Planwell Privacy & Cookie Policy

Effective Date: July 2025

Planwell is committed to protecting your privacy and handling your information in a secure and transparent manner. This Privacy & Cookie Policy outlines how we collect, use, share, and safeguard your personal information, particularly as it relates to visitors to our U.S. website who submit contact details to be shared with licensed financial advisors.

1. General Information

Planwell is not a registered investment advisor, but we work with licensed financial professionals. When you provide your name, phone number, and/or email through our website, that information is collected solely to connect you with a financial advisor who may assist with your financial planning needs.

Your use of our website and submission of personal information constitutes acceptance of this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

  • Name

  • Phone number

  • Email address

  • City, state, or ZIP code

  • General financial interest (e.g., retirement planning, income strategies)

We may also collect technical data through cookies and similar tracking tools:

  • IP address

  • Browser type and device information

  • Site usage data (pages visited, referral links, time on site)

3. How We Use Your Information

We may use your information to:

  • Connect you with a licensed financial advisor

  • Follow up by email, phone, or SMS regarding your interest in retirement income planning

  • Improve our website and communications

  • Deliver marketing or educational content related to retirement or financial topics

4. Sharing of Information

We may share your information with:

  • Licensed financial advisors affiliated with our referral network

Any third parties receiving your data are required to handle it securely and only for the intended business purpose.

5. Cookies & Tracking Technologies

Our website uses cookies to enhance your experience and measure engagement. These may include:

  • Essential cookies for site functionality

  • Analytics cookies to track traffic and performance

  • Marketing cookies to help tailor content or advertising

You may adjust your browser settings to manage or disable cookies.

6. Your Rights and Choices

Depending on your location (e.g., California or Oregon), you may have the right to:

  • Access the personal data we collect about you

  • Request correction or deletion of your data

  • Opt out of the sharing of personal data for marketing purposes

To exercise any of these rights, please contact us at planwellplanning@gmail.com.

7. Data Security

We maintain reasonable physical, technical, and administrative safeguards to protect your personal information. However, no internet-based system is 100% secure.

8. Third-Party Links

Our website may contain links to third-party websites. Planwell is not responsible for the content or privacy practices of those sites. Please review their privacy policies independently.

9. Updates to This Policy

This policy may be updated from time to time. The latest version will always be available on our website.

10. Contact Us

For questions about this policy or your personal data, please contact:

Planwell
ATTN: Privacy Team

planwellplanning@gmail.com

Planwell does not provide investment advice. All inquiries will be referred to a licensed financial advisor.