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Genesis Financial Management  Privacy and Security Statement

Genesis Financial Management  values and respects the privacy of its clients and visitors. The purpose of this Privacy and Security Statement is to provide you with information about how GFM collects, uses, and shares the information we collect from our clients and to provide you with the information about how GFM collects, uses, and shares the information we collect from our customers and visitors. It also describes the choices you can make about our use of your information. Our collection efforts are designed to improve the  experience of our clients and to provide clients relevant information about our products and services.      

About This Policy

This Privacy and Security Statement describes the privacy practices of Genesis Financial Management and its, affiliates, brands.  It applies to our interactions with our clients and visitors, including, but not limited to:

·       Use of our websites, including mobile websites

·       Attendance at one of our events

·       Use of our applications for mobile phones, tablets or other smart devices

·       Phone and email communications

·       Social media interactions on our websites and other third party websites like Facebook, YouTube and Twitter

·       Viewing our online advertisements or emails

Information We Collect

Contact Information

We may collect the names and user names of our customers and other visitors. Additionally, we may collect your enrollment  history, billing and shipping addresses, phone numbers, email addresses, and other digital contact information. We may also collect information that you provide us about others. 

Payment information

When you subscribe to a service or make a purchase we collect your payment information, including information from your credit or debit card, check, PayPal account or gift card.

Refund Information  

On occasion there may instances where a refund for services not rendered or provided may be necessary.  In these cases, Genesis Financial Management will, in good faith, make necessary and reasonable refunds for services paid for but not received accordingly to each individual agreement for a particular product or service.

Demographic Information

We may collect information about products or services you like, reviews you submit, or where you shop.  We might also collect information like your age or gender.      

Location Information

If you use our mobile websites or applications, we may collect location data obtained from your mobile device's GPS. If you use our websites, we may collect location data obtained from your IP address.  We use this location data to find driving directions to our office or local events.


Other Information

If you use our websites, we may collect information about the browser you are using.  We might track the pages you visit, look at what website you came from, or what website you visit when you leave us.  We collect this information using the tracking tools set forth and approved internet search partners such as Google, Bing, and Yahoo.


Sharing Information


Genesis Financial Management may share  information collected with approved partners and affiliates in order to deliver the best possible experience to our clients for products or extended services not offered by GFM.  In such cases, prior communication with clients will be made directly by GFM and data will only be shared after verbal consent of clients as it relates to a specific product or service where express interest has been obtained.Type your paragraph here.