Privacy Policy

Anderson Financial Group, LLC ("AFG," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at myafg.net (the "Site"), contact us, or engage our services.

By using our Site, you agree to the collection and use of information in accordance with this policy. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

As a financial services firm, we are also subject to federal and state laws governing the privacy of client financial information, including the Gramm-Leach-Bliley Act (GLBA). Our separate Financial Privacy Notice, provided to clients at the time of engagement, governs the collection and use of nonpublic personal financial information in connection with our advisory services.

We may collect the following categories of personal information:

Information You Provide Directly

• Name, email address, phone number, and mailing address
• Information submitted through our contact form or appointment scheduling tool
• Employment information and business details when engaging our employee benefits services
• Financial information provided in connection with our advisory services
• Communications you send to us by email or phone

Information Collected Automatically

• IP address and approximate geographic location
• Browser type, operating system, and device information
• Pages visited, time spent on pages, and referring URLs
• Cookies and similar tracking technologies (see Cookies section below)

We use the information we collect for the following purposes:

• To respond to your inquiries and provide the services you request
• To schedule and manage appointments and consultations
• To deliver employee benefits consulting, insurance planning, and investment advisory services
• To send informational content, newsletters, and updates you have requested
• To improve our website, services, and communications
• To comply with applicable laws, regulations, and professional obligations
• To protect the security and integrity of our Site and services
• To fulfill any other purpose for which you provide the information

We do not sell your personal information to third parties for their own marketing purposes.

We may share your personal information in the following limited circumstances:

Service Providers

We may share information with trusted third-party vendors who assist us in operating our website, conducting our business, or servicing you — including appointment scheduling platforms, email service providers, and technology partners. These parties are contractually obligated to keep your information confidential and use it only for the purposes we specify.

Insurance Carriers and Financial Institutions

In the course of providing insurance and financial planning services, we may share relevant information with insurance carriers, custodians, or other financial institutions as necessary to fulfill your service requests and as disclosed in our Financial Privacy Notice.

Legal Requirements

We may disclose your information when required by law, court order, or regulatory authority, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email or prominent notice on our Site of any such change in ownership.

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures include encrypted data transmission (SSL/TLS), access controls, and secure storage practices.

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. You transmit information to us at your own risk.

If you believe your personal information has been compromised, please contact us immediately at [email protected].

Our Site may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience and analyze Site usage.

Types of Cookies We Use

• Essential cookies: Required for the Site to function properly
• Analytics cookies: Help us understand how visitors use our Site (e.g., Google Analytics)
• Preference cookies: Remember your settings and preferences

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of our Site may not function properly.

Depending on your location, you may have certain rights regarding your personal information, including:

• The right to access the personal information we hold about you
• The right to request correction of inaccurate information
• The right to request deletion of your personal information, subject to legal obligations
• The right to opt out of marketing communications at any time
• The right to data portability in certain circumstances

To exercise any of these rights, please contact us using the information in the Contact section below. We will respond to your request within 30 days.

To opt out of marketing emails, click the "unsubscribe" link in any email we send, or contact us directly. Please note that even if you opt out of marketing communications, we may still send you transactional or service-related messages.

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), effective January 1, 2023.

Your California Rights

• Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you
• Right to Delete: You may request deletion of personal information we have collected, subject to certain exceptions
• Right to Correct: You may request correction of inaccurate personal information
• Right to Opt-Out of Sale or Sharing: We do not sell or share your personal information for cross-context behavioral advertising
• Right to Limit Use of Sensitive Personal Information: We do not use sensitive personal information beyond what is necessary to provide our services
• Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights

To submit a CCPA request, please contact us at [email protected] or visit Do Not Sell My Personal Information. We will verify your identity before processing your request.

Authorized Agent: You may designate an authorized agent to submit a request on your behalf. We may require written proof of the agent's permission and verification of your identity.

Our Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without parental consent, we will delete that information promptly.

If you believe we may have collected information from a child under 13, please contact us at [email protected].

Our Site may contain links to third-party websites, including insurance carriers, financial platforms, and partner services such as COBRA Shield Pro and Builder Benefits. These sites have their own privacy policies, and we have no responsibility or liability for their content or practices. We encourage you to review the privacy policy of every site you visit.

We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email or by posting a notice on our Site.

Your continued use of the Site after any changes to this Privacy Policy constitutes your acceptance of the updated policy. We encourage you to review this page periodically.

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

You may also use our online contact form to reach us.