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Privacy Policy

Privacy Policy

Effective Date: August 30, 2026
Last Updated: August 30, 2026

Guardian Financial Partners, LLC (“Guardian,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you:

  • Visit gfinanicalpartners.com;
  • Submit a website form; 
  • Schedule an appointment; 
  • Register for a course, webinar, meeting, or event; 
  • Purchase or download a product or resource; 
  • Participate in an online program; 
  • Communicate with us by email, telephone, text message, videoconference, or another method; or 
  • Use another website feature or online service that links to this Privacy Policy. 

Collectively, these are referred to as the “Site” and “Online Services.”

This Privacy Policy applies to information handled by Guardian Financial Partners, LLC, Independent service providers, licensed professionals, registration platforms, payment processors, and external websites may maintain their own privacy policies and practices.

  1. Information We May Collect

Information You Provide Directly

Depending on how you interact with Guardian Financial Partners, LLC, we may collect:

  • Your name; 
  • Email address; 
  • Telephone number; 
  • Mailing address, state, or general location, when provided; 
  • Preferred communication method; 
  • Employer, business, school district, organization, or professional information; 
  • Military, veteran, military-family, or military-transition information that you voluntarily provide; 
  • Information included in an inquiry or message; 
  • General financial concerns, goals, deadlines, benefits, assets, obligations, or professional relationships that you choose to describe; 
  • Appointment and scheduling information; 
  • Course, webinar, meeting, or event registration information; 
  • Attendance, questions, chat messages, survey responses, and feedback; 
  • Billing and transaction information; 
  • Information submitted through a client intake process; 
  • Documents provided through an approved secure document-delivery method; and 
  • Any other information you choose to provide. 

Where Guardian uses an outside payment processor, the payment processor may collect and process your complete payment-card information. Guardian Financial Partners, LLC may receive transaction confirmations and limited billing information rather than your complete card number.

Sensitive Information

Financial records, government identifiers, account credentials, medical or disability documentation, tax documents, insurance records, and benefits documentation may contain highly sensitive information.

Do not send Social Security numbers, complete account numbers, passwords, tax returns, medical records, copies of identification documents, or similar sensitive information through a general website contact form, ordinary email, or text message.

When sensitive information is reasonably necessary for an engagement, Guardian will identify an approved method for providing it.

Information Collected Automatically

When you visit the Site, Guardian Financial Partners, LLC and its technology providers may automatically collect information such as:

  • Internet Protocol address; 
  • Browser type; 
  • Device type; 
  • Operating system; 
  • Pages viewed; 
  • Links selected; 
  • Referring website; 
  • Dates and times of visits; 
  • General or approximate geographic location; 
  • Cookie and similar technology identifiers; 
  • Site interactions; and 
  • Error, security, and performance information. 

Information Received from Other Sources

Guardian may receive information from:

  • Scheduling platforms; 
  • Webinar and videoconferencing providers; 
  • Course and event-registration platforms; 
  • Payment processors; 
  • Email, customer-relationship-management, and communication providers; 
  • Professional referral sources; 
  • Independent professionals with your authorization; 
  • Social-media platforms when you interact with Guardian; and 
  • Publicly available sources. 
  1. How We Use Personal Information

Guardian may use personal information to:

  • Operate and maintain the Site; 
  • Respond to questions and requests; 
  • Schedule appointments; 
  • Register participants for courses, meetings, webinars, and events; 
  • Provide requested educational, organizational, and coordination services; 
  • Administer client intake and engagement processes; 
  • Process or confirm purchases and payments; 
  • Deliver resources and digital materials; 
  • Communicate about appointments, registrations, purchases, or services; 
  • Send newsletters, educational information, or marketing communications when permitted; 
  • Maintain business and transaction records; 
  • Improve the Site, programs, resources, and communications; 
  • Understand how visitors use the Site; 
  • Prevent fraud, misuse, and security incidents; 
  • Protect Guardian Financial Partners, LLC, Site visitors, clients, and other persons; 
  • Enforce agreements and Site rules; 
  • Comply with legal, regulatory, tax, accounting, or recordkeeping obligations; and 
  • Establish, exercise, or defend legal rights. 

