Privacy Policy

Privacy Policy

Effective Date: September 18, 2026
Last Updated: September 18, 2026

Mendenhall Financial Group ("Mendenhall Financial Group," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide through our website.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit or interact with our website.

By using this website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us when you use our website, including when you submit a contact form, request information, or otherwise communicate with us.

This information may include:

First and last name

Email address

Telephone or mobile number

Mailing address

State of residence

Information you provide regarding your financial goals or interests

Information related to insurance or financial products you are interested in

Any other information you voluntarily provide through our website or communications

We may also automatically collect certain technical information when you visit our website, such as:

IP address

Browser type

Device type

Operating system

Pages visited

Date and time of visits

Referring website

General website usage information

2. Information You Provide Through Forms

If you submit information through a contact or lead-generation form, we may use that information to:

Respond to your inquiry;

Contact you regarding the products or services you requested information about;

Determine how we may assist you;

Schedule a call or appointment;

Provide requested information;

Follow up regarding your inquiry; and

Communicate with you regarding products, services, or educational information where permitted by law.

Submitting information through our website does not require you to purchase a product or service.

3. Financial and Insurance Information

Mendenhall Financial Group may receive information related to your financial goals, insurance needs, retirement objectives, or other financial circumstances when you voluntarily provide that information.

We use such information only for legitimate business purposes, including responding to inquiries, evaluating potential products or strategies, and providing requested services, subject to applicable laws and regulations.

You should not submit highly sensitive information, such as Social Security numbers, bank account passwords, credit card numbers, or other confidential credentials through a general website contact form unless specifically instructed to do so through a secure system.

4. How We Use Your Information

We may use personal information for purposes including:

Providing and improving our website;

Responding to questions and requests;

Providing information about products and services;

Communicating with prospective and existing clients;

Scheduling calls or meetings;

Processing and managing inquiries and leads;

Maintaining business records;

Monitoring website performance;

Detecting and preventing fraud, abuse, or security issues;

Complying with legal and regulatory requirements; and

Other legitimate business purposes permitted by applicable law.

5. Telephone Calls and Text Messages

If you provide a telephone or mobile number, Mendenhall Financial Group or its authorized representatives may contact you regarding your inquiry or requested information.

Depending on the consent you provide and applicable law, communications may include telephone calls or text messages.

Message and data rates may apply.

You may opt out of marketing text messages by following the instructions provided in the applicable message or by contacting us directly.

Opting out of marketing communications does not necessarily prevent us from sending non-marketing communications that are necessary to respond to a request or provide a service.

6. Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to improve website functionality and understand how visitors use our website.

These technologies may collect information such as:

Pages visited;

Time spent on the website;

Browser and device information;

General geographic information; and

Website activity.

We may use this information to analyze website traffic, improve our website, and understand the effectiveness of our marketing.

You may be able to control or disable cookies through your web browser settings. Disabling certain cookies may affect the functionality of the website.

7. Analytics and Third-Party Services

We may use third-party service providers to help operate, analyze, secure, or improve our website and marketing activities.

These providers may process information on our behalf, including technical information and website usage information.

Examples may include website analytics, hosting, advertising, customer relationship management, communication, scheduling, and form-management services.

Third-party providers may have their own privacy policies governing their use of information.

8. How We Share Information

We do not sell your personal information for money.

We may share information with trusted service providers, business partners, insurance carriers, financial product providers, technology providers, or other parties when reasonably necessary to:

Respond to your request;

Provide requested products or services;

Operate our business;

Process applications or inquiries;

Maintain our website and technology systems;

Comply with legal or regulatory requirements; or

Protect our rights, property, and users.

We may also disclose information when required by law, legal process, court order, government request, or regulatory requirement.

9. Insurance Carriers and Financial Product Providers

If you request information about or apply for an insurance or financial product, information you provide may need to be shared with applicable insurance carriers, financial institutions, product providers, or other parties involved in processing your request.

The privacy practices of those organizations may be governed by their own privacy policies and applicable federal and state laws.

10. Protection of Your Information

We take reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.

You should avoid submitting confidential credentials or highly sensitive information through unsecured communications.

11. Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and transaction records, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

Retention periods may vary depending on the type of information and the reason it was collected.

12. Your Privacy Rights

Depending on where you live and applicable law, you may have certain rights concerning your personal information.

These rights may include the right to:

Request information about personal information we maintain about you;

Request correction of inaccurate information;

Request deletion of certain information;

Opt out of certain marketing communications;

Request information about how your personal information is used or disclosed; and

Exercise other rights provided by applicable privacy laws.

These rights are subject to applicable legal exceptions and limitations.

To submit a privacy-related request, please contact us using the information provided below.

13. Children's Privacy

This website is not intended for children under the age of 13.

We do not knowingly collect personal information from children under 13 through this website.

If you believe that a child has provided personal information to us, please contact us so that we can take appropriate steps.

14. Third-Party Websites

Our website may contain links to websites operated by third parties.

Mendenhall Financial Group is not responsible for the privacy practices, content, security, or policies of third-party websites.

We encourage you to review the privacy policy of any third-party website you visit.

15. Do Not Track Signals

Some web browsers may offer a "Do Not Track" setting.

Because there is currently no universally accepted standard for responding to Do Not Track signals, our website may not respond to such signals unless otherwise required by applicable law.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, technology, legal requirements, or regulatory obligations.

When we make changes, we will update the "Last Updated" date at the top of this Privacy Policy.

Your continued use of the website after changes are posted constitutes acceptance of the updated Privacy Policy to the extent permitted by law.

17. Contact Us

If you have questions about this Privacy Policy or wish to submit a privacy-related request, please contact:

Mendenhall Financial Group

[Business Address]
[City, State ZIP]
[Phone Number]
[Email Address]

Effective Date: September 18, 2026
Last Updated: September 18, 2026