Website Privacy Policy

This policy applies when you visit the Site, submit a form or inquiry, schedule a meeting, request information, subscribe to communications, or interact with links, tools, or content available through the Site.

This policy addresses information collected through the Site. Information collected from clients and prospective clients in connection with seeking or receiving investment advisory or financial planning services may also be governed by a separate client privacy notice provided directly to the applicable individual. Tax preparation services offered through Tampa Tax Consulting are separate from Benevolent Planning’s advisory services and may be subject to separate privacy terms.

Information You Provide

We may collect information you voluntarily provide through the Site, including:

• Name
• Email address
• Telephone number
• Preferred meeting times
• Information included in a message, form, or inquiry
• Information you provide when requesting or receiving communications
• Other information you choose to provide

Please do not submit Social Security numbers, account credentials, tax documents, complete financial account numbers, or other highly sensitive information through a general website form or ordinary email.

Information Collected Automatically

When you visit the Site, we and service providers that support the Site may automatically collect information through cookies and similar technologies, including:

• Internet Protocol address
• Browser and device information
• Pages viewed and links selected
• Referring and exit pages
• Approximate location derived from an Internet Protocol address
• Date, time, and duration of a visit
• Information about how the Site is used

We may use information collected through the Site to:

• Operate, maintain, secure, and improve the Site
• Respond to inquiries and requests
• Schedule and manage meetings
• Provide requested information and communications
• Evaluate interest in our services
• Understand how visitors use the Site
• Detect, investigate, and prevent fraud, misuse, or security incidents
• Maintain business and regulatory records
• Comply with applicable legal and regulatory obligations
• Protect our rights and the rights, safety, and security of others

Submitting information through the Site does not create an investment advisory or client relationship.

We may share information collected through the Site with:

• Website hosting, information technology, cybersecurity, data-storage, and maintenance providers
• Scheduling, email, communications, client relationship management, and analytics providers
• Professional advisers, including legal, accounting, and compliance professionals
• Government authorities, regulators, courts, law enforcement, or other parties when required or permitted by law
• Parties involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, subject to applicable legal requirements
• Other parties at your direction or with your consent

We do not sell personal information for monetary consideration. We do not disclose personal information to nonaffiliated third parties for their independent marketing purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile telephone numbers, text messaging opt-in data, and SMS consent are excluded from all of the sharing categories listed above and will not be shared with any third parties, except service providers that deliver our text messages on our behalf.

Website analytics and advertising measurement

We use Google Analytics 4 to understand website use, Google Ads to measure advertising results, and Microsoft Clarity to understand how visitors interact with the website through tools such as heatmaps and session recordings. These services may process device and browser information, page and interaction information, IP addresses, and identifiers, subject to your consent choices and the providers’ processing practices.

Where you consent to advertising measurement, we may retain advertising click identifiers (including GCLID, GBRAID, and WBRAID), campaign information, and a record of your consent to connect a website inquiry with later outcomes, such as a scheduled or held consultation, a diagnostic purchase, or the start of an ongoing client relationship. Approved conversion records may be sent to Google Ads to measure results. These records do not include tax returns, Social Security numbers, financial account numbers, holdings, income details, or the financial free text you submit to us.

Optional cookies are stored only after consent. You can accept, reject, customise, or withdraw optional cookie consent using Consent Preferences on the website. Google’s advanced Consent Mode may send cookieless measurement signals when optional consent is denied. Advertising personalization and remarketing are disabled in this implementation.

Advertising attribution stored in your browser is limited to 90 days and is cleared when the relevant consent is withdrawn. Separately held business and regulatory records follow the retention practices described elsewhere in this policy. Browser settings also allow you to block or delete cookies and local storage.

Google Privacy · Microsoft Privacy Statement

The Site may use cookies and similar technologies to support essential functions, remember preferences, understand Site usage, improve performance, and maintain security.

You may manage cookies through your browser settings, including by blocking or deleting them. Disabling cookies may affect the availability or operation of certain Site features.

Some browsers transmit “Do Not Track” signals. Because there is no uniform industry standard for responding to these signals, the Site does not currently respond to them differently from other browser settings.

If you request or subscribe to email communications, we may use your contact information to send the communications you requested. You may opt out of marketing emails by using the unsubscribe method included in the message or by contacting us. We may continue to send non-marketing communications concerning an existing or requested service, legal notice, security matter, or business relationship.

If you provide your mobile telephone number and agree to receive text messages from WealthAdvisor365, we may send you text messages about services you have requested or receive, such as meeting confirmations and reminders, document requests, and responses to your questions. Consent to receive text messages is not a condition of receiving any service.

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message; we will send one confirmation message and then stop. Reply HELP for help, or contact us at (561) 475-2490 or [email protected]. Carriers are not liable for delayed or undelivered messages.

We do not sell, rent, or share your mobile telephone number, text messaging opt-in data, or SMS consent with third parties or affiliates for marketing or promotional purposes. Please do not send Social Security numbers, account numbers, account credentials, or trade or money-movement instructions by text message.

The Site may include links to or features provided by third parties, such as scheduling platforms, video providers, social media platforms, custodians, or other service providers. Those third parties may collect information directly from you and process it under their own privacy policies and terms. Benevolent Planning does not control and is not responsible for the privacy, security, or content practices of third-party websites or services.

We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain required business and regulatory records, resolve disputes, enforce agreements, protect security, and comply with applicable law.

We maintain administrative, technical, and physical safeguards designed to protect information in light of its nature and sensitivity. No method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the Site. If we learn that such information has been collected, we will take reasonable steps to delete it.

You may:

• Decline to provide information through the Site
• Manage cookies through your browser
• Unsubscribe from marketing emails
• Opt out of text messages at any time by replying STOP
• Request correction of inaccurate contact information you previously submitted
• Contact us with a question about our privacy practices

Certain information may be retained when required by law or reasonably necessary for regulatory, security, recordkeeping, or dispute-resolution purposes.

We may update this Website Privacy Policy from time to time. The “Last Updated” date reflects the most recent revision. Any revised policy becomes effective when posted unless a different effective date is stated.

Chief Compliance Officer
Benevolent Planning Inc. DBA WealthAdvisor365
West Palm Beach, FL 33401
(561) 475-2490
[email protected]