Privacy

Wealth Strategy Roadmap is an educational tool designed to help visitors organize financial questions and request a personalized roadmap.

Information we collect

We may collect the contact details and financial estimates you enter, your selected goals and questions, consent choices, referring page, landing page, and campaign parameters such as UTM source or campaign.

How we use information

• To generate and deliver the roadmap you request.
• To route your request and operate, secure, and improve the service.
• When you opt in, to allow a financial professional to follow up about your roadmap.

Sharing and retention

Information may be processed by service providers and customer-relationship systems used to deliver the service. We do not sell your personal information. Saved roadmap results expire after 30 days and are removed from the roadmap database. Contact records may be retained separately when reasonably needed for service delivery, legal obligations, consent management, and security.

Security

Saved results require a time-limited email verification code. Verification codes are stored only as cryptographic hashes, repeated attempts are limited, and verified access uses a secure browser cookie. No internet service can guarantee absolute security.

Your choices

Professional follow-up is optional and is not required to receive your roadmap. You may ask to stop future contact at any time. To make a privacy request, use the roadmap request form and state that your message concerns privacy.

Educational use

The tool provides educational estimates, not tax, legal, investment, or insurance advice.