Privacy Policy

Last updated 17 August 2026

This policy explains how Sagan Financial Group, Inc ("we", "us", "our") collects, uses, and protects information when you visit www.saganfg.com. It covers this website. The confidentiality of the tax, bookkeeping, and payroll records we hold for clients is governed separately by our professional obligations and your engagement letter.

Information we collect

When you use this website we may collect:

• Details you type into our contact form: your name, email address, phone number, the service you are asking about, and your message.
• Anything you send us through the chat window on the site.
• Standard technical information your browser sends, including IP address, browser type, and the pages you visit.
• Information from cookies and similar technology, described below.

We do not ask for Social Security numbers, bank details, or tax documents through this website. Please never send those by web form or email. We will give you a secure portal for anything sensitive.

Why we collect it

We use this information to:

• Reply to your enquiry and provide the services you ask about.
• Understand which parts of the site are useful so we can improve them.
• Send you material you have asked to receive. You can unsubscribe at any time.
• Meet our legal, regulatory, and professional record-keeping obligations.

How we protect it

We take the security of your information seriously and use appropriate technical and organisational measures to protect it. Access to client information is limited to team members who need it to do their work. No method of transmission over the internet is completely secure, so we encourage you to use the secure portal we provide rather than email for confidential documents.

Who we share it with

We do not sell, rent, or trade your personal information. We share it only:

• With service providers who help us operate the business, such as our practice management, email, and website hosting providers, who are bound to protect it.
• When the law requires it, or to establish or defend legal claims.

No mobile information is shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information is not shared with any third parties.

Cookies

Cookies are small files stored by your browser. We use them to keep the site working properly and to understand which pages visitors find useful. They do not give us access to your computer or any information beyond what you choose to share.

You can block or delete cookies in your browser settings. Most browsers explain how under Settings, Privacy. Blocking cookies may affect how parts of this site work.

Links to other sites

Our site links to other websites. Once you follow a link, this policy no longer applies and we are not responsible for how that site handles your information. We encourage you to read the privacy policy of any site you visit.

Your choices

You can ask us to:

• Tell you what personal information we hold about you.
• Correct anything that is wrong or out of date.
• Stop sending you marketing messages.
• Delete information we are not required to keep.

Email [email protected] or call 423-607-2426 and we will help. Some records must be retained for a set period under tax and professional rules, and we will explain if that applies.

Children

This site is intended for business owners and is not directed at children under 13. We do not knowingly collect information from children.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it was last revised. Please check back occasionally.

Contact us

Sagan Financial Group, Inc
8521 Hixson Pike Ste B, Hixson, TN 37343
423-607-2426
[email protected]