Effective Date: March 4, 2026

Iron Compass Advisors Group (“Iron Compass,” “we,” “our,” or “us”) is committed to protecting the privacy and security of the personal information you provide when using our website or engaging with our services.

1. Information We Collect

We may collect personal information that you voluntarily provide through forms, consultations, or communications with our firm. This may include:

• Name
• Email address
• Phone number
• Mailing address
• Insurance or financial planning information you choose to share
• Other information necessary to evaluate your needs

We may also collect limited technical information automatically when you visit our website, including:

• IP address
• Browser type and device information
• Pages visited and interaction data
• Referring websites

This information helps us improve the functionality and user experience of our website.

2. How We Use Your Information

The information you provide may be used to:

• Respond to inquiries or consultation requests
• Evaluate your insurance or financial planning needs
• Connect you with licensed insurance agents, financial advisors, or other professionals
• Provide educational resources and general guidance
• Improve our website and services
• Send updates or communications if you opt in

We do not sell personal information to third parties.

3. Referral Relationships

Iron Compass Advisors Group may introduce clients to independent licensed professionals, including:

• insurance agents
• registered investment advisors
• financial planners
• tax professionals
• legal professionals

These professionals operate independently and are responsible for the services they provide.

In certain circumstances, Iron Compass Advisors Group may receive a referral fee or marketing compensation where permitted by law.

4. Information Sharing

We may share your information only when necessary to:

• facilitate introductions to licensed financial professionals
• respond to regulatory or legal obligations
• operate our website and services through trusted vendors

All third parties receiving such information are expected to protect your privacy.

5. Third-Party Services

Our website may use trusted third-party platforms for:

• website hosting
• analytics services
• marketing automation
• client relationship management systems

These providers may collect limited technical data necessary for the operation of their services.

6. Cookies and Tracking

Our website may use cookies or similar technologies to:

• analyze website traffic
• improve website functionality
• support marketing and advertising efforts

You may disable cookies through your browser settings.

7. Data Security

We use commercially reasonable safeguards designed to protect your personal information.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

8. Your Rights

You may request to:

• access personal information we maintain about you
• correct inaccurate information
• request deletion of your personal information where permitted by law

Requests may be submitted using the contact information below.

9. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Any updates will be posted on this page with a revised effective date.

Contact Information

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

Iron Compass Advisors Group
Website: www.ironcompassag.com
Email: [email protected]