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DISCLOSURE

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Convergent Financial Group, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION

Convergent Financial Group is a registered investment adviser offering advisory services in the state of South Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Convergent Financial Group in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

Your privacy is incredibly important to us. This Privacy Policy outlines exactly what information we collect through our website, how we use it, and how we protect it.

1. Information We Collect

We only collect information that you voluntarily provide to us when you schedule a meeting using our website’s scheduling form. This information includes:

Contact Information: Your name, email address, and phone number.
Meeting Purpose: The reason or context behind why you are scheduling the meeting.
Financial Profile Data: Your self-selected investable asset range.

2. How We Use Your Information

We use the information you submit strictly for internal administrative and routing purposes. Specifically, we use your contact info, meeting notes, and investable asset range to match you with and route your request to the correct financial advisor within our firm who is best suited for your specific financial profile.

3. Information Sharing and Disclosure

No Sale or Rental of Data: We do not sell, rent, trade, or share your personal or financial information with any third-party marketers, external companies, or non-affiliated entities.
Internal Use Only: Your data is kept entirely confidential and is only accessible by internal employees and advisors who need it to prepare for your meeting.
Legal Exceptions: We will only disclose your information if strictly required to do so by state or federal law, or in response to a valid legal subpoena or regulatory requirement.

4. Data Security

We maintain strict physical, electronic, and procedural safeguards designed to protect your nonpublic personal and financial information. Your submitted form data is securely stored and is only accessible by authorized staff members.

5. Your Rights and Choice

Because we only collect data to facilitate the meeting you request, you can ask us to review, update, or completely delete your contact information and consultation notes from our scheduling systems at any time by contacting us directly.