Privacy Policy
Last updated: [date]
Tax Free Growth Advisors ("we," "us") respects your privacy. This policy explains what information we collect through taxfreegrowthadvisors.com and how we use it.
Information we collect
- Information you provide. If you contact us by phone, email, or a booking link, we receive the details you choose to share — typically your name, contact information, and the topic you want to discuss.
- Technical information. Our hosting provider may log standard technical data (IP address, browser type, pages visited) for security and performance purposes.
- Local preferences. This site stores a single preference (your light/dark theme choice) in your browser's local storage. It never leaves your device and is not a tracking cookie.
How we use information
- To respond to your inquiries and schedule consultations.
- To provide the planning services you request.
- To meet legal, regulatory, and record-keeping obligations that apply to licensed insurance professionals.
What we do not do
- We do not sell your personal information.
- We do not share your information with third parties for their marketing purposes.
- This site does not run third-party advertising or analytics trackers.
Sharing
If you engage us, information may be shared with insurance carriers, underwriters, and service providers strictly as needed to implement the products and services you request, or where required by law or regulation.
Financial information safeguards
Consultations frequently involve sensitive financial details. We limit access to that information to personnel who need it to serve you, and we retain it only as long as required for service delivery and applicable record-keeping rules.
Your choices
You may ask us to correct or delete personal information we hold about you, subject to legal retention requirements. California residents may have additional rights under the CCPA/CPRA; contact us to exercise them.
Children
This site is intended for adults. We do not knowingly collect information from anyone under 18.
Changes
We may update this policy from time to time. The "Last updated" date above reflects the current version.