Information We Collect

When you visit lyonadvisorygroup.com or submit a form, we may collect your name, firm name, email address, and phone number. We do not collect sensitive personal or financial data.

How We Use Your Information

Information you provide is used solely to respond to your inquiry, deliver requested materials such as the Settlement Workflow Snapshot sample, and follow up regarding our advisory services. We do not sell or share your information with third parties for marketing purposes.

Communications

By submitting a form on this site, you consent to receive communications from Lyon Advisory Group related to our services. You may opt out at any time by replying STOP to any SMS or clicking unsubscribe in any email.

Third-Party Platforms

We use GoHighLevel to manage communications and contacts. Their privacy policy governs data processed through their platform.

Data Security

We take reasonable measures to protect the information you provide. However, no method of transmission over the internet is completely secure.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us directly.

Contact

Jeff Lyon

Lyon Advisory Group [email protected] (855) 664-2257

lyonadvisorygroup.com

Changes to This Policy

We may update this policy periodically. Continued use of our site constitutes acceptance of the updated policy.