Our
‍Privacy Policy

Privacy Policy for TaxFreeWealthPlan.com
Last Updated: July 4, 2025

1. Introduction

Welcome to TaxFreeWealthPlan.com (the "Site"), operated by Tax Free Wealth Plan ("we," "us," or "our"). We are committed to protecting the privacy and security of your information. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website, use our services, or interact with us.

By using our Site and services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect various types of information to provide and improve our services to you. This may include:

Personal Identification Information: Data you voluntarily provide to us, such as your full name, email address, phone number, mailing address, and state of residence.

Sensitive Financial Information: To provide you with a financial analysis or connect you with a financial professional, we may ask you to provide detailed and sensitive financial data, including but not limited to: your income, net worth, assets, investment objectives, risk tolerance, existing insurance or annuity details, and other related financial information.

Technical & Usage Information: Information that is automatically collected when you visit our Site. This includes your IP address, browser type, device type, operating system, pages you viewed, and the dates/times of your visits.

Tracking Information: Information collected through cookies and tracking pixels from services like Google and Facebook (Meta) to measure advertising effectiveness and for retargeting purposes.

3. How We Collect Your Information

Directly from You: When you fill out forms (such as a Typeform), surveys, or applications on our Site.

Automatically via Technology: Through the use of cookies, web beacons, and pixels when you browse our Site.

From Third Parties: We may receive information about you from other sources, such as marketing partners or lead providers, in accordance with their privacy policies.

4. How We Use Your Information

We use the information we collect for various purposes, including to:

Provide Our Services: To create your custom financial roadmap, analyze your financial situation, and deliver the educational content you request.

Connect You with Financial Professionals: To share your information with licensed insurance agents, financial advisors, or other professionals in our network ("Downline Agents" or "Partners") so they can provide you with quotes, consultations, and services.

Communicate with You: To respond to your inquiries, send you emails about your submissions, and provide customer support.

Marketing and Advertising: To send you promotional materials, newsletters, and other information we think may interest you. We also use this data to create audiences for targeted advertising on platforms like Facebook and Google.

Improve Our Site: To understand how users interact with our website and to improve its functionality and user experience.

Legal and Security Purposes: To comply with legal obligations, prevent fraud, and enforce our terms of service.

5. How We Share Your Information

We do not sell your personal information. We may share your information with the following parties only for the purposes described in this policy:

Financial Professionals: When you submit a form requesting a consultation or analysis, we will share your Personal and Financial Information with one or more affiliated and licensed agents or advisors in your area so they can contact you and provide the requested service.

Third-Party Service Providers: We use various third-party services to operate our business, such as web hosting (Webflow), CRM (GoHighLevel), scheduling (Calendly), form processing (Typeform), and analytics/advertising platforms (Google, Meta/Facebook). These providers only have access to the information necessary to perform their functions and are contractually obligated to protect it.

For Legal Reasons: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).

Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction.

6. Cookies and Tracking Technologies

Our Site uses cookies and similar tracking technologies to track activity and hold certain information. These are used to make your experience better and for our advertising efforts. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

7. Data Security

We implement reasonable security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. We use technologies like Secure Socket Layer (SSL) to encrypt data in transit. However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure.

8. Data Retention

We will retain your Personal and Financial Information only for as long as is necessary for the purposes set out in this Privacy Policy, to provide our services to you, or as required to comply with our legal obligations.

9. Your Data Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information. It is crucial to consult with a legal professional to tailor this section to specific regulations like GDPR and CCPA.

The right to access: You have the right to request copies of your personal data.

The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

The right to erasure: You have the right to request that we erase your personal data, under certain conditions.

The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.

The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.

The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise any of these rights, please contact us using the information below.

10. Children's Privacy

Our Service is not intended for use by anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from children. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us.

11. Links to Other Websites

Our Site may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.

12. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top.

13. Contact Us

If you have any questions about this Privacy Policy, please contact us:

By email: contact@taxfreewealthplan.com

By mail: Tax Free Wealth Plan LLC