Effective Date: 03/24/2026
Family Wealth Planning (“we,” “us,” “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how Family Wealth Planning collects and uses information about you when you opt-in to receive SMS messages from us.
Information We Collect
When you opt-in to receive SMS messages, we collect:
· Your phone number
· Consent to send SMS messages
· Your email address
· Your basic contact information
How We Collect Your Information
We may collect your information directly from you, such as when you complete a form or contact us or automatically, such as when you interact with our website.
How We Use Your Information
We use your information to:
· Send you the SMS messages you’ve opted in to receive
· Provide updates, promotions, or other relevant content based on your preferences
· Choices and Controls
· To operate our business
You can opt out of receiving SMS messages at any time by replying STOP to any message we send you. You can review our Terms for additional information about the opt-out process.
To Whom We Disclose Your Information
No mobile information will be shared or collected with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Protection of Information
We take steps to protect your information against unauthorized use or disclosure.
Updates
We may periodically update this privacy policy. If we make material changes that have a substantive and adverse impact on your privacy, we will provide notice on this website prior to the change becoming effective. We encourage you to periodically review this page for the latest information about our privacy practices.
How to Contact Us
You can reach us by texting the word HELP for support to 502-200-5210. You may also contact us directly at info@fwppartners.com.