Privacy Policy

Data Collection

We at PrecisionPlan, a Financial Planning Services company, collect personal data to enhance user experience, for marketing purposes, and for analytical insights. This may include information such as name, contact details, financial information, and more.

Data Usage

The personal data collected is used to provide personalized financial planning services, improve our offerings, and tailor marketing communications. We do not sell or rent this data to third parties.

Data Storage

All personal data is securely stored in compliance with data protection regulations. We employ industry-standard security measures to safeguard against unauthorized access, disclosure, or destruction of data.

Data Sharing

We may share personal data with trusted partners or service providers for specific purposes such as payment processing, analytics, or marketing campaigns. These third parties are contractually obligated to maintain the confidentiality and security of the data.

User Rights

Users have the right to access, correct, or delete their personal data held by PrecisionPlan. They can also opt-out of marketing communications or data processing for analytics.

Data Security

We prioritize data security and continuously monitor and update our systems to protect against data breaches and cyber threats. However, no method of transmission over the internet or electronic storage is 100% secure.

Contact Information

For any privacy inquiries, requests regarding personal data, or to report any security concerns, please contact us at [email protected].

We are committed to protecting your privacy and ensuring the security of your personal information. By using our services, you agree to the practices outlined in this Privacy Policy.