Paramount Success Group, LLC

PSG Client Suite Privacy Policy

Effective Date: January 1, 2026

At Paramount Success Group, LLC (“PSG,” “we,” “our,” or “us”), we believe that Goodness Wins™ — in leadership, in business, and in how information is handled. Protecting your privacy and respecting the trust you place in us are core to how we operate.

This Privacy Policy explains how we collect, use, store, and protect information when you engage with our consulting services and access our secure client portal.

1. Information We Collect

We collect information necessary to deliver thoughtful, strategic consulting and coaching services while maintaining transparency and respect for your business.

a. Personal & Contact Information

  • Name

  • Email address

  • Phone number

  • Job title

  • Company name

  • Billing and payment information

b. Business & Operational Information

  • Financial data (pricing, budgets, reports, KPIs)

  • Operational documents, SOPs, policies, and procedures

  • Uploaded files, shared folders, and resources

  • Questionnaire responses, assessments, and worksheets

  • Coaching notes, action plans, and communications

c. Technical & Portal Information

  • Secure login credentials (encrypted)

  • IP address and device/browser information

  • Portal usage activity (for security, auditing, and performance purposes)

2. How We Use Your Information

PSG uses collected information responsibly and in good faith to:

  • Deliver consulting, coaching, and advisory services

  • Customize tools, resources, and recommendations aligned with your business goals

  • Communicate clearly and professionally regarding your account and services

  • Process invoices and payments

  • Maintain portal security and operational integrity

  • Improve service quality, training programs, and client experience

  • Comply with legal, regulatory, and contractual obligations

Our philosophy is simple: use information only in ways that serve the client relationship and support positive business outcomes.

3. Data Storage & Security

  • Client data is securely stored within the Client Suite, which utilizes industry-standard encryption and security safeguards.

  • Access to client information is limited to authorized PSG team members who require it to perform services.

  • We implement administrative, technical, and operational controls designed to protect the confidentiality and integrity of data.

  • PSG does not sell, rent, or trade client information.

We treat client data with the same care and discretion we expect for our own business.

4. Sharing of Information

Information may be shared only:

  • With trusted third-party service providers required to deliver services

  • When legally required by law, regulation, or court order

  • To protect the rights, safety, or property of PSG, our clients, or others

Paramount Success Group does not sell personal data and does not engage in targeted advertising using client information.

All third parties are required to uphold confidentiality and appropriate data protection standards.

5. Client Responsibilities

By using the PSG client portal, you agree to:

  • Keep login credentials secure and confidential

  • Notify PSG immediately of any suspected unauthorized access

  • Upload only information you have the legal right to share

  • Use the portal in a manner consistent with lawful, ethical business practices

6. Data Retention

PSG retains client information only as long as necessary to:

  • Fulfill service agreements

  • Provide ongoing or follow-up services

  • Comply with legal, financial, or regulatory requirements

When services conclude, information is handled thoughtfully and in accordance with applicable laws and internal policies.

7. Your Rights

You may request to:

  • Access your personal information

  • Correct inaccurate or outdated information

  • Request deletion of data, subject to legal or contractual requirements

Requests should be submitted in writing using the contact information below.

8. Cookies & Tracking

The client portal may use cookies or similar technologies to support portal functionality, security, and user experience. These tools are used to enhance reliability and protection — not for intrusive marketing purposes.

9. Data Security Incidents

In the event of a data security breach involving personal information, Paramount Success Group will notify affected parties in accordance with applicable state and federal laws.

10. Policy Updates

This Privacy Policy may be updated periodically to reflect operational, legal, or service-related changes. Updates will be posted in the client portal with a revised effective date. Continued use of the portal constitutes acceptance of the updated policy.

12. Contact Information

Paramount Success Group, LLC
Email: lori@paramountsuccessgroup.com

59 Pomona Avenue

Milford, CT 06460

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