Privacy Policy

Privacy Policy

Effective Date: January 2026

Advanced Planning Advisors of Florida (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how information is collected, used, and safeguarded when you visit our website or contact us.

Information We Collect

We may collect personal information when you voluntarily provide it, including:

• Name

• Email address

• Phone number

• Information shared through contact forms, email, text, or scheduling tools

We do not collect sensitive personal information unless you choose to share it as part of a planning conversation.

How We Use Your Information

Information collected is used solely to:

• Respond to inquiries or requests

• Schedule and manage conversations or appointments

• Provide planning and insurance guidance

• Communicate information you have requested

We do not sell, rent, or trade your personal information.

Third-Party Services

Our website may use trusted third-party services to support functionality, such as:

• Website hosting providers

• Scheduling tools (e.g., Calendly)

• Email services (e.g., Google Workspace)

These services only receive the information necessary to perform their functions and are expected to maintain appropriate privacy and security standards.

Cookies and Website Analytics

Our website may use basic cookies or analytics tools to understand general website usage and improve performance. This information is collected in an aggregated, non-identifying manner.

You may adjust your browser settings to disable cookies if you prefer.

Data Security

Reasonable administrative and technical measures are used to protect your personal information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Communications

If you contact us by phone, email, text, or online form, your information will only be used to respond to your inquiry or provide requested services. You may request to stop communications at any time.

Children’s Privacy

This website and our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

Your Choices

You may request to:

• Review the personal information we have about you

• Correct or update your information

• Request deletion of your information, subject to legal or regulatory requirements

Requests can be made by contacting us directly.

Changes to This Policy

This Privacy Policy may be updated periodically. Any changes will be posted on this page with an updated effective date.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

Advanced Planning Advisors of Florida
Email: info@advancedplanningfl.com
Phone: 239-565-5775