Effective Date: September 15, 2026
At The Segrust Group, we respect your privacy and are committed to protecting the personal information you provide when visiting our website, contacting us, or using our services. This Privacy Policy explains what information we may collect, how we may use it, how we protect it, and the choices available to you.
Information We Collect
We may collect information that you voluntarily provide when you contact us, submit a form, request information, schedule a consultation, or otherwise communicate with The Segrust Group.
This information may include your name, email address, telephone number, company information, and other information you choose to provide.
Information Collected Automatically
When you visit our website, certain information may be collected automatically through standard website technologies.
This may include your IP address, browser type, device information, pages visited, approximate geographic information, referring website, and information about how you interact with our website.
This information may help The Segrust Group understand website usage and improve the functionality and user experience of the site.
How We Use Your Information
The Segrust Group may use information collected through the website to respond to inquiries, provide requested information, communicate with you, schedule consultations, provide services, improve our website, and maintain website security.
We may also use information to understand general website activity and improve our communications, resources, and services.
Contact Forms and Inquiries
When you submit information through a contact form or inquiry form, the information you provide may be used to respond to your request.
Providing information through the website does not automatically establish a client or advisory relationship with The Segrust Group.
Please do not submit sensitive financial, account, password, Social Security, or other confidential information through a general website form unless specifically requested through an appropriate secure communication method.
Cookies and Similar Technologies
Our website may use cookies and similar technologies to improve functionality, remember preferences, understand website traffic, and enhance the user experience.
Cookies are small data files that may be stored on your device when you visit a website.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect some website functionality.
Analytics and Website Performance
The Segrust Group may use analytics and similar tools to understand how visitors use the website.
These tools may collect information such as pages visited, time spent on pages, general traffic sources, device information, and other usage information.
This information is generally used to analyze website performance and improve our online services.
Third-Party Services
Our website may use third-party services, platforms, plugins, analytics providers, embedded content, or other technologies.
These third parties may collect or process information according to their own privacy policies and terms.
The Segrust Group does not control the privacy practices of third-party websites or services. We encourage you to review the applicable privacy policies before providing information to third parties.
Links to Other Websites
Our website may contain links to websites operated by third parties.
These links may be provided for convenience or informational purposes. Once you leave our website, the privacy practices of the third-party website will apply.
The Segrust Group is not responsible for the privacy policies, security practices, or content of external websites.
How We Protect Your Information
The Segrust Group takes reasonable measures designed to protect information collected through our website from unauthorized access, misuse, alteration, disclosure, or destruction.
However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.
You should exercise caution when submitting personal or confidential information online.
How Long We Keep Information
We may retain personal information for as long as reasonably necessary to fulfill the purpose for which it was collected, maintain business records, provide services, comply with legal or regulatory obligations, resolve disputes, and enforce applicable agreements.
The length of time information is retained may vary depending on the nature of the information and the reason it was collected.
Sharing of Personal Information
The Segrust Group does not sell personal information simply because you visit or use this website.
We may share information with service providers, technology providers, professional advisers, or other parties when reasonably necessary to operate our website, provide requested services, communicate with you, maintain security, or comply with legal obligations.
Information may also be disclosed when required by law, regulation, legal process, or governmental request.
Financial and Sensitive Information
Because The Segrust Group provides retirement planning and financial-related services, you may choose to discuss financial circumstances, retirement goals, investment objectives, or other sensitive information with us.
We recommend that sensitive financial or personal information be communicated through appropriate secure channels rather than ordinary website forms or unsecured email whenever possible.
Communications
If you provide your contact information, The Segrust Group may use it to respond to your inquiry, provide requested information, communicate regarding services, or follow up on a request you have made.
Where required by applicable law, you may have the ability to opt out of certain communications.
Children’s Privacy
This website is intended for adults and businesses and is not directed toward children.
The Segrust Group does not knowingly seek to collect personal information from children through this website.
If you believe that a child has provided personal information through the website, please contact us so that the information can be addressed appropriately.
Your Privacy Choices
Depending on applicable law, you may have certain rights regarding your personal information, including the ability to request access to, correction of, or deletion of certain information.
You may also have rights concerning certain communications or the use of your personal information.
Requests will be reviewed and handled in accordance with applicable legal requirements.
Do Not Track Signals
Some web browsers provide a “Do Not Track” setting that can communicate a preference regarding online tracking.
Because there is not a universally accepted standard for responding to these signals, our website may not respond to all browser-based Do Not Track settings.
Changes to This Privacy Policy
The Segrust Group may update this Privacy Policy periodically to reflect changes in our services, website functionality, legal requirements, or privacy practices.
Any updates will be posted on this page with a revised effective date.
We encourage you to review this Privacy Policy periodically to remain informed about how information is handled.
Contact Us
If you have questions about this Privacy Policy or how The Segrust Group handles personal information, please contact us.
The Segrust Group
Email: info@thesegrustgroup.com
Phone: 847-468-0439