Privacy Policy
Chavez Group Financial
Effective Date: October 13, 2026
Chavez Group Financial respects your privacy and is committed to handling your personal information responsibly. This Privacy Policy explains how we collect, use, and protect information provided through our website, online forms, and communications.
1. Information We Collect
When you contact us or request a Medicare review or insurance consultation, we may collect information you voluntarily provide, including:
Name
Telephone number
Email address
Insurance or Medicare-related interests
Other information you choose to include in your inquiry
Our website and third-party service providers may also process technical information, such as browser information, IP addresses, and cookies.
2. How We Use Your Information
We use the information you provide to:
Respond to your inquiries and requests
Contact you regarding Medicare, insurance, or retirement-related services you have requested
Schedule consultations and provide customer service
Maintain appropriate business records
Meet applicable legal and regulatory obligations
Submitting a form does not automatically enroll you in any insurance or Medicare plan.
3. Online Forms and Service Providers
We currently use Jotform to collect and manage online inquiries. Information submitted through our forms is processed and stored using Jotform's services.
We may also use website hosting, email, and other service providers to operate our business. These providers may process information as necessary to deliver their services.
For information about Jotform's privacy practices, visit https://www.jotform.com/privacy/.
4. Information Sharing
We do not sell personal information collected through our inquiry forms.
We may disclose information to service providers supporting our operations, when required by law, or with your authorization when necessary to assist with an insurance or Medicare-related request.
5. Communications and Consent
When you request contact through our website or forms, we may respond using the contact information you provide, consistent with your selections and applicable laws.
Submitting an inquiry does not constitute unlimited consent to receive marketing calls, text messages, or emails. Where additional permission is legally required, we will seek that permission separately.
You may ask us to stop nonessential communications by contacting us using the information below.
6. Data Security and Retention
We take reasonable steps to protect personal information from unauthorized access, use, or disclosure. However, no internet-based system can guarantee absolute security.
We retain information as reasonably necessary for business purposes and applicable legal or regulatory requirements, and dispose of information when it is no longer required.
Please do not submit Social Security numbers, Medicare identification numbers, detailed medical records, or other highly sensitive information through a general inquiry form unless we specifically provide an appropriate secure method for doing so.
7. Third-Party Websites
Our website may contain links to third-party websites or services. Their privacy practices are governed by their respective policies.
8. Your Privacy Choices
You may contact us to request access to, correction of, or deletion of personal information we maintain, subject to applicable legal and recordkeeping requirements.
9. Changes to This Policy
We may update this Privacy Policy to reflect changes in our services, technology, or legal obligations. Updates will be posted on this page with a revised effective date.
10. Contact Us
Chavez Group Financial
Andrew Chavez
Phone: 505-720-0434
Email: AndrewC@chavezgroupfinancial.com
Website: https://chavezgroupfinancial.com