Introduction
Welcome to Surefirefinancial.com (“we,” “us,” or “our”). We are committed to protecting the privacy of our users (“you” or “your”) and ensuring the security of the personal information you provide to us. This Privacy Policy outlines how we collect, use, and protect your information when you interact with our website.
Please read this Privacy Policy carefully to understand our practices regarding your personal information. By using our website, you consent to the terms and practices described herein.
Information We Collect
1. Personal Information
We collect the following types of personal information when you voluntarily provide it to us: Name, Email address, and Contact information.
2. Non-Personal Information
We may automatically collect certain non-personal information when you visit our website, including: Browser type and version, Operating system, Date and time of access, Pages visited, and IP address. We may also use cookies and similar technologies to collect data about your interaction with our website for the purposes of analyzing site performance and improving user experience.
3. Third-Party Platforms
We use LeadCenter.AI as our client relationship management (CRM) platform to store and manage contact information you submit through this website. We use Beehiiv to manage and deliver our newsletter, the Surefire Scoop. If you subscribe to our newsletter, your name and email address will be transmitted to and stored by Beehiiv in accordance with their privacy policy. We encourage you to review Beehiiv’s privacy policy at beehiiv.com.
How We Use Your Information
We use your personal information for the following purposes:
To respond to your inquiries and requests
To send you updates, newsletters, and promotional materials (only if you opt-in)
To improve and personalize your experience on our website
To analyze and monitor website usage
To comply with legal and regulatory requirements
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no data transmission over the internet can be guaranteed to be 100% secure. While we strive to protect your personal information, we cannot ensure or warrant the security of any information you transmit to us, and you do so at your own risk.
Sharing Your Information
We do not sell your personal information. We do not share your personal information with third parties, except in the following circumstances:
With service providers who assist in operating our website and business (including LeadCenter.AI and Beehiiv), under confidentiality obligations
With your explicit consent
When required by law or in response to a legal request
To protect our rights, privacy, safety, or property, or that of our users or others
In the event of a merger, acquisition, or sale of all or part of our assets (we will notify you via email and/or a prominent notice on our website)
Google Reviews
Posted Google ratings and reviews are based on the last 12 months and were not solicited by our office. Google uses a proprietary algorithm to average reviews together to determine an overall star rating. Google’s five-star rating is subjective and based on the client’s experience. Our firm does not provide any form of compensation to clients for sharing their review or rating. Reviews are not edited in any way.
Investment Advisory Disclosure
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal, or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure. Foundations reserves the right to accept or reject any prospective client. For more information, please visit https://adviserinfo.sec.gov and search by our firm name or CRD #175083.
Insurance-related services are offered through Lacey Thompson-Krul as an outside business activity and are separate from investment advisory services offered through Foundations. Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products overseen by state insurance regulators and not any investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company and are not guaranteed by any bank or the FDIC.
This website is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. If applicable, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Your Choices and Rights
You have the following choices and rights regarding your personal information:
Access: You can request access to the personal information we hold about you.
Correction: You can request corrections to any inaccuracies in your personal information.
Deletion: You can request the deletion of your personal information, subject to legal obligations.
Opt-Out: You can opt-out of receiving promotional communications from us by following the unsubscribe instructions provided in our emails or by contacting us directly.
To exercise any of these rights or for any privacy-related inquiries, please contact us at lacey@surefirefinancial.com.
Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be posted on this page and the “Last Updated” date at the top will be revised accordingly. We encourage you to review this Privacy Policy periodically.
Contact Us
Lacey Thompson-Krul
Surefire Financial
56 SW Albany Ave.
Stuart, FL 34994
772-267-7797
admin@surefirefinancial.com
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.