Privacy Policy

Entity: Asset Planning Group Inc. (APGI)

‍Effective Date: January 12, 2026

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Asset Planning Group Inc. (“APGI,” “we,” “us,” or “our”) values your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website, use our client portal, or engage with our consulting services (collectively, the “Platform”).

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1. Information We Collect

As a financial consulting firm, we collect information necessary to provide tailored investment strategies:

  • Personal Information: Information you voluntarily provide, including but not limited to:
    • Full name, email address, and phone number.
    • Financial goals, risk tolerance, and asset details (submitted via discovery forms).
    • Account login credentials for the APGI client portal.
  • Non-Personal Information: Information automatically collected via the Platform:
    • IP address, browser type, and device operating system.
    • Usage patterns, pages visited, and time spent on the Platform.
    • Cookies and localized analytics data.

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2. How We Use Your Information

We utilize your information strictly to enhance your experience and fulfill our professional obligations:

  • To create, manage, and secure your client account.
  • To provide customized investment consulting and portfolio analysis.
  • To send transactional, operational, and service-related communications.
  • To deliver educational market insights and firm updates.
  • To comply with legal, tax, and financial regulatory requirements.
  • To protect the security, integrity, and rights of APGI and our clients.

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3. Sharing Your Information

APGI does not sell, rent, or trade your personal information to third parties. We only share data in the following limited circumstances:

  • Professional Partners: With trusted service providers (e.g., secure hosting, financial software, or SMS delivery services) who assist in our operations under strict confidentiality agreements.
  • Legal Necessity: To comply with subpoenas, court orders, or applicable financial regulations.
  • Safety & Rights: To protect the property, safety, or rights of APGI, our clients, or the public.

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4. SMS Messaging Opt-In

By providing your mobile number and opting in, you consent to receive SMS/MMS messages from APGI regarding:

  • Account alerts and meeting reminders.
  • Urgent market updates or service announcements.
  • Educational or promotional content related to your financial planning.
  • Consent is not a condition of any purchase or service engagement. Message frequency varies. Standard rates apply.

Opt-Out: Reply “STOP” to any SMS to cancel. Reply “HELP” for assistance.

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5. Cookies and Tracking

We use cookies to improve Platform performance and remember your preferences. You can manage or disable cookies through your browser settings; however, certain features of the APGI client portal may require cookies to function securely.

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6. Data Security

We implement industry-standard administrative, technical, and physical safeguards (including encryption and secure socket layers) designed to protect your sensitive financial data. While we strive for absolute security, no digital transmission is 100% immune to risk.

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7. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

  • Access, correct, or update your personal data.
  • Request the deletion of your data (subject to financial record-keeping laws).
  • Opt-out of any non-essential marketing communications.
  • Request a summary of how your data is being processed.

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8. External Links

Our Platform may contain links to third-party financial tools or news sites. APGI is not responsible for the privacy practices or content of these external entities.

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9. Updates to This Policy

APGI reserves the right to update this Privacy Policy as our services and regulatory environments evolve. Changes will be posted here with a revised "Effective Date."

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10. Compliance

This policy is designed to align with major data protection frameworks, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), alongside industry-specific financial privacy standards.

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