Effective Date: July 17, 2024
At Wise Choice Planning, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website (wischoiceplanning.com) or use our services.
- Information We Collect
We may collect personal information that you provide directly to us, including but not limited to:
- Name, email address, phone number, and mailing address
- Financial information relevant to our services
- Any other information you choose to provide
We also automatically collect certain information when you visit our website, including:
- IP address
- Browser type and version
- Operating system
- Pages visited and time spent on those pages
- Referring website addresses
- How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Communicate with you about our services, promotions, and events
- Respond to your inquiries and requests
- Analyze website usage and trends
- Comply with legal and regulatory requirements
- Third-Party Service Providers
We may share your information with third-party service providers to help us operate our business and website, or to administer activities on our behalf.
We will never share, trade, or otherwise sell your personal information such as Phone numbers and SMS consent to third parties under any circumstances.
These may include:
- HubSpot: For customer relationship management and marketing automation
- SMS service providers: For sending text message communications
- Email service providers: For sending email communications
- Analytics providers: To help us understand website usage and improve our services
- Payment processors: To process financial transactions
These third-party service providers have access to your personal information only to perform specific tasks on our behalf and are obligated not to disclose or use it for any other purpose.
- Cookie Policy
We use cookies and similar tracking technologies to collect information about your browsing activities on our website. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.
- Data Security
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
- Your Rights
Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete your data. To exercise these rights, please contact us using the information provided below.
- Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Effective Date” at the top.
- Contact Us
If you have any questions about this Privacy Policy, please contact us at:
- Consent
By using our website and services, you consent to our Privacy Policy and agree to its terms.