Privacy Policy

Growth Financial Advisors LLC (GFA) and its associates are committed to protecting your privacy and safeguarding your personal and financial information.

Your relationship with us is built on trust, and maintaining that trust is our highest priority. We collect personal information only as needed to open accounts, provide financial education, or deliver personalized strategies and services. We do not sell, rent, or disclose your personal information to outside parties for marketing purposes.

We may share limited information with independent affiliates or service providers only when necessary to process transactions, provide client services, or fulfill regulatory or legal obligations. These entities are contractually required to maintain confidentiality and may use your information solely for the purpose of providing the agreed-upon service.

Our Privacy Commitment

  • We collect only the information necessary to serve you, such as data provided through consultations, forms, or financial planning documents.

  • We do not disclose information about you (or former clients) to any third party, except as required or permitted by law.

  • We maintain strict physical, electronic, and procedural safeguards to protect the confidentiality of your information.

If you have any questions about this policy, you may contact us at: growth@growthfinancialadvisor.com

Why We Collect Information

Federal law requires financial service providers to explain how they collect, share, and protect client information. Understanding this helps you make informed choices about your privacy.

What We Collect

The information we collect depends on the products or services you request. This may include:

  • Social Security Number and Date of Birth

  • Employment, Income, and Financial Data

  • Investment Experience and Risk Tolerance

  • Retirement and Account Information

  • Beneficiary and Contact Details

When you are no longer a client, we continue to safeguard your information as described in this policy.

How We Share Information

All financial companies must share limited client information to perform essential business functions. At Growth Financial Advisors LLC, we share only what is necessary.

We may share your information solely for our everyday business purposes, such as processing transactions, maintaining your account, or responding to legal requests. This sharing is required to deliver the services you request and cannot be limited.

We do not share information for marketing, joint marketing, or affiliate promotional purposes. We also do not sell, rent, or trade your personal information.

Your data remains protected at all times under strict confidentiality standards and applicable federal and state privacy laws.

How We Protect Your Information

We use multiple security measures, including encryption, secure storage, limited employee access, and protected facilities, to safeguard your personal data from unauthorized access or misuse.

How We Collect Information

We may collect your personal information when you:

  • Open an account or request a consultation

  • Seek financial, insurance, or retirement planning guidance

  • Provide information for service delivery

  • Make deposits, withdrawals, or transactions through authorized affiliates

Why You Can’t Limit Certain Sharing

Federal law gives you the right to limit certain types of information sharing. You may limit:

  • Affiliate marketing using your personal information

  • Sharing with non-affiliated third parties for marketing

Growth Financial Advisors LLC does not currently engage in any such sharing or marketing.

Definitions

Affiliates — Companies related by common ownership or control.
Non-Affiliates — Companies not related by common ownership or control.
Joint Marketing — An agreement between non-affiliated financial companies to jointly market financial products or services.

Policy Updates

This Privacy Policy may be updated periodically. Any material changes will be posted on our website.