Effective Date: 09/01/2025

1. Introduction

Unique Growth (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website uniquegrowth.org (the “Site”), our online forms, and any related services or communications.

By using our Site, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of our Site.

2. Information We Collect

We may collect the following categories of information:

• Personal Information: Name, email address, phone number, mailing address, date of birth, and other details you provide through forms or inquiries.

• Financial-Related Information: General information you voluntarily provide about your financial goals, income range, retirement needs, or insurance interests. We do not collect Social Security numbers, credit card numbers, or online banking credentials through our Site.

• Technical Information: Browser type, IP address, device identifiers, referring URLs, pages visited, and activity on our Site.

• Cookies & Tracking Data: Information collected through cookies, pixels, and similar technologies for analytics and marketing.

3. How We Use Your Information

We may use the information collected for purposes including:

• To provide financial literacy education, coaching, and related services.

• To respond to inquiries, manage communications, and deliver requested materials.

• To personalize your experience and tailor educational resources to your needs.

• To send marketing or promotional messages (you may opt out at any time).

• To analyze and improve our website, services, and outreach.

• To comply with legal and regulatory obligations, including the Gramm-Leach-Bliley Act (GLBA), which requires financial service providers to protect the security and confidentiality of consumer financial information.

• To protect our rights, users, and business operations.

4. How We Share Your Information

We will not sell or rent your personal information. We may share information under the following circumstances:

• Service Providers: With trusted third-party vendors (e.g., website hosting, CRM, analytics, email platforms) who process data on our behalf under confidentiality obligations.

• Licensed Partners & Affiliates: With licensed financial professionals or affiliates who may contact you if you request financial solutions or guidance.

• Legal Requirements: To comply with applicable law, regulation, legal process, or government request.

• Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to understand user behavior, improve our services, and deliver relevant marketing.

• You may disable cookies through your browser settings.

• We may use third-party advertising platforms (such as Google Ads or Meta Ads) to display tailored ads. These platforms may use cookies to measure ad performance and reach audiences.

6. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information, including:

• SSL encryption during data transmission

• Role-based access controls

• Secure servers and restricted data access

While we use strong safeguards, no method of transmission over the internet is 100% secure.

7. Data Retention

We retain personal information only as long as reasonably necessary to fulfill the purposes described in this policy, comply with legal/regulatory requirements, or resolve disputes.

8. Your Rights

As a U.S. resident, you may have rights under certain state privacy laws (such as California’s CCPA/CPRA, Virginia CDPA, or Colorado CPA), including the right to:

• Access, correct, or delete your personal information.

• Opt-out of marketing communications.

• Request disclosure of categories of information collected and shared.

• Limit the use of sensitive information where applicable.

To exercise these rights, contact us using the details below.

9. Children’s Privacy

Our Site and services are intended for adults. We do not knowingly collect personal information from individuals under 18. If we learn that we have collected data from a child under 13, we will delete it promptly.

10. Do Not Track & State-Specific Notices

• Our Site does not currently respond to “Do Not Track” browser signals.

• California residents may request details about how their personal information is shared and may exercise rights outlined under the CCPA/CPRA.

11. Data Breach Notification

In the event of a data breach that affects your personal information, we will notify you promptly and in accordance with applicable state and federal laws. Notifications will include the nature of the breach, the type of information involved, and steps you can take to protect yourself.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a new effective date. We encourage you to review it periodically.

13. Contact Us

If you have any questions or wish to exercise your privacy rights, please contact us at:

Unique Growth

7770 Cooper Road, Suite 6

Montgomery, Ohio 45242

clientservices@uniquegrowth.org

(513) 407-8139

(513) 282-3063

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