MOBILE MESSAGING PRIVACY & DATA SHARING
Opt-In Required: We collect phone numbers if users agree, but do not send text messages unless we have received explicit opt-in consent from users.
No Third-Party Sharing for Marketing: Opt-in data and consent will not be shared, sold, or rented with any third parties or affiliates for marketing or promotional purposes.
Data Usage: We do NOT send marketing messages via text message. We do not send group text messages. Information collected for mobile messaging (such as phone numbers and consent data) will only be used to send you appointment reminders and direct, personal messages. This information may be shared with our service providers solely to facilitate the delivery of these text messages to you.
OUR COMMITMENT TO YOUR PRIVACY
Action Plan Partners values your trust and is committed to protecting your nonpublic personal information. We collect and maintain personal information to provide financial planning. We do not sell your personal information to anyone for any reason.
CATEGORIES OF INFORMATION WE COLLECT
We may collect nonpublic personal information about you from the following sources:
From you: Name, address, Social Security Number, date of birth, employment history, assets, annual income, etc.
From others: Information from your tax return preparer, your estate planning attorney, or other professionals.
HOW WE SHARE YOUR INFORMATION
We only share your personal information with nonaffiliated third parties as permitted or required by law. This includes sharing data to service your account, process transactions, or provide account maintenance.
The chart below outlines our sharing practices and your right to limit them:
| Reasons We Can Share Your Personal Information | Do We Share? | Can You Limit This Sharing? |
|---|---|---|
| For our everyday business purposes – to produce financial plans, provide tax and other advice, or respond to court orders or regulators | Yes | No |
| For our marketing purposes – to offer our products and services to you | Yes | Can opt out |
| For joint marketing with other companies | No | We do not share |
| For any other firms to market to you | No | We do not share |
HOW WE PROTECT YOUR INFORMATION
To safeguard your personal information from unauthorized access, we maintain physical, electronic, and procedural security measures that comply with federal standards.
- We restrict access to your information to employees who need it to service your account.
- We employ firewalls, data encryption, and secure physical storage to protect physical and electronic records.
- We may destroy or permanently de-identify client records when data retention is no longer legally required.