Information
Privacy Policy
Information handling for this public informational website and direct contact links.
Contacting PGW
PGW Financial LLC provides this informational website. Contact links open your email application or telephone dialer. The website has no prospect contact or workshop-registration submission form and does not save website lead or registration records. If you email or call, your communication is handled separately through those channels. Please do not send Social Security numbers, account passwords or sensitive account details in an initial email.
Retirement planner
Planner entries remain in your open browser page; they are not automatically saved, put in the URL or sent to PGW by this website. Refreshing or closing the page clears the entries. PDF and spreadsheet downloads are generated locally and contain the figures you enter. Clearing the planner does not delete previously downloaded files.
Website operation
Hosting services process technical request information to deliver pages and maintain their infrastructure. This release does not activate an analytics provider, advertising pixels, marketing email or SMS, a CRM connection, or staff sign-in. Fonts and media are bundled with the website. External links and your email or telephone provider have their own privacy practices.
Storage and retention
The website does not operate a prospect database. A retention and deletion schedule for separately received inquiries has not yet been finalized. This notice does not promise automatic deletion, a fixed retention period or deletion of records subject to applicable legal or investment-adviser recordkeeping requirements. Hosting-provider log and backup retention have not been independently verified.
Privacy questions
For privacy questions or to request access, correction or deletion of information you have provided separately, contact thartle@pgwfinancial.com or call (727) 692-5866. Requests require appropriate assessment and may require proportionate identity verification. Do not send sensitive identifiers to verify your identity unless a suitable method has been arranged. No particular outcome or response deadline is promised by this notice.