Privacy Policy
Last Updated: September 14, 2026
East Coast Financial Center of Florida (“we,” “us,” or “our”) provides retirement planning, life insurance, annuity education, financial reviews, appointment scheduling, lead intake, and related financial-service communications. This policy explains how we handle information collected through eastcoastfinancialCFL.com and related business interactions.
Information we collect
We may collect your name, email address, telephone number, ZIP code, appointment details, and information you voluntarily provide about income, retirement income goals, assets, expenses, savings, insurance, and retirement planning. We also may collect website and form submission data and, where applicable, basic device, browser, IP address, cookie, and analytics information. Please do not enter Social Security numbers, account passwords, or full financial account numbers in our website forms.
Sources of information
Information may come from website forms; Facebook / Meta Instant Forms and advertisements; appointment booking forms; the Protection Analyzer or similar financial-planning tools; and direct email or telephone communications. Meta and other third-party platforms also handle information under their own privacy policies.
How we use information
We use information to respond to requests; provide requested retirement or financial reviews; schedule and manage meetings; prepare requested analyses and reports; communicate about the requested service; maintain customer and prospect records; improve website and service operation; and comply with legal or regulatory requirements.
Service providers and disclosures
Service providers may process information on our behalf to operate our business or provide requested services. These may include CRM providers such as GoHighLevel; email and scheduling/calendar providers; Google Drive / Google Workspace; OpenAI or other AI-processing services when used to generate a requested analysis; and hosting, analytics, and automation providers. Service providers are used only to operate or provide requested business services and are not authorized to use personal information for their own independent marketing.
We do not sell personal information. We do not share personal information with third parties for their independent marketing purposes. Information may be disclosed when legally required or when necessary to protect legal rights.
Your submission and choices
No financial transaction, insurance purchase, investment, or advisory relationship is created merely by submitting a website or Facebook form. Submitting information does not obligate you to purchase any product or service. You may choose not to provide optional information, although missing information can limit the analysis we can prepare.
Access / Correction / Deletion Requests
You may request access to, correction of, or deletion of your information by emailing michael@ecfofcf.com. Describe your request and provide enough information for us to locate your record. We may need to verify your identity before fulfilling a request. Requests will be handled subject to applicable legal, regulatory, recordkeeping, and compliance requirements; some information may need to be retained. You may also contact us to update communication preferences.
Cookies and analytics
Where applicable, cookies and similar technologies support website functionality, form security, preferences, and measurement of website use. You can manage cookies through your browser settings. Blocking cookies may affect certain features. Third-party services embedded in or linked from our website may use their own cookies and analytics under their own policies.
Data security
We use administrative and technical measures designed to protect personal information and limit access to people and service providers who need it for business purposes. No method of internet transmission or electronic storage is completely secure.
Data retention
We retain information as reasonably needed for the purposes described in this policy, including responding to requests, providing services, maintaining records, resolving disputes, and satisfying applicable legal, regulatory, and compliance obligations. Retention periods depend on the type of information and the purpose for which it is held.
Children’s privacy
Our services are intended for adults. We do not knowingly collect personal information from children under 18 through these services. If you believe a child has provided information, contact us so we can review and address it.
Changes to this Privacy Policy
We may update this policy as our services or requirements change. Updates will appear on this page with a revised “Last Updated” date.
Contact information
East Coast Financial Center of Florida
Website: eastcoastfinancialCFL.com
Email: michael@ecfofcf.com