Your information, handled with care.
This policy explains what information this website handles, how forms work, and the choices available to you.
1. Information you choose to provide
You may choose to provide your name, email address, phone number, service interest, and message when contacting Wealth Planner Point. Newsletter pages ask for your email address and, when subscribing, your consent preference.
On this static website, submitting a form prepares a pre-filled message in your device’s email application. The website itself does not transmit that form to our server. Information is sent to us only when you choose to send the email draft.
2. How we use information
When you send information to us, we may use it to respond to your inquiry, discuss requested services, maintain appropriate business records, manage newsletter preferences, improve our communications, and meet applicable legal obligations.
We do not ask you to include Social Security numbers, account passwords, full payment-card numbers, or similarly sensitive information in website messages. Please do not send those details through the contact form or ordinary email.
3. Local browser storage
The newsletter forms use your browser’s local storage to remember the email address and subscription preference entered on that device. This helps the website remember your selection locally. Unsubscribe requests remove the matching locally saved preference. You can also clear this information through your browser settings.
Local storage does not, by itself, update an external mailing list. Sending the prepared email draft is necessary for us to process your request.
4. Cookies, analytics, and external links
This version of the website does not set advertising cookies or use third-party analytics. Fonts, images, Bootstrap files, and other design assets are hosted locally with the website rather than loaded from third-party content networks.
Links to maps, telephone applications, or email applications may allow those providers to process information under their own privacy policies. Review their policies when using those services.
5. Sharing and retention
We may share information with service providers or professional advisers when reasonably necessary to respond to you, operate our business, protect our rights, or comply with law. We do not sell the personal information submitted through this website.
Information may be retained for as long as needed for the purpose for which it was collected, including service follow-up, recordkeeping, dispute resolution, and legal compliance. Retention periods can vary by context.
6. Your choices and rights
You may choose not to provide information, not to send a prepared email draft, or to unsubscribe from newsletter communications. Depending on where you live, you may have rights to request access, correction, deletion, or other handling of personal information, subject to applicable law.
To make a privacy-related request, contact us using the details below. We may need to verify your identity before completing certain requests.
7. Security and children’s privacy
We use reasonable safeguards appropriate to the information we handle, but no method of transmission or storage is guaranteed to be completely secure. Ordinary email has limitations, so avoid including highly sensitive financial details.
This website is intended for a general adult audience and is not directed to children under 13. We do not knowingly collect children’s personal information through this website.
8. Updates and contact
We may revise this policy as the website, our practices, or legal requirements change. The effective date above will be updated when a revised policy is posted.
Questions or requests may be sent to contact@wealthplannerpoint.com, or mailed to Wealth Planner Point, 1115 W Arkansas Ln, Arlington, TX 76013, USA. You may also call +1 817-277-2771.