Our
‍Privacy Policy

Privacy Policy for TaxFreeWealthPlan.com
Last Updated: June 8, 2026

1. Introduction

Welcome to TaxFreeWealthPlan.com (the "Site"), operated by Tax Free Wealth Plan LLC. We are committed to protecting the privacy and security of your information. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website, use our services, or interact with us.

By using our Site and services, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

We collect various types of information to provide and improve our services to you. This may include:

Personal Identification Information: Data you voluntarily provide to us, such as your full name, email address, phone number, mailing address, and state of residence.

Sensitive Financial Information: To provide you with a financial analysis or connect you with a licensed insurance or financial professional, we may ask you to provide detailed and sensitive financial data, including but not limited to: your income, net worth, assets, investment objectives, risk tolerance, existing insurance or annuity details, and other related financial information.

Technical & Usage Information: Information that is automatically collected when you visit our Site. This includes your IP address, browser type, device type, operating system, pages you viewed, and the dates/times of your visits.

Tracking Information: Information collected through cookies and tracking pixels from services such as Google and Meta (Facebook) to measure advertising effectiveness and for retargeting purposes.

3. How We Collect Your Information

Directly from You: When you fill out forms, surveys, quote requests, or applications on our Site.

Automatically via Technology: Through the use of cookies, web beacons, and pixels when you browse our Site.

From Third Parties: We may receive information about you from other sources, such as marketing partners or lead providers, in accordance with their privacy policies.

4. How We Use Your Information

Tax Free Wealth Plan LLC uses the information you provide to respond to your requests, prepare or review insurance and retirement planning options, provide quote information, schedule appointments, communicate with clients and prospective clients, and support policy-related service needs. We also use the information we collect to:

Provide Our Services: To create your custom financial roadmap, analyze your financial situation, and deliver the educational content you request.

Connect You with Licensed Professionals: To share your information with licensed insurance professionals and affiliated agents in our network so they can provide you with quotes, consultations, and services.

Communicate with You: If you submit a form, survey, quote request, application, or similar request through our website, advertisements, or related pages, we may contact you by phone, text message, email, or other communication methods regarding your request. Communications may be made by Tax Free Wealth Plan LLC or by licensed insurance professionals affiliated with, contracted with, or partnered with Tax Free Wealth Plan LLC.

Marketing and Advertising: To send you promotional materials, newsletters, and other information we think may interest you. We also use this data to create audiences for advertising on platforms such as Google and Meta (Facebook).

Improve Our Site: To understand how users interact with our website and to improve its functionality and user experience.

Legal and Security Purposes: To comply with legal obligations, prevent fraud, and enforce our terms of service.

5. How We Share Your Information

We may share your information with licensed insurance professionals, affiliated agents, service providers, technology platforms, marketing and analytics providers, insurance carriers, and other parties necessary to respond to your request, provide services, process applications, maintain client records, comply with legal obligations, or operate our business.

We do not sell personal information for money. However, certain advertising, analytics, or retargeting activities may be considered a "sale" or "sharing" under some state privacy laws. Where required, we provide applicable privacy choices and opt-out rights.

We may also disclose your information for legal reasons, such as to comply with a legal obligation or respond to valid requests by public authorities, and in connection with a business transfer such as a merger, acquisition, or sale of assets.

6. Your Communication Choices

You may opt out of marketing emails by using the unsubscribe link in our emails. You may opt out of text messages by replying STOP. You may also contact us at contact@taxfreewealthplan.com to request that we stop contacting you by phone, text, or email, subject to communications that may still be necessary for legal, transactional, policy servicing, or compliance purposes.

7. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to track activity and hold certain information. These are used to improve your experience and support our advertising efforts. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, alteration, disclosure, or destruction. We use technologies such as Secure Socket Layer (SSL) to encrypt data in transit. However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure.

9. Data Retention

We will retain your Personal and Financial Information only for as long as is necessary for the purposes set out in this Privacy Policy, to provide our services to you, or as required to comply with our legal obligations.

10. Your Privacy Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, which may include:

The right to access: You have the right to request copies of your personal data.

The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

The right to erasure: You have the right to request that we erase your personal data, under certain conditions.

The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.

The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.

The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

The right to opt out of sale or sharing: Where applicable, you have the right to opt out of the "sale" or "sharing" of your personal information, including for cross-context behavioral advertising. We honor recognized opt-out preference signals, such as the Global Privacy Control (GPC), where required by law.

To exercise any of these rights, please contact us using the information below.

11. Children's Privacy

Our Service is not intended for use by anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from children. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us.

12. Links to Other Websites

Our Site may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit.

13. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top.

14. Contact Us

If you have any questions about this Privacy Policy, please contact us:

By email: contact@taxfreewealthplan.com
By mail: Tax Free Wealth Plan LLC, 2232 Dell Range Blvd Ste 242 #5469, Cheyenne, WY 82009