Privacy Policy

How we collect, use, and protect your personal information when you visit our website or work with us.

Overview

This Privacy Policy explains how Pathfinder Financial Services (โ€œwe,โ€ โ€œus,โ€ or โ€œourโ€) collects, uses, shares, and safeguards information. It applies to our website and related communications. It does not cover third-party websites we link to.

Information

What we collect

We may collect information you provide directly (such as your name, email address, phone number, and details you include in a message or consultation request). We also collect limited technical data automatically, such as IP address, device and browser details, pages viewed, and approximate location derived from IP.

Advisor meeting with a client to discuss financial planning
Use

How we use information

We use information to respond to inquiries, provide requested services, schedule consultations, and deliver client support.


We also use information to operate, maintain, and improve our website; to understand how visitors use our site; to protect against fraud, misuse, and security incidents; and to comply with legal and regulatory obligations.

We use your information to provide guidance you request and to keep our systems secure.

Pathfinder Financial Services

We do not sell your personal information. If we use service providers to help us operate (for example, website hosting, analytics, or email delivery), they are permitted to use information only to perform services for us.

Website data

Cookies and analytics

Our site may use cookies and similar technologies to remember preferences, measure performance, and help us understand site usage.

You can control cookies through your browser settings. If you disable cookies, some site features may not function as intended.

We may use analytics tools that collect information about your interactions with our site. Where required, we will provide choices for analytics and advertising cookies.

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Cookies & similar tech
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Analytics & performance
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Security monitoring
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Form submissions
Sharing

When we share information

We may share information with service providers who support our operations (such as website hosting, form processing, scheduling, or email delivery), and with professional advisors (such as legal or accounting) when necessary.

We may also disclose information to comply with law, respond to lawful requests, protect our rights and property, and help prevent fraud or security issues. If we are involved in a business transaction (such as a merger or asset sale), information may be transferred as part of that transaction.

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Digital security interface representing secure handling of information