Privacy Policy

Privacy Policy
Last Updated: [July 31, 2026]

1. Introduction

Welcome to Madison Financial, LLC (“we,” “our,” or “us”). We are committed to protecting your privacy and safeguarding your personal and financial information.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website https://www.madisonfinancialllc.com, including when you create an account or use our financial planning services.

 

IF YOU DO NOT AGREE WITH ANY PART OF THIS PRIVACY POLICY OR OUR TERMS OF SERVICE, PLEASE DO NOT USE ANY OF THE SERVICES.

2. Information We Collect

Personal Information

We may collect personal information you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Account login credentials

  • Financial information you provide for planning purposes

Automatically Collected Information

When you use our website, we may automatically collect:

  • IP address

  • Browser type and device information

  • Pages visited and usage data

  • Cookies and tracking technologies

3. How We Use Your Information

We use your information to:

  • Provide financial planning services

  • Create and manage your account

  • Communicate with you regarding your account or services

  • Improve our website and services

  • Monitor and analyze usage trends

  • Comply with legal and regulatory requirements

4. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience and analyze website traffic.

We use Google Analytics, which may collect information about your use of the website. You can learn more about how Google uses data here: https://policies.google.com/privacy

You can control cookies through your browser settings.

5. Sharing Your Information

We do not sell your personal information.

We may share your information:

  • With service providers that help operate our website (e.g., analytics providers)

  • To comply with legal obligations, regulations, or court orders

  • To protect our rights, users, or prevent fraud

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information, especially sensitive financial data.

However, no system is completely secure, and we cannot guarantee absolute security.

7. Client Confidentiality and Fiduciary Commitment

Madison Financial, LLC understands the sensitive nature of the financial information you provide. We are committed to maintaining the confidentiality of your personal and financial data.

We do not disclose client information to third parties except:

  • As necessary to provide financial planning services

  • As required by law, regulation, or legal process

  • With your explicit consent

Where applicable, we act in a fiduciary capacity, meaning we strive to act in your best interest and handle your information with the highest standard of care, integrity, and professionalism.

8. Your Privacy Rights

U.S. & Colorado Residents

Depending on your state of residence, including Colorado, you may have rights to:

  • Access your personal data

  • Correct inaccuracies

  • Request deletion of your data

  • Opt out of certain data processing

To exercise these rights, contact us at the email below.

9. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, and resolve disputes.

10. Children’s Privacy

Our services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.

13. Contact Us

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

Madison Financial
Website: https://www.madisonfinancialllc.com
Email: Jackiegallagher@financialguide.com
Business Address: 5445 DTC Pkwy, Suite 240, Greenwood Village, CO 80111