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Privacy Policy

Last Updated: June 1, 2025

Narrowgate Financial DBA NG Financial ("Company," "we," "us," or "our") is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and protect information you provide when using our website and services.

1. Information We Collect

Information You Provide Directly

When you submit a contact or consultation request form on our Site, we may collect:

  • First and last name
  • Email address
  • Mobile phone number
  • Approximate retirement asset range
  • Any additional information you voluntarily provide

Automatically Collected Information

When you visit our Site, we may automatically collect certain technical information including your IP address, browser type, pages visited, and time spent on the Site. This information is used for Site analytics and improvement purposes only.

2. How We Use Your Information

We use the information we collect to:

  • Schedule and conduct retirement planning consultations
  • Send appointment confirmations and reminders
  • Provide educational content about retirement planning strategies
  • Follow up regarding your inquiry with NG Financial
  • Send SMS text messages if you have provided express written consent
  • Comply with applicable laws and regulations
  • Improve our website and service offerings

3. SMS / Text Message Data

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of information may be shared with third parties only as described in this Privacy Policy. Mobile opt-in data and consent to receive SMS messages will never be sold, transferred, or shared with any third party or affiliate for marketing, promotional, or any other purposes.

If you have consented to receive SMS messages from NG Financial, your mobile phone number and consent record will be stored securely and used solely to send you messages consistent with what you agreed to receive. You may opt out at any time by replying STOP.

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:

4.1 Service Providers

We may share your information with trusted third-party service providers who assist us in operating our website and delivering our services (e.g., CRM software, email service providers, SMS messaging platforms). These providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Professional Partners

With your knowledge and as part of our service delivery, we may share relevant financial information with our affiliated planning partners (such as AUM advisors or estate planning attorneys) to provide you with comprehensive retirement planning services. We will inform you before sharing your information with any such partner.

4.3 Legal Requirements

We may disclose your information if required by law, court order, or other legal process, or to protect the rights, property, or safety of NG Financial, our clients, or others.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of internet transmission or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

6. Data Retention

We retain your personal information for as long as necessary to provide our services, maintain accurate business records, and comply with our legal obligations. If you wish to request deletion of your information, please contact us using the information provided in Section 10.

7. Your Rights and Choices

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information (subject to legal retention requirements)
  • Opt out of SMS communications at any time by replying STOP
  • Opt out of email communications by following the unsubscribe link in any email

To exercise any of these rights, please contact us using the information in Section 10.

8. Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will promptly delete such information.

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies independently.

10. Contact Us

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

NG Financial
Duluth, GA
Email: info@ngfinancial.com
Phone: Available upon request

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. Your continued use of our Site following any changes constitutes your acceptance of the updated Privacy Policy.

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