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home | Privacy Policy
 

Privacy Policy

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Wealth Planning Professionals, an InKnowVision, LLC takes your privacy seriously. Please read the following to learn more about our privacy policy.

This policy covers how Wealth Planning Professionals, an InKnowVision, LLC treats personal information that Wealth Planning Professionals, an InKnowVision, LLC collects and receives, including information related to your past use Wealth Planning Professionals, an InKnowVision, LLC products and services. Personal information is information about you that is personally identifiable like your name, address, email address, or phone number, and that is not otherwise publicly available. This policy does not apply to the practices of companies that Wealth Planning Professionals, an InKnowVision, LLC does not own or control, or to people that Wealth Planning Professionals, an InKnowVision, LLC does not employ or manage.

Wealth Planning Professionals, an InKnowVision, LLC collects personal information when you add your email address to our mailing list or when you purchase products or register for a program. In the future, we may also collect this information when you visit Wealth Planning Professionals, an InKnowVision, LLC pages or the pages of certain Wealth Planning Professionals, an InKnowVision, LLC partners.

Wealth Planning Professionals, an InKnowVision, LLC may combine information about you that we have with information we obtain from business partners or other companies. When you register we may ask for information such as your name, email address, birth date, gender, zip code, occupation, industry, and personal interests.

For some financial products and services we may also ask for credit card information, your address, Social Security number, and other information. Once you register or purchase from us, you are not anonymous to us.

Wealth Planning Professionals, an InKnowVision, LLC collects information about your transactions with us and with some of our business partners, including information about your use of financial products and services that we offer. Wealth Planning Professionals, an InKnowVision, LLC may automatically receive and record information on our server logs from your browser, including your IP address, cookie information, and the page you request.

Wealth Planning Professionals, an InKnowVision, LLC uses information for the following general purposes: to customize the advertising and content you see, fulfill your requests for products and services, improve our services, contact you, conduct research, and provide anonymous reporting for internal and external clients

Wealth Planning Professionals, an InKnowVision, LLC does not rent, sell, or share personal information about you with other people or nonaffiliated companies except to provide products or services you've requested, when we have your permission, or under the following circumstances: We may provide the information to trusted partners or those with whom we have strategic relationships. These companies may use your personal information to help Wealth Planning Professionals, an InKnowVision, LLC communicate with you about offers from Wealth Planning Professionals, an InKnowVision, LLC and our marketing partners. However, these companies do not have any independent right to share this information. We respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights or defend against legal claims; We believe it is necessary to share information in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of Wealth Planning Professionals, an InKnowVision, LLC's terms of use, or as otherwise required by law. We transfer information about you if Wealth Planning Professionals, an InKnowVision, LLC is acquired by or merged with another company. In this event, Wealth Planning Professionals, an InKnowVision, LLC will notify you before information about you is transferred and becomes subject to a different privacy policy.

Wealth Planning Professionals, an InKnowVision, LLC may in the future display targeted advertisements based on personal information. Advertisers (including ad serving companies) may assume that people who interact with, view, or click on targeted ads meet the targeting criteria - for example, women ages 18-24 from a particular geographic area. Wealth Planning Professionals, an InKnowVision, LLC does not provide any personal information to the advertiser when you interact with or view a targeted ad. However, by interacting with or viewing an ad you are consenting to the possibility that the advertiser will make the assumption that you meet the targeting criteria used to display the ad. Wealth Planning Professionals, an InKnowVision, LLC advertisers may include financial service providers (such as banks, insurance agents, stock brokers and mortgage lenders) and non-financial companies (such as stores, airlines, and software companies).

Wealth Planning Professionals, an InKnowVision, LLC may set and access Wealth Planning Professionals, an InKnowVision, LLC cookies on your computer. Wealth Planning Professionals, an InKnowVision, LLC may let other companies that show advertisements on some of our pages set and access their cookies on your computer. Other companies' use of their cookies is subject to their own privacy policies, not this one. Advertisers or other companies do not have access to Wealth Planning Professionals, an InKnowVision, LLC's cookies. Wealth Planning Professionals, an InKnowVision, LLC may use web beacons to access Wealth Planning Professionals, an InKnowVision, LLC cookies inside and outside our network of web sites and in connection with Wealth Planning Professionals, an InKnowVision, LLC products and services.

We reserve the right to send you certain communications relating to the Wealth Planning Professionals, an InKnowVision, LLC service, such as service announcements, administrative messages and the Wealth Planning Professionals, an InKnowVision, LLC Newsletter, that are considered part of your Wealth Planning Professionals, an InKnowVision, LLC account. You do have the ability to opt out of our general mailing list.

We limit access to personal information about you to employees who we believe reasonably need to come into contact with that information to provide products or services to you or in order to do their jobs.

Wealth Planning Professionals, an InKnowVision, LLC may update this policy. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your Wealth Planning Professionals, an InKnowVision, LLC account or by placing a prominent notice on our site.




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