Guardian Financial Partners, LLC will not intentionally use sensitive personal information for an unrelated purpose that is materially different from the purpose for which it was collected without obtaining appropriate authorization when required.

  1. Cookies and Similar Technologies

The Site may use cookies, pixels, tags, embedded content, and similar technologies.

These technologies may include:

  • Essential technologies, which support security, forms, navigation, and basic Site operation; 
  • Functional technologies, which remember preferences or support embedded services; 
  • Analytics technologies, which provide information about Site traffic and performance; and 
  • Advertising technologies, if activated, which may support marketing measurement or audience-related advertising. 

Scheduling, videoconferencing, payment, social-media, and other embedded providers may place their own cookies or collect information directly under their own policies.

You may control certain cookies through:

  • A Cookie Preferences tool, when available; 
  • Your browser settings; 
  • Your device settings; or 
  • A privacy request submitted to Guardian. 

Disabling cookies may prevent some Site features from functioning properly.

The Site may not respond to every legacy “Do Not Track” browser signal because no single response standard applies universally. Guardian will process legally recognized opt-out signals when required by applicable law and supported by the Site’s technology.

  1. How We May Disclose Information

Guardian Financial Partners LLC may disclose personal information to the following categories of recipients.

Service Providers

Guardian may use vendors that provide:

  • Website hosting; 
  • WordPress support; 
  • Cybersecurity; 
  • Forms and database services; 
  • Scheduling; 
  • Videoconferencing; 
  • Webinar and course delivery; 
  • Email and text-message delivery; 
  • Customer-relationship-management systems; 
  • Document storage or secure file transfer; 
  • Analytics; 
  • Payment processing; 
  • Accounting; 
  • Legal services; and 
  • Other administrative or technical services. 

These providers may process information only as necessary to perform services for Guardian, subject to their contracts and applicable law.

Independent Professionals

At your request, direction, or authorization, Guardian Financial Partners, LLC, may provide relevant information to an independent professional, such as an attorney, accountant, tax professional, insurance professional, investment professional, mortgage professional, real estate professional, benefits specialist, or other service provider.

Each independent professional controls the professional’s own services, records, privacy practices, licensing obligations, and client relationships.

Legal and Safety Purposes

Guardian Financial Partners, LLC may disclose information when reasonably necessary to:

  • Comply with law, legal process, court order, or a lawful governmental request; 
  • Protect the rights, safety, property, or security of Guardian or another person; 
  • Investigate suspected fraud, misuse, or unlawful conduct; 
  • Enforce an agreement; or 
  • Respond to an emergency. 

Business Transactions

Information may be disclosed as part of a merger, acquisition, financing, restructuring, sale of assets, succession, or similar business transaction, subject to appropriate confidentiality and legal requirements.

Aggregated or Deidentified Information

Guardian Financial Partners, LLC may use or disclose information that has been aggregated or deidentified so that it cannot reasonably be associated with a particular individual.

  1. Sale, Sharing, and Targeted Advertising

Guardian Financial Partners, LLC does not sell personal information for monetary consideration and does not sell sensitive personal information.

Guardian Financial Partners, LLC may use analytics or advertising technologies that allow a provider to collect online identifiers or interaction information. Certain state laws may characterize some of these activities as “sharing,” “targeted advertising,” or a “sale,” even when no money is exchanged.

Where applicable, you may request to opt out of these activities by:

  • Using the Site’s Cookie Preferences tool, when available; or 
  • Submitting a privacy request as described below. 

Guardian Financial Partners, LLC does not use personal information to make automated decisions that produce legal or similarly significant effects concerning an individual.

  1. Mobile Telephone and Text-Message Information

Guardian does not share mobile telephone numbers or text-message opt-in consent with unaffiliated third parties or affiliates for their own marketing or promotional purposes.

Guardian may provide mobile information to service providers that support message delivery, customer service, scheduling, security, or other operational functions. Those providers may use the information only to provide services on Guardian’s behalf.

  1. Data Retention

Guardian Financial Partners, LLC retains personal information for only as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • Complete a requested service or transaction; 
  • Maintain appropriate business records; 
  • Satisfy tax, accounting, insurance, licensing, or legal requirements; 
  • Resolve disputes; 
  • Enforce agreements; 
  • Prevent fraud; and 
  • Protect Site and information security. 

