Privacy Policy Effective Date: August 15, 2025

 

Wealthplan, LLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy describes how we collect, use, and protect personal information you provide when you visit our website, communicate with us, or use our services.

 

Information We Collect

We may collect:
- Contact details you provide to us (name, phone number, email address, mailing address)
- Information about services you request from us
- Communications you send to us via email, phone, or SMS

 

Use of Your Information

We use your information to:
- Provide our services
- Respond to your inquiries
- Send you updates, alerts, and relevant information by phone, email, or SMS

 

SMS Messaging Policy

If you opt in to receive SMS messages from us:
- We will use your phone number solely to send you information related to our services
- Your phone number and opt-in information will never be sold, shared, or distributed to third parties, except as required by law Standard message and data rates may apply
- You may opt out at any time by replying “STOP”
- For help, reply “HELP” or contact us at the email below

 

Sharing of Information

We do not sell or rent personal information. We may share information only as required by law or with service providers who help us deliver our services, subject to confidentiality obligations.

 

Your Rights

You may contact us to:
- Access, correct, or delete your personal information
- Opt out of communications Contact Us Wealthplan, LLC

 

Email: jim@wealthplan.cpa

Mail: Wealthplan LLC, 2711 Middleburg Dr STE 109, Columbia, SC 29204