Privacy Policy

Date displayed: October 11, 2026

This Privacy Policy describes information collected through charterfingroup.com and how that information may be used and shared. “We,” “us,” and “our” refer to Charter Financial Group in connection with this website.

1. Scope of This Policy

This policy covers website visits and inquiries. Financial advisory, insurance, and other client services may be subject to separate agreements and privacy notices from the entity providing those services. This website policy does not replace any financial privacy notice required for your client relationship. Contact us to request the notice applicable to your services.

2. Information You Provide

When you contact us or submit a form, we receive the information you choose to provide, such as your name, email address, telephone number, and message.

Please do not send Social Security numbers, account numbers, passwords, medical records, or other sensitive information through general website forms or ordinary email. Contact us to discuss an appropriate way to provide sensitive documents.

3. Website and Technical Information

Our website, hosting services, and embedded providers may process technical information such as your IP address, browser and device information, pages requested, referral information, and access times. Cookies and similar technologies may support website functionality, preferences, security, and embedded content.

4. How Information May Be Used

• To respond to inquiries and coordinate requested consultations.
• To communicate about services you have asked about.
• To operate, maintain, troubleshoot, and protect the website.
• To maintain records and meet applicable legal and regulatory obligations.

5. Service Providers and Disclosures

Information may be processed by providers supporting website hosting, forms, email, communications, and technical maintenance, as needed for those functions.

Information may also be disclosed when required by law, in response to lawful requests, to protect rights or security, or at your direction. Sharing related to a client account or financial product is addressed in the applicable client privacy notice.

6. Cookies, Videos, and Maps

This website includes third-party features such as Vimeo videos and Google Maps. When these features load or are used, their providers may receive technical information and use cookies or similar technologies under their own policies. See Vimeo’s Privacy Policy and Google’s Privacy Policy.

You can manage cookies through your browser and, where available, the website’s cookie settings. Blocking cookies may affect some features. Cookie settings do not necessarily remove previously stored cookies; your browser may offer separate deletion controls.

7. Retention and Security

Retention needs depend on the nature of the information, the purpose of the communication, and applicable recordkeeping requirements. Some information may need to be retained after a request for deletion. No website, email system, or method of electronic storage can be guaranteed completely secure.

8. Your Choices and Requests

You may contact us to ask about personal information you have provided, request a correction or deletion, or stop optional marketing communications. If an email includes an unsubscribe option, you may use it.

We may need to verify your identity before responding. Rights and available exceptions depend on applicable law and the information involved; required service or regulatory communications may continue.

9. Children’s Privacy

This website is intended for adults seeking financial information and services, rather than children under 13. If you believe a child has provided personal information through this website, please contact us so the matter can be reviewed.

10. External Websites and Policy Changes

External websites operate under their own privacy policies. We may revise this policy to reflect changes to the website or applicable requirements. Material changes will be communicated as required by law. The automatically displayed date is today’s date, not a policy revision date.