.

Swan Financial is committed to safeguarding the privacy of our users. We want to assure you that we do not share your personal information with third parties. This privacy policy outlines how we collect, use, and protect the information you provide to us.

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INFORMATION COLLECTION:

We collect only the information necessary to provide and improve our services. This may include your name, email address and phone number. We do not sell, rent, or share this information with any third parties.

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HOW WE USE YOUR INFORMATION:

The information collected is used solely for communicating with you as the intended party. We do not share or sell your personal information with external parties for marketing or any other purposes.

Additionally, no mobile or messaging consent information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may use personal data for the following purposes:

• To provide and maintain our service, including to monitor the usage of our service.

• To manage your Account: to manage your registration as a user of the Service.

• For the performance of a contract.

• To contact you via email, phone, SMS, or app notifications.

• To provide you with updates and promotions unless you opt out.

• To manage your requests and interactions with us.

All messages you send through the Service are stored on our servers. Swan Financial employs servers and services owned by third parties to retain these messages.

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SMS DISCLOSURE

By reaching us by SMS, you agree to receive recurring messages from Swan Financial.

Message and data rates may apply. Message frequency depends on your interactions and preferences.

You can reply STOP to opt-out or HELP for more information.

No mobile or messaging consent information will be shared with third parties/affiliates for marketing/promotional purposes.

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DISCLOSURE OF YOUR INFORMATION

Swan Financial does not share any client data with third parties for marketing, promotional purposes, or any other purposes. Your personal information is kept confidential and is not disclosed except:

• With your consent.

• To enforce our Terms of Service.

• With signed NDAs for necessary service provision.

• To affiliated companies.

• To comply with legal obligations or defend legal rights.

• In case of merger or acquisition.

We may share aggregated, non-identifiable data without notice.

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INTERNATIONAL DATA TRANSFERS

Your data may be processed outside your region. We ensure it is handled securely in accordance with this Policy.

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DATA RETENTION

Your data is kept only as long as needed to fulfill the purposes in this Policy, or longer if legally required.

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COOKIES AND TRACKING TECHNOLOGIES

We may use cookies or similar tools to improve your experience. You can adjust browser settings to manage cookie preferences.

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YOUR CHOICES

You may access, correct, or delete your data. Contact us with questions at:

📞 (Phone): (502) 415-0500

📧 Email: info@swnahelp.com

📍 Address: 320 Whittington Pkwy, Suite 106, Louisville, KY 40223

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Policy Changes

We may update this Privacy Policy. Continued use implies acceptance of updates.

Last updated: 04/11/2025

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