Retention periods vary according to the nature of the information, the reason it was collected, legal requirements, contractual obligations, and operational needs.

When information is no longer reasonably needed, Guardian Financial Partners, LLC may delete, destroy, or deidentify it, subject to backup cycles and lawful retention requirements.

  1. Information Security

Guardian Financial Partners, LLC uses reasonable administrative, technical, and physical measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, email system, wireless transmission, storage platform, or Internet-based service can be guaranteed to be completely secure. You provide information electronically at your own risk.

You are responsible for protecting your own devices, passwords, accounts, and access credentials.

  1. Your Privacy Rights

Depending on where you live and the law that applies, you may have the right to request that Guardian:

  • Confirm whether Guardian processes your personal information; 
  • Provide access to personal information associated with you; 
  • Correct inaccurate personal information; 
  • Delete certain personal information; 
  • Provide a portable copy of information you previously supplied; 
  • Restrict or object to certain processing; 
  • Opt you out of targeted advertising; 
  • Opt you out of a qualifying sale or sharing of personal information; 
  • Withdraw consent when processing is based on consent; or 
  • Explain a decision regarding a privacy request. 

These rights may be subject to identity verification, legal exceptions, record-retention requirements, and other limitations.

Guardian Financial Partners, LLC, will not unlawfully discriminate against you for making a valid privacy request.

How to Submit a Request

Email: 

Lisa@gfinancialpartners.com

Use the subject line:

Privacy Request

Include:

  • Your name; 
  • The email address or telephone number associated with your interaction; 
  • Your state of residence; 
  • The specific right you wish to exercise; and 
  • Enough information for Guardian to locate the relevant records. 

You may also contact Guardian at 210-416-6768 or through the Contact page.

Guardian Financial Partners, LLC, may request additional information to verify your identity and protect your information from an unauthorized request.

Authorized Agents

Where permitted by law, an authorized agent may submit a request on your behalf. Guardian may require proof that the agent has authority to act for you and may separately verify your identity.

Appeals

When applicable, you may appeal a decision by replying to Guardian Financial Partners’ decision or sending a new email with the subject line:

Privacy Appeal

Describe the request, the decision being appealed, and why you believe the decision should be reconsidered. Guardian Financial Partners, LLC will respond within the period required by applicable law.

  1. Email and Communication Choices

You may unsubscribe from marketing email by using the unsubscribe option included in the message or by contacting Guardian Financial Partners, LLC.

You may opt out of marketing text messages by replying STOP. Message and data rates may apply.

Opting out of marketing does not necessarily prevent Guardian from sending nonmarketing communications reasonably necessary to:

  • Respond to your request; 
  • Confirm an appointment; 
  • Administer a purchase or registration; 
  • Provide an important service notice; or 
  • Comply with legal obligations. 
  1. Children’s Privacy

The Site is intended for adults and is not directed to children under 13.

Guardian does not knowingly collect personal information online from a child under 13 without legally required parental authorization. If you believe a child has submitted personal information, contact Guardian so the information can be reviewed and, where appropriate, deleted.

  1. Third-Party Websites and Platforms

The Site may link to or embed services operated by other organizations. Guardian does not control and is not responsible for the privacy, security, availability, content, or practices of those organizations.

Review the privacy policies of scheduling, videoconferencing, payment, social-media, course, and other third-party platforms before providing information to them.

  1. International Visitors

Guardian is based in Texas, United States. If you access the Site from another country, your information may be transferred to and processed in the United States, where privacy laws may differ from those in your country.

  1. Changes to This Privacy Policy

Guardian may revise this Privacy Policy to reflect changes in:

  • Site functions; 
  • Services; 
  • Vendors; 
  • Information practices; 
  • Technology; 
  • Business operations; or 
  • Applicable law. 

The revised policy will be posted with an updated “Last Updated” date. Material changes may also be communicated through another reasonable method.

  1. Contact Guardian

Guardian Financial Partners, LLC
San Antonio, Texas
Telephone: 210-416-6768
Email: Lisa@gfinancialpartners.com