Privacy Policy

Last updated: April 14, 2026

1. Information We Collect

Trinity Heritage Group (“we,” “us,” or “our”) collects information you voluntarily provide when you use our website, submit a consultation request, or communicate with us. This may include your name, email address, phone number, and any financial details you choose to share during the consultation process.

We also automatically collect certain technical information when you visit our website, including your IP address, browser type, device information, and browsing behavior through cookies and similar technologies.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and consultation requests
  • Provide personalized financial strategy recommendations
  • Improve our website and services
  • Send relevant communications with your consent
  • Comply with legal and regulatory obligations

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with trusted insurance carriers and financial institutions solely for the purpose of providing you with the services you have requested. We may also disclose information when required by law or to protect our rights.

4. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Cookies and Tracking

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You may adjust your browser settings to refuse cookies, though this may affect certain features of our website.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

7. Your Rights

You have the right to access, correct, or delete your personal information. You may also opt out of receiving marketing communications at any time. To exercise any of these rights, please contact us using the information provided below.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at: [email protected]