WealthCode Financial Planning ("WealthCode," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit retire.wealthcodefirm.com and submit inquiries through our contact form.
By using this site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use this site.
We collect information you voluntarily provide when you complete our contact form, including:
We do not collect sensitive financial data, Social Security numbers, account numbers, or payment information through this site.
We use the information you provide solely to:
We do not use your information for automated decision-making or profiling.
By providing your phone number and submitting our contact form, you expressly consent to receive phone calls and/or text messages from WealthCode Financial Planning regarding your inquiry and our services. Consent is not a condition of any purchase or engagement. Message and data rates may apply. Message frequency varies.
To opt out of text messages at any time, reply STOP to any message you receive from us. To opt out of phone calls, notify us directly at matthew@wealthcodefirm.com. For help, reply HELP or contact us directly.
We use the following third-party services that may process your data on our behalf:
We do not sell, rent, trade, or otherwise share your personal information with third parties for their own marketing purposes.
This site does not use first-party cookies or tracking pixels. Third-party services (Google Fonts, Formspree, Calendly) may set their own cookies consistent with their respective privacy policies. We do not run remarketing pixels or behavioral advertising trackers on this page.
We retain your contact information for as long as necessary to fulfill the purposes described in this policy or as required by applicable law. If you would like us to delete your information, please contact us at matthew@wealthcodefirm.com and we will respond within 30 days.
Under the California Consumer Privacy Act (CCPA), California residents have the right to:
To exercise any of these rights, contact us at matthew@wealthcodefirm.com.
If you are located in the European Economic Area or United Kingdom, you have rights under the General Data Protection Regulation (GDPR) including the right to access, correct, delete, or restrict processing of your personal data. Our legal basis for processing is your consent provided at the time of form submission. To exercise these rights, contact us at matthew@wealthcodefirm.com.
This site is not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information to us, please contact us and we will promptly delete it.
We take reasonable measures to protect your information in transit and at rest. However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security of your data.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Continued use of the site after changes constitutes your acceptance of the updated policy.
If you have questions about this Privacy Policy or how your information is handled, please contact: