Privacy Policy

At TRG Financial, we are committed to protecting your privacy and ensuring the confidentiality of the personal information you share with us. This privacy policy outlines how we collect, use, disclose, and safeguard your data when you visit our website or engage in services through our platform.

By using our website, you consent to the practices described in this privacy policy.

1. Information We Collect

We collect the following types of personal information when you interact with our website:

  • Personal Identification Information: Name, email address, phone number, mailing address, and other contact information you voluntarily provide.

  • Financial Information: Details such as income, investments, and financial goals that you provide when using our advisory services.

  • Technical Data: IP address, browser type, operating system, browsing behavior, and other information collected through cookies and analytics tools.

2. How We Use Your Information

We may use the information we collect for the following purposes:

  • To provide financial advisory services tailored to your needs.

  • To communicate with you about your accounts, services, and updates.

  • To process transactions and provide customer support.

  • To analyze website performance and improve user experience.

  • To comply with legal, regulatory, and industry requirements.

3. How We Protect Your Information

We take your privacy seriously and implement reasonable physical, electronic, and managerial measures to safeguard your personal data. These measures include:

  • Encryption of sensitive data during transmission.

  • Secure storage of financial and personal information.

  • Regular audits and updates to ensure the security of our systems.

4. Sharing of Information

We do not sell, rent, or lease your personal data to third parties. However, we may share your information with trusted partners under the following circumstances:

  • Service Providers: Third-party vendors who help us operate the firm and service client accounts, including our qualified custodian, client relationship management software, financial planning software, and electronic communications and archiving services. These providers receive only the information necessary to perform their services. We do not share your personal information with third parties for their own marketing purposes.

  • Legal Obligations: If required by law, we may disclose your information to comply with court orders, legal processes, or other government requests.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. Cookies help us analyze website traffic, personalize content, and remember your preferences. You can control cookies through your browser settings.

6. Your Rights

You have the right to:

  • Access: Request a copy of the personal data we hold about you.

  • Correction: Request corrections to any inaccurate or incomplete personal data.

  • Deletion: Request the deletion of your personal data, subject to legal and contractual obligations.

  • Opt-out: You may opt-out of marketing communications at any time by following the unsubscribe instructions in our emails.

To exercise any of these rights, please contact us using the details below.

7. Data Retention

We will retain your personal data for as long as necessary to fulfill the purposes outlined in this policy, including for legal, accounting, or reporting obligations.

8. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before sharing any personal information.

9. Children's Privacy

This website is not directed to children, and we do not knowingly collect personal information from children through it. In the course of providing college funding planning, we may collect limited information about a client’s dependent children — such as age and education savings account details — which the client provides to us directly. That information is handled in accordance with our Privacy Notice.

10. Changes to This Privacy Policy

We may update this privacy policy from time to time. Any changes will be posted on this page, and the updated policy will reflect the “Effective Date” at the top. We encourage you to review this policy periodically to stay informed about how we are protecting your data.

11. Contact Us

If you have questions about this privacy policy or how we handle your personal information, contact us at 405-651-7373, rollinsbreion@trg-financial.com, or TRG Financial, 2016 Main Street, Suite 107, Houston, Texas 77002.

For information about how TRG collects, shares, and protects client financial information under federal privacy law, please see our Privacy Notice.


Effective: July 2026