Privacy Policy

Privacy Policy

Effective Date: March 19, 2026

This Privacy Policy describes how Freedom Financial and Accurate Advisory Group, Inc. (“we,” “us,” or “our”) collect, use, share, and protect information obtained through smartmoneyannuity.com and related pages, forms, tools, and services that link to this Privacy Policy.

We respect your privacy and are committed to handling personal information responsibly and in accordance with applicable law.

1. Information We Collect

We may collect information you provide when you:

- complete a form

- request information or materials

- schedule an appointment

- register for an event or presentation

- subscribe to communications

- contact us by phone, email, or text

This information may include:

- name

- email address

- phone number

- postal address

- date of birth or age

- retirement-related information you choose to provide

- other information you choose to provide

We may also collect certain technical and usage information automatically, including:

- IP address

- browser type

- device type

- pages visited

- referring source

- clicks and form activity

2. How We Use Information

We may use information we collect to:

- respond to inquiries

- schedule appointments and events

- deliver requested materials

- communicate by email, phone, or text

- operate and improve the website

- measure advertising and marketing performance

- comply with legal and regulatory obligations

- protect against fraud or misuse

Submitting information through the website does not by itself create an advisory, insurance, legal, tax, or client relationship.

3. Cookies and Tracking Technologies

We may use cookies, pixels, tags, scripts, and similar technologies to operate the website, analyze traffic, improve functionality, and support advertising and marketing. We may use tools such as Google Analytics, Google Ads, Meta Pixel, and similar technologies for analytics, conversion tracking, ad measurement, remarketing, and related purposes. Third parties, including Google and Meta, may receive information collected through these technologies in accordance with their own policies and terms. You can control certain cookies through your browser settings and any consent tools made available on the website.

4. How We Share Information

We do not sell personal information for money. We may share information:

- with service providers and vendors that help operate the website or support communications, scheduling, analytics, or marketing

- with affiliated personnel and operations

- with professional or operational partners when reasonably necessary to respond to a request or provide services

- with advertising, analytics, and technology partners for measurement and website analytics

- when required or permitted by law, regulation, subpoena, examination, or legal process

- to protect rights, property, safety, systems, users, or the public

- in connection with a business transaction

5. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

6. Your Choices and Rights

Subject to applicable law, you may have the right to:

- request access to personal information we hold about you

- request correction of inaccurate information

- request deletion of personal information, subject to legal and recordkeeping obligations

- opt out of marketing emails

- request information about certain data-sharing practices

Depending on your state of residence, you may have additional rights under applicable law.

7. Communications

If you provide your contact information, we may contact you by email, phone, or text regarding your inquiry, appointments, requested information, requested services, and, where permitted by law, marketing communications. Consent to receive marketing text messages is not required as a condition of purchasing any goods or services. Message and data rates may apply.

8. Third-Party Links

The website may contain links to third-party sites or services. We are not responsible for their content, privacy practices, or terms.

9. Children’s Privacy

The website and services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18.

10. Data Retention

We may retain personal information as reasonably necessary for the purposes described in this Privacy Policy and to comply with legal, regulatory, and recordkeeping obligations.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and revise the Effective Date.

12. Contact Information

If you have questions about this Privacy Policy, please contact:

Freedom Financial / Accurate Advisory Group, Inc.

Email: [email protected]

Phone: (856) 656-1608

Address: 7010 Kaighns Ave, Pennsauken New Jersey 08109