top of page

Privacy Statement

Privacy Policy for Freeman Synergy Strategies

Effective Date: January 2025

1. Information We Collect We collect information that you voluntarily provide to us when you register for services, express an interest in obtaining information about us or our products and services, when you participate in activities on the website, or otherwise contact us. The personal information we collect depends on the context of your interactions with us and the Services, and may include:

  • Contact Data: Name, email address, phone number, and mailing address.

  • Financial Data: General information related to your financial goals and status (as disclosed by you for planning purposes). Note: We do not store specific account numbers or sensitive payment details unless necessary for a transactional service, which will be processed securely via a third-party payment processor.

2. How We Use Your Information We use personal information collected via our website and services for a variety of business purposes, including:

  • To provide, operate, and maintain our services (Financial Planning, Faith Guidance, Fitness Coaching).

  • To send you marketing and promotional communications (if you subscribe to the newsletter).

  • To respond to your inquiries and offer customer support.

  • To protect our services and prevent fraud (security purposes).

3. Sharing Your Personal Information We do not sell or rent your personal information to third parties. We may share information with trusted third-party vendors, consultants, and service providers who perform services for us or on our behalf, but only as necessary to provide our services to you.

4. Data Security We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure.

5. Contact Us If you have questions or comments about this policy, you may contact us at:

Connect With Us Today

555 Business Center Drive, Suite 101, Horsham, PA 19044

  • Facebook
  • Instagram
  • LinkedIn

Freeman Synergy Strategies and its representatives are not registered with the Securities and Exchange Commission (SEC) or any state regulatory authority as investment advisors. We do not provide specific, individualized investment advice or recommend the purchase or sale of any specific security or investment product.

The financial planning and strategies discussed are for general guidance and educational purposes only. They are not a substitute for professional legal, tax, or specific financial advice. Clients should consult with their own legal counsel, tax professionals, and/or a registered financial advisor before implementing any financial strategies.

© 2025 by Freeman Synergy Strategies

bottom of page