Privacy Policy

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Privacy Policy

Solutions First Financial Group — Scottsdale Main Office
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260
Phone: (602) 753-4244
Effective as of:

This Privacy Policy explains how Solutions First Financial Group (“we,” “us,” or “our”) collects, uses, and protects information when you visit our website or otherwise interact with us online.

This notice is intended for general informational purposes. It does not replace any privacy notices you may receive in connection with specific financial products or services.

1. Information We May Collect

We may collect the following types of information:

  • Personal information you provide – such as your name, email address, phone number, mailing address, and any details you send through contact forms, event registrations, or other requests.
  • Account or appointment information – details related to inquiries about meetings, events, or services you request from us.
  • Technical and usage data – such as IP address, browser type, device information, pages viewed, and the dates/times of your visits.
  • Cookie and tracking information – to help us understand how visitors use our site and to improve functionality.

2. How We Use Your Information

We may use the information we collect to:

  • Respond to your inquiries and provide the services or information you request.
  • Schedule and confirm appointments, workshops, or consultations.
  • Operate, maintain, and improve our website and user experience.
  • Send you educational content, updates, or invitations (where permitted by law).
  • Comply with legal and regulatory obligations, including those related to financial services.

3. Cookies and Similar Technologies

Our website may use cookies and similar technologies to recognize your browser, remember your preferences, and understand how visitors use the site. You may be able to control cookies through your browser settings, but disabling them may impact certain features.

4. How We Share Information

We do not sell your personal information. We may share information:

  • With service providers who assist in operating our website, scheduling tools, or email communications, subject to appropriate safeguards.
  • With affiliated or partner firms when reasonably necessary to respond to your request or deliver services, in accordance with applicable agreements and regulations.
  • When required or permitted by law, such as in response to regulatory requests, court orders, or to protect our rights, property, or safety.

5. Data Security

We use reasonable physical, technical, and administrative measures designed to protect the information we collect. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Third-Party Links

Our website may link to third-party websites or resources. We do not control and are not responsible for the content, privacy practices, or security of these external sites. We encourage you to review their policies before providing any personal information.

7. Your Choices

You may choose not to provide certain information, though that may limit your ability to access some site features or receive certain services. If you receive promotional emails from us and no longer wish to receive them, you can follow the unsubscribe instructions in those messages or contact us directly.

8. Children’s Privacy

Our website is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13 online.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make changes, we will revise the date shown above. Your continued use of the website after any changes are posted indicates your acceptance of those changes.

10. How to Contact Us

If you have questions about this Privacy Policy or how we handle personal information, please contact:

Solutions First Financial Group
9375 E. Shea Blvd, Suite 100
Scottsdale, AZ 85260
Phone: (602) 753-4244