Privacy Policy & Terms of Use

Privacy Policy

Successful Planning Services, Inc. respects your privacy. This Privacy Policy explains what information we collect, how we use it, how we protect it, and what rights you have regarding your personal information.

By using our website, submitting a form, scheduling a consultation, calling our office, or communicating with us by email, phone, or text message, you agree to the practices described in this Privacy Policy.

1. What Information Is Collected?

Successful Planning Services, Inc. may collect personal information that you voluntarily provide when you complete a form, request information, schedule a consultation, contact our office, or interact with our website.

Information we may collect includes:

• First and last name
• Email address
• Phone number
• Mailing address or general location, if provided
• Preferred appointment type
• Information about your financial planning interests or service needs
• Messages or comments submitted through website forms
• Communication preferences
• Website usage information, such as pages visited, links clicked, device type, browser type, and referral source

We do not knowingly collect personal information from children under the age of 13.

2. How User Data Is Used

Successful Planning Services, Inc. uses collected information to communicate with users, respond to inquiries, schedule consultations, provide information about our services, and improve the user experience.

We may use your information to:

• Respond to your inquiry or consultation request
• Contact you by phone, email, or text message regarding your request
• Send appointment reminders and follow-up communications
• Provide information about financial planning services
• Improve our website, forms, and marketing communications
• Maintain internal records and customer service notes
• Comply with applicable legal, regulatory, and business requirements

We do not use your personal information to make guarantees regarding financial results, investment performance, retirement outcomes, or any specific financial result.

4. Cookie & Tracking Practices

Our website may use cookies, pixels, analytics tools, tracking technologies, or similar tools to understand how visitors interact with the website and to improve website performance and marketing effectiveness.

These technologies may collect information such as:

• IP address
• Browser type
• Device type
• Pages visited
• Time spent on the website
• Referral source
• Interactions with forms, buttons, or links

You may disable cookies through your browser settings. However, some website features may not function properly if cookies are disabled.

5. Data Security and Handling

Successful Planning Services, Inc. takes reasonable administrative, technical, and physical precautions to protect personal information from unauthorized access, misuse, loss, disclosure, alteration, or destruction.

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.

Access to personal information is limited to individuals or service providers who need the information to perform business, customer service, scheduling, communication, website, or support functions.

6. User Rights

You may request access to, correction of, or deletion of your personal information by contacting Successful Planning Services, Inc. using the contact information listed below.

You may request to:

• Access the personal information we have about you
• Correct inaccurate or outdated information
• Request deletion of your personal information, subject to legal and regulatory retention requirements
• Opt out of email communications
• Opt out of SMS communications by replying STOP

To make a privacy request, contact us at [email protected] or call (916) 847-9390.

8. Information Sharing

Successful Planning Services, Inc. does not sell personal information. We may share limited information only when necessary to operate our business, respond to your request, provide customer service, support communications, comply with legal obligations, or protect our rights.

Permitted sharing may include:

• Customer service providers
• Appointment scheduling platforms
• Website hosting providers
• Email or SMS delivery providers
• Technology and support subcontractors
• Legal, compliance, or regulatory professionals when required

These service providers are only permitted to use information as necessary to provide support services and are not permitted to use mobile opt-in data for their own marketing purposes.

Terms and Conditions

These Terms and Conditions govern your use of the website and communication services provided by Successful Planning Services, Inc.

Use of Website

The content on this website is provided for general informational purposes only. Website content should not be considered individualized financial, investment, tax, legal, or retirement advice.

No Guarantee of Results

Financial planning and investment planning involve risk. Successful Planning Services, Inc. does not guarantee any specific investment return, financial outcome, retirement result, or future performance.

Consultation Requests

Submitting a form or scheduling a consultation does not create a client relationship. A client relationship is only established after appropriate review, documentation, and acceptance by Successful Planning Services, Inc.

SMS Terms and Conditions

By providing your phone number and opting in through our website form, you consent to receive text messages from Successful Planning Services, Inc. regarding your inquiry, appointment reminders, follow-up communications, and related service information.

• Message and data rates may apply.
• Message frequency may vary.
• Reply STOP to unsubscribe.
• Reply HELP for assistance.
• Consent is not a condition of purchase.

Mobile Information Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

Privacy

Your use of this website is also governed by the Privacy Policy listed above. By using this website, you acknowledge and agree to the collection and use of information as described in this policy.