Privacy Policy
This Privacy Policy explains how the Synergy family of companies (“Synergy,” “we,” “us,” or “our”) collects, uses, shares, and protects your personal information when you visit our websites, engage with our services, or communicate with us.
1. Information We Collect
We may collect the following categories of information:
A. Information You Provide Directly
Name, email address, phone number, mailing address
Financial information used for advisory, tax, or insurance services
Documents you upload or transmit to us (e.g., statements, tax returns, forms)
Information submitted through contact forms, scheduling tools, or online applications
B. Information Collected Automatically
When you visit our website(s), we may automatically collect:
IP address and device information
Browser type, operating system, and referring URLs
Pages viewed, time spent, and website interactions
Cookies, pixels, and tracking technologies for analytics and optimization
C. Information Received From Third Parties
We may receive information from:
Custodians, insurance carriers, and financial partners
Referral partners
Public databases
Marketing platforms or analytics providers
2. How We Use Your Information
We use collected information to:
Provide financial, tax, consulting, and insurance services
Respond to inquiries and schedule appointments
Prepare recommendations, plans, and analysis
Process applications, forms, and authorizations
Comply with regulatory, legal, and auditing requirements
Improve our website experience and marketing effectiveness
Send educational content, service updates, and communications (you may opt out anytime)
3. How We Share Your Information
We do not sell your personal information—ever.
We may share information only with:
Service providers (custodians, insurance carriers, software systems)
Professional partners (CPAs, attorneys, or advisors you authorize)
Regulators or auditors as legally required
Technology vendors providing secure hosting, CRM, email, scheduling, or analytics tools
All third parties are required to maintain confidentiality and follow industry-standard data protection practices.
4. Data Security
We use administrative, technical, and physical safeguards to protect your information, including:
Encrypted data transmission
Secure client portals for document exchange
Access controls and authentication requirements
Ongoing monitoring of systems and tools
Despite safeguards, no method of transmission is 100% secure. We work continuously to keep your information protected.
5. Your Choices
You may:
Request access to, or correction of, your information
Opt out of marketing communications
Request deletion of non-regulatorily-required data
Limit information you provide through website forms
Some information may be retained to comply with federal and state regulations governing financial and tax services.
6. Cookies & Tracking
We use cookies, pixels, and analytics tools (e.g., Google Analytics) to:
Improve website performance
Understand visitor behavior
Personalize content and user experience
You may disable cookies through your browser settings; however, some website features may not function properly.
7. Third-Party Links
Our website may contain links to third-party sites.
We are not responsible for the privacy practices of those sites. Users should review their policies separately.
8. Children's Privacy
Synergy’s services are not directed to children under 13, and we do not knowingly collect information from children.
9. Changes to This Policy
We may update this Privacy Policy from time to time.
Revisions will be posted with an updated “Last Updated” date at the top of this page.
10. Contact Us
If you have questions or want to exercise your privacy rights, contact us:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
