Privacy Policy

This website is operated by Independent Financial Group, LLC ("we", "us"), through Sam Baaklini, a broker-dealer registered representative (CRD #4941278). We provide retirement income planning, fixed and fixed indexed annuity education, and 401(k) and IRA rollover guidance to residents of California, Nevada, Arizona and Texas. This policy covers this website, our qualifying form and our appointment scheduling.

Privacy questions: Independent Financial Group, LLC, 32466 Crown Valley Parkway, Suite 207, Dana Point, CA 92629. Email sbaaklini@ifgrr.com or call 925-922-4646.

Information you give us: the answers you submit in our qualifying form (such as your name, email, phone number, age range, state, retirement timeline and approximate investable assets), and notes taken during your call.

Information collected automatically: IP address, browser and device type, pages viewed, referring page, and advertising click identifiers (such as fbclid, gclid and UTM parameters) and cookie identifiers.

Scheduling information: the date and time you book, and the name and email you confirm with our scheduler.

• To respond to you, confirm your appointment and hold your call.
• To understand whether our services are a good fit for your situation.
• To send educational material and reminders where you have consented.
• To measure and improve our advertising and this website.
• To meet legal, regulatory and record-keeping obligations that apply to financial professionals.

We share information only with service providers who process it on our behalf, including our form provider (Myra), our scheduling tool (Calendly), video meeting provider (Zoom), email and SMS providers, and advertising platforms (Meta and Google). We may also share information with our broker-dealer's compliance department, regulators, or when required by law.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising in exchange for money.

By submitting your phone number and agreeing on our form, you consent to receive calls and text messages from Independent Financial Group, LLC about your appointment and our services, including by automated means. Consent is not a condition of any purchase. Message frequency varies (typically up to 5 messages per booking). Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.

We use cookies and pixels, including the Meta Pixel, Google Ads tags and Google Analytics, to understand site use and measure ads.

You can opt out through Meta ad settings, Google Ads settings, the Google Analytics opt-out, optout.aboutads.info, or by blocking cookies in your browser.

Depending on where you live, including under the California Consumer Privacy Act (CCPA/CPRA) and, where applicable, the GDPR, you may have the right to know what personal information we hold, request a copy, ask us to correct or delete it, and opt out of targeted advertising. We will not discriminate against you for exercising these rights. To make a request, email sbaaklini@ifgrr.com or call 925-922-4646. We will verify your identity before responding, and some records may be kept where the law requires.

We keep information for as long as needed to serve you and to meet the record-keeping rules that apply to financial professionals, then delete or de-identify it. We use reasonable administrative, technical and physical safeguards, but no system is completely secure.

This website is intended for adults 18 and older living in the United States, specifically California, Nevada, Arizona and Texas. We do not knowingly collect information from anyone under 18.

We may update this policy from time to time. The effective date at the top shows when it last changed. Material changes will be posted on this page.