This privacy policy will explain how our organization uses the personal data we collect from you when you use our website.

Topics:

  • What data do we collect?
  • How do we collect your data?
  • How will we use your data?
  • How do we store your data?
  • Marketing
  • What are your data protection rights?
  • What are cookies?
  • How do we use cookies?
  • What types of cookies do we use?
  • How to manage your cookies
  • Privacy policies of other websites
  • Changes to our privacy policy
  • How to contact us
  • How to contact the appropriate authorities

What data do we collect?

Wealth Planning and Design, LLC collects the following data:

  • Data provided when filling out a form. The data collected depends on the form.

How do we collect your data?

You directly provide Wealth Planning and Design, LLC with most of the data we collect. We collect data and process data when you:

  • Complete and submit a form
  • Use or view our website via your browser’s cookies

How will we use your data?

Wealth Planning and Design, LLC collects your data so that we can:

  • Data submitted as part of a form is used internally, usually to contact you once you have submitted a form.

How do we store your data?

Wealth Planning and Design, LLC will keep your voluntarily provided data indefinitely or until such time as you request that it be removed.

Marketing

Wealth Planning and Design, LLC does not and will not disclose any of your data to a third party, for marketing or any other purposes.

What are your data protection rights?

Wealth Planning and Design, LLC would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

The right to access – You have the right to request Wealth Planning and Design, LLC for copies of your personal data. We may charge you a small fee for this service.

The right to rectification – You have the right to request that Wealth Planning and Design, LLC correct any information you believe is inaccurate. You also have the right to request Wealth Planning and Design, LLC to complete the information you believe is incomplete.

The right to erasure – You have the right to request that Wealth Planning and Design, LLC erase your personal data, under certain conditions.

The right to restrict processing – You have the right to request that Wealth Planning and Design, LLC restrict the processing of your personal data, under certain conditions.

The right to object to processing – You have the right to object to Wealth Planning and Design, LLC’s processing of your personal data, under certain conditions.

The right to data portability – You have the right to request that Wealth Planning and Design, LLC transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us at our email: info@wealthplanninganddesign.com

Cookies

Cookies are text files placed on your computer to collect standard Internet log information and visitor behavior information. When you visit our websites, we may collect information from you automatically through cookies or similar technology

For further information, visit allaboutcookies.org.

How do we use cookies?

Wealth Planning and Design, LLC uses cookies in a range of ways to improve your experience on our website, including:

  • Understanding how you use our website

What types of cookies do we use?

There are a number of different types of cookies, however, our website uses:

  • Functionality – Wealth Planning and Design, LLC uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

How to manage cookies

You can set your browser not to accept cookies, and the above website tells you how to remove cookies from your browser. However, in a few cases, some of our website features may not function as a result.

Privacy policies of other websites

The Wealth Planning and Design, LLC website may contain links to other websites. Our privacy policy applies only to our website, so if you click on a link to another website, you should read their privacy policy.

Changes to our privacy policy

Wealth Planning and Design, LLC keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on 6 April 2020.

How to contact us

If you have any questions about Wealth Planning and Design, LLC’s privacy policy, the data we hold on you, or you would like to exercise one of your data protection rights, please do not hesitate to contact us.

Email us at: info@wealthplanninganddesign.com

How to contact the appropriate authority

Should you wish to report a complaint or if you feel that Wealth Planning and Design, LLC has not addressed your concern in a satisfactory manner, you may contact your local authorities to act on your behalf. This varies depending on your country of residence.

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