Lionel Group Strategies ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal and financial information.
This Privacy Policy explains how we collect, use, store, share, and protect information when you use our website, client portal, consultations, forms, and related services.
By accessing our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We may collect information directly from you, automatically through our systems, or from authorized third-party services.
Personal Information
This may include:
- full name
- phone number
- email address
- mailing address
- date of birth
- identification information
- financial goals
- uploaded documents
- account credentials
- communication history
Financial & Credit Information
Depending on the services used, we may collect:
- credit-related information
- credit report data
- account balances
- payment history information
- creditor information
- dispute-related information
- financial documentation
Technical Information
We may automatically collect:
- IP address
- browser type
- device information
- operating system
- portal activity
- login timestamps
- usage analytics
- cookies and session data
2. How We Use Information
Lionel Group Strategies uses collected information to:
- provide requested services
- conduct consultations and audits
- manage client accounts
- process onboarding
- facilitate scheduling
- provide client portal functionality
- communicate updates and notifications
- process billing and payments
- improve platform functionality
- monitor operational performance
- detect fraud or unauthorized access
- comply with legal obligations
- deliver educational resources
We may also use aggregated, anonymized data for operational analysis and service improvement.
3. Client Portal & Platform Data
Our platform may allow clients to:
- upload documents
- track service progress
- communicate with support
- access scheduling systems
- view billing information
- receive educational content
- manage account settings
Activity within the portal may be logged for:
- security
- operational support
- troubleshooting
- compliance
- service improvement
4. Cookies & Tracking Technologies
Our website and portal may use:
- cookies
- session storage
- analytics tools
- tracking technologies
- authentication tokens
These technologies help:
- maintain login sessions
- improve website performance
- understand visitor behavior
- enhance user experience
- improve security
Users may adjust browser settings to limit cookies; however, some platform features may not function properly.
5. Communication Consent
By using our services, you consent to receiving communications through:
- SMS/text messaging
- phone calls
- automated notifications
- portal messages
Communications may include:
- appointment reminders
- onboarding instructions
- account updates
- billing notices
- educational content
- customer support responses
- service-related notifications
Message and data rates may apply.
Users may opt out of marketing communications at any time.
6. Payment Information
Payments are processed through secure third-party payment providers.
Lionel Group Strategies does not directly store complete payment card information on its own servers.
Billing providers may collect and process:
- payment card information
- billing addresses
- transaction history
- subscription details
Use of payment systems may also be governed by the payment provider's own privacy policies and terms.
7. Third-Party Services & Integrations
Our systems may integrate with third-party services including but not limited to:
- payment processors
- scheduling platforms
- cloud hosting providers
- messaging systems
- analytics platforms
- document services
- customer support systems
- automation platforms
- credit-related software providers
These providers may process information necessary to perform their services.
Lionel Group Strategies is not responsible for the privacy practices of third-party platforms.
8. Information Sharing
Lionel Group Strategies does not sell personal information.
We may share information only when necessary:
- to provide requested services
- with authorized service providers
- for payment processing
- for operational support
- to comply with legal obligations
- to protect rights, safety, or security
- with client authorization
Information may also be disclosed if required by law, subpoena, court order, or regulatory request.
9. Data Security
Lionel Group Strategies uses reasonable administrative, technical, and organizational safeguards designed to protect client information.
Security measures may include:
- encrypted connections
- access controls
- authentication systems
- role-based permissions
- secure hosting infrastructure
- monitoring systems
- audit logs
Despite reasonable safeguards, no online system can guarantee absolute security.
Clients are responsible for protecting their login credentials and notifying us of unauthorized account activity.
10. Data Retention
We retain information only as long as reasonably necessary for:
- operational purposes
- legal compliance
- dispute resolution
- recordkeeping
- contractual obligations
Retention periods may vary depending on the type of information and applicable legal requirements.
11. Client Rights
Depending on applicable law, users may have rights to:
- request access to their information
- request corrections
- request deletion
- request data portability
- withdraw consent for certain communications
- request account closure
Requests may be subject to:
- identity verification
- legal obligations
- operational requirements
- recordkeeping obligations
12. Children's Privacy
Lionel Group Strategies does not knowingly collect information from individuals under the age of 18.
Our services are intended only for adults legally capable of entering agreements.
13. International Users
Our services are intended primarily for users located within the United States.
Users accessing services from outside the United States understand that their information may be processed and stored in the United States.
14. Data Breach & Security Incidents
In the event of a known security incident affecting sensitive information, Lionel Group Strategies may:
- investigate the incident
- secure affected systems
- notify affected parties when legally required
- cooperate with applicable authorities
15. AI, Automation & System Processing
Lionel Group Strategies may use:
- automation systems
- workflow tools
- analytics systems
- AI-assisted operational tools
- automated notifications
These systems may process information for:
- operational efficiency
- workflow management
- client communications
- service delivery
- document organization
- support assistance
Automated systems are used to support operations and do not replace professional judgment.
16. Third-Party Analytics
We may use analytics tools to understand:
- website traffic
- portal usage
- performance issues
- conversion behavior
- operational metrics
These tools may collect anonymized or aggregated usage information.
17. External Links
Our website or portal may contain links to third-party websites or services.
Lionel Group Strategies is not responsible for the privacy practices, content, or security of external websites.
Users should review the policies of any external services they access.
18. Policy Updates
Lionel Group Strategies reserves the right to update or modify this Privacy Policy at any time.
Updated versions will be posted with a revised effective date.
Continued use of services after changes constitutes acceptance of the updated policy.
19. Contact Information
Lionel Group Strategies
36 Russ Street, 3rd Floor Hartford CT 06106
Business mailing address only. Lionel Group Strategies does not accept in-person visits at this location.
Website: lionelgroupstrategies.com
Privacy requests and data concerns: privacy@lionelgroupstrategies.com
General questions: hello@lionelgroupstrategies.com
Phone: (203) 856-8005