Privacy Policy
Last updated: 7/14/2025
1. Introduction
Welcome to Dennis Financial Group (“we,” “our,” “us,” or “the Site”). We are committed to protecting your privacy and maintaining the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you interact with this website or submit information through our digital forms or services.
By using this website and submitting your information, you consent to the practices described in this policy.
2. Information We Collect
2.1 Personal Information
Name
Email address
Phone number
ZIP code or mailing address (if applicable)
Financial consultation preferences
2.2 Website & Form Data
IP address
Browser type and version
Device type and operating system
Pages visited and referring website
Date and time of access
2.3 Cookies
We may use cookies and similar technologies to enhance your experience, understand usage, and improve our services. You can modify your browser settings to control or disable cookies.
3. How We Use Your Information
3.1 Service Delivery
To schedule consultations, respond to inquiries, and provide the financial services you request.
3.2 Communication
To confirm appointments, send reminders, and follow up on services. With your consent, we may also send occasional promotional messages via email or SMS.
3.3 Marketing & Retargeting
To offer personalized content, promotions, and financial insights based on your engagement with our website and forms.
3.4 Analytics
To analyze how users interact with our site and improve functionality, user experience, and offerings.
3.5 Legal Compliance
To comply with applicable laws, regulations, or legal processes.
4. Sharing Your Information
We do not sell or rent your personal data.
4.1 Service Providers
We may share data with trusted third-party platforms that assist us in delivering services (e.g., appointment systems, email/SMS tools, analytics).
4.2 Legal Requirements
We may disclose information when required by law, such as for subpoenas or legal investigations.
4.3 Business Transfers
Should there be a merger, acquisition, or sale, your data may be transferred as part of business assets.
Note: Text messaging opt-in data and consent are not shared with any third parties, except platforms necessary to deliver text message services. No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Information may be shared with subcontractors only for support functions such as appointment confirmations or client assistance.
5. Data Security
We use industry-standard security protocols to protect your personal data, including:
Secure encryption of sensitive form submissions
Access controls on private data
Routine security checks on all integrated tools
Please note that while we strive for security, no method of internet transmission is 100% secure.
6. Your Rights
You have the right to:
Access the personal data we hold
Request corrections to inaccurate information
Request deletion of your data (when not legally prohibited)
Opt out of promotional communications
To exercise your rights, please contact us at: info@dennisfinancialgroup.com
7. Changes to This Privacy Policy
We may update this Privacy Policy occasionally. Updates will be posted on this page with the revised date. We encourage you to review it periodically.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:
Dennis Financial Group
401 E Sonterra Blvd Ste 375
San Antonio, Texas 78258
📞 210-468-0318 📧 info@dennisfinancialgroup.com
Great financial advice begins with trust.
We are an independent financial consulting and services firm helping individuals create retirement strategies using a variety of investment and insurance products to Whole-istically ™ suit their retirement needs and objectives.
Investment advisory services provided by Faith Investor Services, Inc., an SEC registered investment adviser.
This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.
All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
Dennis Financial Group, it’s subsidiaries, and Faith Investor Services, Inc. and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Dennis Financial Group or Faith Investor Services, its agents, or representatives is stated or implied.