Privacy Policy




Effective Date: October 1, 2025

Owner: Franklin, Sloan & Smyth Advisory Group LLC (“FSS,” “we,” “us,” or “our”)

Contact: hello@FranklinSloanSmyth.com • 888-54-SMYTH

Address: 700 South Central Expy, Suite 400, Allen, TX 75013


1) Overview


This Privacy Policy explains how we collect, use, share, and protect information when you visit our website, contact us, or engage with our services. By using our site or providing us information, you agree to this Policy.


2) Information We Collect


We may collect:


Personal Information

  • Name, phone number, and email address
  • Mailing address
  • Information shared through consultation or service intake forms


Service-Related Information

  • Insurance coverage interests
  • HR and compliance-related matters
  • General financial wellness objectives
  • (Only the information you choose to provide)


Technical Information


Collected automatically:

  • Device type and browser
  • IP address and location approximation
  • Pages visited and time spent


We do not intentionally collect data from individuals under age 18.


3) How We Use Information


We use information to:

  • Communicate with you
  • Provide advisory, insurance, and consulting services you request
  • Request insurance quotes from carriers (only when authorized by you)
  • Improve site performance and service offerings
  • Maintain business and regulatory records
  • Send service-related updates


We never sell personal data.


4) Information Disclosure


We may share information with:

  • Insurance carriers and underwriting partners (only with your consent)
  • Service vendors who support business operations (e.g., secure document portals, scheduling platforms, payment processors)
  • Legal or governmental authorities when required to comply with law


Vendors handling personal information are required to safeguard it.


5) Cookies & Website Analytics


We may use cookies or analytics tools for functionality and improvement. You may disable cookies in your browser settings; some features may be affected.


6) Data Security


We use commercially reasonable safeguards to protect your information. No method of storage or transmission, however, is completely secure.


7) Your Rights


You may request to:

  • Review personal information we maintain about you
  • Request corrections or updates
  • Request deletion where legally applicable
  • Opt-out of non-essential communication


Submit requests to: hello@FranklinSloanSmyth.com


8) Third-Party Websites


Our site may link to external websites. We are not responsible for their privacy practices or content. Review their policies before providing personal information.


9) No Automatic Advisory or Coverage Relationship


Submitting information does not:

  • Create a formal client relationship
  • Bind insurance coverage
  • Guarantee services or eligibility


Engagement must be confirmed in writing or by carrier approval.


10) Policy Updates


We may update this Privacy Policy periodically. The Effective Date above reflects the most recent version. Continued website use signifies acceptance of updates.


11) Contact Us


Franklin, Sloan & Smyth Advisory Group LLC

hello@FranklinSloanSmyth.com

888-54-SMYTH

700 South Central Expy, Suite 400

Allen, TX 75013