1. Information We Collect
When you submit your information through our forms or otherwise engage with our services, we may collect:
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Your full name
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Email address
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Phone number
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Age range
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Financial data (e.g., retirement account size, RMD status)
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Any other information you voluntarily provide
2. How We Use Your Information
We use your information to:
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Determine your eligibility for our Roth conversion or retirement planning strategies
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Contact you to schedule a consultation
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Send relevant emails, updates, or reminders
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Improve our services and offerings
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Comply with legal and regulatory requirements
3. Sharing Your Information
We do not sell, rent, or trade your information. We may share your data with trusted partners or advisors only if it is necessary to deliver our services, and with your consent.
4. Data Security
We take data protection seriously and use appropriate administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.
5. Your Rights
Depending on your location, you may have the right to:
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Request access to the data we have about you
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Ask us to correct inaccurate data
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Request deletion of your data
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Opt out of email communications at any time
To make any of these requests, email us at: info@malibuwp.com
6. Cookies and Tracking
Our website may use cookies or similar technologies to enhance user experience and track analytics. You can adjust your browser settings to manage cookies.
7. Third-Party Links
Our site may contain links to third-party websites. We are not responsible for their privacy practices. We encourage you to review their policies when you leave our site.
8. Policy Updates
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
9. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact:
Malibu Wealth Planning
info@malibuwp.com
(424)395-5949