Your privacy is important to us. This policy explains how The Compass Wealth Group collects, uses, and protects your personal information when you visit thecompasswg.com.
1. Who We Are
The Compass Wealth Group is a full-service financial company at 9800 Connecticut Dr, Crown Point, IN 46307. Contact us at (219) 408-8816 or heidi@thecompasswg.com.
2. Information We Collect
We collect information you provide directly, including:
- Name, email address, and phone number via our contact form
- Any additional details included in your messages
- Service preferences you select
We also automatically collect browser type, pages visited, time on site, referring website, general location, and device type.
3. Cookies and Tracking
Our website uses cookies and Google Analytics to understand how visitors use our site. You can disable cookies in your browser settings or opt out of Google Analytics via the Google Analytics Opt-out Add-on.
4. How We Use Your Information
- To respond to inquiries and provide requested services
- To send newsletters and marketing communications (with your consent)
- To improve our website and services
- To comply with legal and regulatory obligations
5. Email Marketing
With your consent, we may send email newsletters, financial tips, and promotional content. Every marketing email includes an unsubscribe link. We will never sell or share your email with third parties for marketing purposes.
6. SMS / Text Message Communications
By providing your mobile phone number and opting in, you consent to receive SMS text messages from The Compass Wealth Group. These messages may include appointment reminders, service updates, financial tips, and promotional offers.
- How to opt in: You may opt in by submitting your phone number through our contact form or webinar registration and checking the SMS consent box.
- Message frequency: Message frequency varies. You may receive up to 4 messages per month.
- How to opt out: Reply STOP to any text message to unsubscribe at any time. You may also contact us at heidi@thecompasswg.com to be removed.
- Help: Reply HELP to any message for assistance.
- Message & data rates: Message and data rates may apply depending on your mobile carrier and plan.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.
7. How We Share Your Information
We do not sell your personal information. We may share it with service providers (Formspree, Google Analytics), professional advisors, or legal authorities when required by law.
8. Data Security
We take reasonable precautions to protect your information. No internet transmission is 100% secure.
9. Your Rights
You may request access to, correction of, or deletion of your personal information, and opt out of marketing at any time by contacting heidi@thecompasswg.com.
10. Changes to This Policy
We may update this policy periodically. Changes will be posted here with an updated date.
11. Contact Us
Email: heidi@thecompasswg.com | Phone: (219) 408-8816 | 9800 Connecticut Dr, Crown Point, IN 46307