Legal
Privacy Policy
Halcyon CFO
Effective Date: November 1, 2025
This Privacy Policy explains how Halcyon CFO (“Halcyon,” “we,” “us,” or “our”) collects, uses, and protects your personal information when you visit or use www.halcyoncfo.com (the “Site”).
By using this Site, you agree to the terms described in this Policy.
1. Information We Collect
We collect personal information that you voluntarily provide, including:
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Name
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Email address
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Phone number
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Business information shared through forms or conversations
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Any additional details you provide by email, survey, or messages
We may also collect limited technical data such as:
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IP address
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Browser type
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Pages visited
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Basic analytics from Google Analytics
This information helps us operate the Site and understand how visitors use it.
2. How We Use Your Information
We use the information we collect to:
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Provide the advisory services or resources you request
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Communicate with you regarding scheduling, updates, or relevant information
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Send business or educational content (only if you choose to receive it)
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Improve the Site’s design, performance, and usefulness
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Maintain the security and reliability of the Site
We do not sell your personal information.
3. Data Protection
We take reasonable measures to protect your personal information from unauthorized access, alteration, or loss. These measures include:
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Secure data storage
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Encryption through WordPress and SSL protocols
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Restricted access to personal information
However, no online system can guarantee absolute security.
4. Third-Party Services
We may share your information with trusted third-party providers who help us deliver our services, including:
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WordPress / Elementor (website platform)
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Google Workspace (email)
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Google Analytics (website analytics)
These third parties process data only as required to perform their services and are obligated to keep your information secure and confidential.
5. No Legal, Tax, or Investment Advice
Halcyon provides advisory guidance and support for business owners.
We do not provide legal, tax, or investment advice.
Any financial decisions you make remain your responsibility.
6. Your Rights
You have the right to:
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Access the personal information we hold about you
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Correct or update your information
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Request deletion of your information
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Opt out of emails or communication at any time
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Request a copy of the personal data we maintain
To exercise any of these rights, contact us at: bill@halcyoncfo.com
7. Changes to These Terms
We may update or revise this Privacy Policy from time to time.
Any changes will be posted on this page with an updated Effective Date.
We encourage you to review this Policy periodically.
8. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Halcyon CFO
Email: bill@halcyoncfo.com