This policy is intentionally written in clear, accessible language while remaining compliant for an RIA.

Privacy Policy

Last updated: {Insert Date}

At Azimuth Planning Group, LLC (“APG”), your privacy matters.
We are committed to protecting your personal information and using it only in ways that support our advisory relationship with you.

Information We Collect

We may collect the following types of information:

• Contact information (name, email, phone, address)
• Financial and personal data required for planning
• Documents you upload or share with us
• Information from forms submitted through our website
• Website usage analytics

We collect this information only when you voluntarily provide it.

How We Use Your Information

We use your information to:

• Provide financial planning services
• Communicate with you
• Maintain accurate client records
• Improve our website and services
• Comply with legal and regulatory requirements

We do not sell your information. Ever.

Information We Share

We may share your information only with:

• Your authorized representatives or professionals (CPA, attorney, etc.)
• Service providers who help us operate our business (secure technology systems,
  CRM, etc.)
• Regulators when required by law

All service providers are required to keep your information confidential.

Protecting Your Information

We use industry-standard tools, secure portals, encryption, and limited-access systems to protect your data.

Only authorized personnel may view client information.

Cookies & Website Use

Our website may use cookies or analytics tools to improve user experience, none of which collect personally identifying information.

Your Choices

You may request:

• A copy of your information
• Updates or corrections
• That we limit certain types of communication

 

Questions?

You can contact us anytime at:
{Insert Email}
{Insert Phone Number}