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Roderick L. Green, Managing Partner
Licensed and appointed in over 25 states

Privacy Policy

At Avani Financial Services, LLC (“we,” “our,” or “us”), your privacy is very important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website or interact with our services.

1. Information We Collect

We may collect personal information that you provide voluntarily, including:

  • Name, email address, phone number

  • Date of birth or Medicare eligibility information

  • Appointment preferences (date/time)

  • Any other information you provide through forms, surveys, or communications

We may also collect non-personal information automatically, such as:

  • IP address, browser type, device information

  • Pages visited and time spent on our site

2. How We Use Your Information

Your information is used for:

  • Scheduling and confirming appointments

  • Providing information about Medicare plans and retirement services

  • Responding to inquiries and customer support

  • Improving our website and services

  • Compliance with legal obligations

3. Sharing Your Information

We do not sell or rent your personal information. We may share your information with:

  • Trusted third-party service providers for email, analytics, or website hosting

  • Government or regulatory authorities when required by law

  • Insurance carriers for plan enrollment purposes

4. Cookies & Tracking

We use cookies and similar technologies to improve user experience, track website performance, and analyze traffic. You can choose to disable cookies in your browser settings.

5. Data Security

We implement appropriate physical, technical, and administrative safeguards to protect your personal information from unauthorized access, disclosure, or misuse.

6. Your Rights

Depending on your location, you may have the right to:

  • Access, update, or delete your personal information

  • Restrict or object to processing of your data

  • Opt-out of marketing communications

7. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updated versions will be posted on this page with the effective date.

9. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:
Avani Financial Services, LLC
Phone: 615-397-2946
Email: info@avanifinancial.com