Privacy Policy

Paradigm Capital Group · Effective October 15, 2026

Paradigm Capital Group ("Paradigm," "we," "us") respects your privacy. This policy explains what information we collect when you visit our websites, request our retirement guide, book an appointment or communicate with us, and how we use and protect it.

1. Information we collect

Information you give us: your name, email address, phone number and any details you share when you fill out a form, book an appointment, reply to a message or speak with us.

Information collected automatically: basic technical data such as your IP address, browser type, device, pages visited and the date and time of your visit, collected through cookies and similar tools used by our website and scheduling providers.

2. How we use your information

  • To deliver the guide or other materials you request
  • To respond to your questions and schedule appointments
  • To send emails and text messages you have agreed to receive
  • To improve our website and educational content
  • To meet our legal, regulatory and record-keeping obligations

3. Text messaging (SMS)

If you check a consent box on our forms, you agree to receive text messages from Paradigm Capital Group at the number you provided. Consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help.

We do not sell, rent or share your mobile phone number or your text-messaging opt-in consent with third parties or affiliates for their marketing or promotional purposes. Mobile information is shared only with the service providers that help us deliver messages (such as our CRM platform and wireless carriers), and only for that purpose.

4. How we share information

We do not sell your personal information. We share it only:

  • With service providers that help us run our business, such as our CRM, email and text delivery, website hosting and scheduling tools. They may use your information only to provide services to us.
  • With insurance carriers, registered investment advisers or other professionals, only when you ask us to help you with a product or service that requires it.
  • When required by law, regulation, subpoena or a request from a regulator, or to protect our rights and the safety of others.
  • As part of a merger, sale or transfer of our business, subject to this policy.

5. Email

Every marketing email we send includes an unsubscribe link. You can also email us to stop receiving messages.

6. How we protect your information

Our website uses encrypted connections (HTTPS) and bot protection on its forms. Your information is stored with reputable service providers that use industry-standard security, and access is limited to people who need it to serve you. No method of transmission or storage is 100% secure, but we work to protect your information and will notify you if required by law in the event of a breach.

7. How long we keep information

We keep personal information for as long as needed for the purposes above, and as long as required by applicable insurance, financial-services and tax record-keeping rules.

8. Your choices and rights

You may ask us to tell you what information we have about you, correct it, delete it (subject to legal record-keeping requirements) or stop contacting you. Residents of some states have additional privacy rights under state law, and we will honor requests as those laws require. To make a request, contact us using the information below. We will not discriminate against you for exercising your rights.

9. Children

Our websites and services are intended for adults. We do not knowingly collect information from anyone under 18.

10. Links to other websites

Our content may link to government agencies and other websites. We are not responsible for their privacy practices, so please review their policies.

11. Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it was last changed.

12. Contact us

Paradigm Capital Group
28210 Paseo Dr, Suite 216, Wesley Chapel, FL 33543
727-278-3645 · [email protected]

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