Privacy Policy
Effective Date: August 5, 2026
Introduction
Health & Wealth Planning ("we," "our," or "us") values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us.
By using this website, you agree to the practices described in this Privacy Policy.
Information We Collect
We may collect the following information:
- Full Name
- Email Address
- Phone Number
- Mailing Address (if provided)
- ZIP Code
- Medicare eligibility information
- Appointment information
- Information submitted through contact forms
- IP Address
- Browser and Device Information
- Website usage data
How We Use Your Information
We use your information to:
- Respond to inquiries
- Schedule appointments
- Provide Medicare consultation services
- Assist with insurance plan information
- Send appointment reminders
- Send requested information
- Improve our website and services
- Comply with legal obligations
SMS Communications
If you provide your mobile phone number and opt in to receive text messages, we may send:
- Appointment confirmations
- Appointment reminders
- Customer support messages
- Follow-up communications
- Service-related updates
Message frequency varies.
Message and data rates may apply.
Reply STOP to opt out at any time.
Reply HELP for assistance.
SMS consent is not shared with third parties or affiliates for marketing purposes.
Email Communications
If you provide your email address, we may send information related to your inquiry, appointments, educational content, or service updates.
You may unsubscribe from marketing emails at any time using the unsubscribe link included in the email.
Sharing of Information
We do not sell, rent, or trade your personal information.
We may share information with trusted service providers who assist us in operating our business, including:
- CRM providers
- SMS providers
- Email providers
- Appointment scheduling providers
- Website hosting providers
These providers are contractually obligated to safeguard your information.
Cookies
Our website may use cookies and similar technologies to improve website functionality and analyze website traffic.
You may disable cookies through your browser settings.
Data Security
We use commercially reasonable safeguards to protect your personal information.
However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Rights
You may request to:
- Access your personal information
- Correct inaccurate information
- Request deletion of your information
- Withdraw consent for communications
To make a request, please contact us using the contact information provided on this website.
Third-Party Websites
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those websites.
Children's Privacy
Our website is intended for adults seeking Medicare information.
We do not knowingly collect personal information from individuals under the age of 13.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
Changes become effective immediately upon posting to this page.
Contact Us
If you have questions regarding this Privacy Policy, please contact us through the contact information provided on this website.