Privacy Policy

1. Overview

Lozen Advisory LLC provides advisory services, executive briefings, research-based analysis, and related resources. This Privacy Policy applies to information collected through lozenadvisory.com, related website forms, email communications, scheduling workflows, payment workflows, and other intake or inquiry channels connected to Lozen Advisory services.

By using this website or submitting information to Lozen Advisory, you acknowledge that you have read this Privacy Policy.

2. Information We Collect

We may collect information you provide directly, including your name, email address, phone number, organization, title, company size, inquiry details, scheduling information, payment-related information, and any other information you choose to submit through a form, intake process, email, or other communication.

We may also collect limited technical information automatically when you visit the website, including browser type, device information, pages visited, referring pages, approximate location derived from technical signals, and other analytics or usage information.

3. Sensitive Information

Lozen Advisory does not require visitors to submit health details, medical records, diagnoses, employment records, legal claims, protected status information, or other sensitive personal information through public website forms.

Do not submit sensitive information through public forms unless Lozen Advisory specifically requests that information through an appropriate intake process. Submission of information through this website does not create a medical, legal, fiduciary, therapeutic, or employment advisory relationship.

4. How We Use Information

Lozen Advisory may use collected information to respond to inquiries, evaluate briefing requests, schedule advisory sessions, provide services, process payments, send service-related communications, maintain records, improve website performance, understand audience interest, protect the website and business, and comply with legal or operational obligations.

We may also use aggregated or de-identified information to understand website performance, content engagement, service interest, and general business trends. Aggregated or de-identified information is not intended to identify a specific individual.

5. Cookies and Analytics

The website may use cookies, analytics tools, hosting logs, security tools, or similar technologies to operate the site, measure traffic, understand how visitors interact with content, diagnose technical issues, and improve performance.

You may be able to limit cookies through your browser settings. Blocking cookies may affect how some website features operate.

6. Payment, Scheduling, and Third-Party Tools

Lozen Advisory may use third-party service providers for website hosting, email delivery, analytics, scheduling, payment processing, form management, file storage, customer communication, security, and other operational functions.

These providers may process information only as necessary to perform services for Lozen Advisory or as otherwise described in their own privacy terms. Payment information is generally processed by payment providers and is not stored directly by Lozen Advisory unless otherwise stated in a specific transaction workflow.

7. How We Share Information

Lozen Advisory does not sell personal information. We may share information with service providers who support business operations, with professional advisors when necessary, in connection with a business transaction, to comply with applicable law, to protect rights and security, or with your consent.

We may disclose information if required by law, regulation, legal process, subpoena, court order, or government request, or when we believe disclosure is necessary to protect the rights, safety, or security of Lozen Advisory, website users, clients, or others.

8. Data Retention

We retain information for as long as reasonably necessary to provide services, respond to inquiries, maintain business records, comply with legal obligations, resolve disputes, enforce agreements, and support legitimate business purposes.

Retention periods may vary depending on the type of information, the nature of the relationship, operational requirements, and applicable legal or accounting obligations.

9. Security

Lozen Advisory uses reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.

No website, email transmission, storage system, or internet-based service can be guaranteed to be completely secure. You submit information at your own risk.

10. Your Choices

You may contact Lozen Advisory to request access, correction, or deletion of personal information you have provided, subject to applicable law, identity verification, business record obligations, and legal retention requirements.

You may also unsubscribe from non-transactional email communications by using the unsubscribe mechanism provided in the message, when available, or by contacting Lozen Advisory directly.

11. Children’s Privacy

This website and Lozen Advisory services are intended for adults and professional audiences. We do not knowingly collect personal information from children under the age of 13. If you believe a child has provided personal information through this website, contact us so we can review and delete the information where appropriate.

12. External Links

This website may link to third-party websites, platforms, articles, tools, payment processors, scheduling systems, or resources. Lozen Advisory is not responsible for the privacy practices, policies, or content of third-party websites or services.

13. Updates to This Policy

Lozen Advisory may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date. Continued use of the website after an updated policy is posted means you acknowledge the updated policy.