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Privacy Policy for Castle Financial Group

Effective Date: 01-01-2025

1. Introduction

Castle Financial Group ("we," "us," or "our") is deeply committed to protecting your privacy. This policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information Collection Practices

We may collect various types of information, including:

• Personal Identification Information: Name, email address, phone number, etc.
• Non-personal Identification Information: Browser type, internet service provider (ISP), referring/exit pages, etc. This data helps us tailor our services and communicate effectively with you.

3. Disclosure & Partnerships

• Broker Status: Jason Souza operates as an Independent Broker and Insurance Producer, and is not a FINRA-licensed fiduciary.
• Client Referrals: For wealth management or securities advice, clients are referred to our IAR partners, who are FINRA-registered fiduciaries.
• Partner Relationships: We collaborate with Annexus for innovative financial solutions, providing clients with top-tier products and services while maintaining our independent status.

4. Planning Approaches

Castle Financial Group adheres to the Best Interest Contract (BIC) and employs a ‘Know Your Customer’ approach. Customized planning solutions are facilitated through our proprietary nine-step process.

5. Insurance & Medicare Services

As an Independent Medicare Broker, Jason Souza is licensed to sell Blue Cross and United Health in specific states and assists clients with education and enrollments. Castle Financial Group remains unaffiliated with Medicare.

6. Third-Party Professional Services

We provide access to third-party professionals, including CPAs and estate attorneys, for holistic planning, long-term care strategies, and trust protection.

7. Security Measures

We employ industry-standard security measures to safeguard your data. Despite these efforts, we cannot guarantee complete security over the Internet.

8. User Rights

Users may request access to their data, corrections, or deletions by contacting us directly at info@castlefingrp.com

9. Changes to This Policy

Castle Financial Group reserves the right to update this Privacy Policy. All changes will be posted on our website with the revised effective date.