Privacy Policy

Effective Date: 8/25/2025

1. Information We Collect

We collect nonpublic personal information ("NPI") about you to provide financial services and improve your experience. This may include:

- Name, address, email, phone number

- Social Security number, date of birth

- Financial account numbers, balances, and transaction history

- Employment and income information

- Behavioral data from website usage (via cookies and analytics tools)

2. Use of Cookies and Behavioral Analysis

Our website uses cookies and similar technologies to:

- Analyze user behavior and improve site functionality

- Personalize your experience

- Track usage patterns and preferences

You can manage cookie preferences through your browser settings. Disabling cookies may affect site functionality.

3. How We Use Your Information

We use your information to:

- Communicate with you about your account and our services

- Comply with legal and regulatory obligations

- Improve our website and services through behavioral analysis

4. Information Sharing Practices

We do not sell your personal information.

We may share your information only with:

- Direct agents and service providers working on behalf of Elevate Planning

- Regulatory authorities, as required by law

- Other parties with your explicit consent

All third-party service providers are contractually obligated to maintain the confidentiality and security of your information.

5. Your Privacy Rights

You have the right to:

- Request access to your personal information

- Opt out of certain information sharing (where applicable)

- Request corrections or deletion of inaccurate data

To exercise these rights, please contact us at [Insert Contact Email or Phone].

6. Data Security

We maintain physical, electronic, and procedural safeguards to protect your personal information. These include:

- Secure servers and encryption

- Access controls and employee training

- Regular audits and compliance checks

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

8. Contact Us

If you have questions or concerns about this Privacy Policy, please contact:

Elevate Planning

2407 South Congress Ave., Suite E, #143

Austin, Texas 78704

(512) 553-2266