Privacy Policy

At Imagine Financial Group (“we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information, and the limited ways we may share it—particularly as required to provide our financial services.

This policy also applies to our affiliated entities, including:

• Imagine Financial Group, LLC

• Imagine.Law

• Imagine Real Estate, LLC

• Imagine Advisors

 

1. Information We Collect

We may collect non-public personal information from you including:

• Full name, mailing address, email address, and phone number

• Social Security number or tax identification number

• Date of birth, driver’s license or other government ID

• Financial account numbers, transaction history, and balances

• Employment status, income, and net worth

• Investment preferences, goals, and risk tolerance

We collect this information through applications, forms, and ongoing interactions related to the financial products and services you request.

 

2. How We Use Your Information

We use your personal information to:

• Establish and service accounts

• Provide financial, legal, real estate, and advisory services

• Process transactions

• Communicate with you about your services

• Meet legal, regulatory, or compliance obligations

 

3. Information We Share

We do not sell or share your personal information with third parties for marketing purposes.

We may share your information with third parties only as necessary to service your account or fulfill legal obligations. These third parties may include:

• Product providers (insurance companies, broker-dealers, custodians, investment platforms)

• Government agencies or regulatory bodies

• Third-party service providers under confidentiality obligations

We may also share information with our affiliated entities listed above to better serve your needs, in accordance with applicable law.

 

4. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure.

 

5. Your Rights Under California Law

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

Your Rights Include:

• Right to Know: You may request to know what categories of personal information we have collected, used, or disclosed in the past 12 months.

• Right to Access: You may request a copy of the personal information we maintain about you.

• Right to Delete: You may request deletion of personal information we have collected (subject to certain legal exceptions).

• Right to Correct: You may request correction of inaccurate personal data.

• Right to Limit Use of Sensitive Personal Information (where applicable).

• Right to Opt-Out of the Sale or Sharing of Personal Information: We do not sell or share your information for marketing, so this does not apply to our business practices.

How to Submit a Request:

To exercise any of the rights above, please email us at info@imagine.biz with the subject line "California Privacy Request." We will verify your identity before fulfilling your request and respond within 45 days, or as permitted by law.

We will not discriminate against you for exercising any of your CCPA/CPRA rights.

 

6. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The updated version will be posted to our website with a revised “Effective Date.” Your continued use of our services constitutes your acceptance of any changes.

 

7. Contact Us

For questions, requests, or concerns about this policy, please contact:

Imagine Financial Group
8020 W Sahara Ave, Suite 160
Las Vegas, NV 89117
Email: info@imagine.biz