How Goal Based Financial handles information submitted through this website and related services.
Last updated: October 2026
This Privacy Policy explains how Goal Based Financial may collect, use, retain and protect information provided through this website, forms, consultations and related communications.
Information may include your name, email address, telephone number, mailing address, service preferences, messages, application details and other information you voluntarily submit. Technical information such as browser type, device information, approximate location, pages viewed and website interactions may also be collected through standard web technologies.
We may use information to respond to inquiries, schedule consultations, evaluate service requests, communicate about requested services, maintain records, improve the website, prevent misuse, and meet legal, regulatory or contractual obligations.
We do not sell personal information as a business practice. Information may be shared with service providers, technology vendors, professional advisers, lenders, insurers or other partners when reasonably necessary to provide a requested service, process an application, maintain systems, or satisfy legal obligations.
The website may use cookies, analytics tools or similar technologies to remember preferences, understand site performance and improve user experience. You can control cookies through your browser settings, although some functionality may be affected.
We use reasonable administrative, technical and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure or destruction. No internet transmission or storage system can be guaranteed to be completely secure.
If you subscribe to communications, you may unsubscribe using the instructions provided in the message or by contacting us. Transactional or service-related communications may still be sent when necessary.
Depending on where you live and applicable law, you may have rights concerning access, correction, deletion, restriction or portability of certain personal information. Requests can be submitted using the contact information below.
This website is not intended for children under 13, and we do not knowingly request personal information from children.
We may update this policy from time to time. The updated version will be posted on this page with a revised effective date.
Goal Based Financial
103 Lestin Rd, Slidell, Louisiana 70460, USA
Phone: (985) 201-7688
Email: info@goalbasedfinancial.info