Privacy Policy

Last Updated: [9/16/2025]

TDR Financial Group respects your privacy. This Privacy Policy explains how we collect, use, and safeguard your information.

1. Information We Collect

• Personal details you provide (name, email, phone, etc.)

• Service interest information (estate planning, insurance, credit, etc.)

• Technical data (cookies, IP address, browser type)

2. How We Use Information

• To provide and improve our services

• To schedule consultations and respond to inquiries

• For compliance and legal purposes

• For analytics and marketing (only with your consent where required)

3. Sharing of Information

We do not sell your information. We may share data with trusted partners (such as scheduling, compliance, or legal service providers) under confidentiality agreements.

4. Cookies and Tracking

We use cookies to improve your browsing experience and analyze site traffic. See our Cookie Notice below for details.

5. Data Security

We use technical and administrative measures to protect your information. However, no system is 100% secure.

6. Your Rights

You may request access, correction, or deletion of your personal data by contacting us at bigtex@tdrfinancialgrp.com.

7. Accessibility and Special Requests

We are committed to providing accessible privacy disclosures. Contact us if you require information in an alternative format.