Privacy Policy

Protecting your private information is our priority.

This Statement of Privacy applies to www.rwfinancialplanning.com (the “Site”) and RW Financial Planning, LLC and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to RW Financial Planning, LLC include the Site and RW Financial, LLC. By using the Site, you consent to the data practices described in this statement.

Collection of your Personal Information

RW Financial Planning, LLC collects two types of information from visitors to the Site: personally identifiable information that you supply, and certain non-personally identifiable information that we automatically collect, when you visit the Site, which we use to analyze site usage. You may choose not to provide us with your personally identifiable information.

Personally Identifiable Information

The Site permits you to contact us via email and via our online contact form. Whenever you send an email via an email link or through the contact form, you may be providing us with your name, email address, and any information you choose to include in the text of your message. For example, you may choose to provide your mailing address or other information necessary or helpful for us to address your query or other concern. Please note, however, that if you reply to one of our emails or otherwise send a communication to us, such communication does not create a financial planner-client relationship with us.

In addition, if you become a client of RW Financial Planning, LLC , we may request that you provide us certain personally identifiable information, including your name, job title, company name, certain financial information, phone number, fax number, email address, and mailing address, some of which may be collected via the Site.

Website Use Information

Information about your computer hardware and software may be automatically collected by RW Financial Planning, LLC . This information can include: your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Site.

We encourage you to review the privacy statements of websites you choose to link to from the Site so that you can understand how those websites collect, use and share your information. RW Financial Planning, LLC is not responsible for the privacy statements or other content on websites outside of the the Site.

Use of your Personal Information

We collect, retain and use the information we collect via the Site for legitimate business purposes only, including to:

  • Respond to an inquiry from you or address a request submitted by you (including contacting you directly to request additional information to process your inquiry or request)
  • Contact you and provide you with information regarding RW Financial Planning, LLC
  • Correspond with you regarding the Site or our services
  • Inform you of developments at our firm or with our services that we believe may be of interest to you
  • Monitor site visitor traffic patterns and site usage
  • Comply with applicable laws, regulations and rules, and requests of relevant regulatory and law enforcement and/or other governmental agencies
  • Enforce our Terms of Use
  • Protect the rights, property and/or safety of RW Financial Planning, LLC, our clients, and others

RW Financial Planning, LLC does not sell, rent or lease its customer lists to third parties.

RW Financial Planning, LLC may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to RW Financial Planning, LLC, and they are required to maintain the confidentiality of your information.

RW Financial Planning, LLC may keep track of the websites and pages our users visit within RW Financial Planning, LLC in order to determine which RW Financial Planning, LLC services are the most popular. This data is used to deliver customized content and advertising within RW Financial Planning, LLC to clients whose behavior indicates that they are interested in a particular subject area.

RW Financial Planning, LLC will disclose your personal information, without notice, only if required to do so by law or in the good-faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on RW Financial Planning, LLC or the Site; (b) protect and defend the rights or property of RW Financial Planning, LLC; and (c) act under exigent circumstances to protect the personal safety of users of RW Financial Planning, LLC or the public.

Security of your Personal Information

RW Financial Planning, LLC secures your personal information from unauthorized access, use or disclosure.

Children Under Thirteen

RW Financial Planning, LLC does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use the Site

Opt-Out & Unsubscribe

We respect your privacy and give you an opportunity to opt out of receiving announcements of certain information. Users may opt out of receiving any or all communications from RW Financial Planning, LLC by contacting us here:

– Web page: www.rwfinancialplanning.com

– Phone: 847-777-0272

Changes to this Statement

RW Financial Planning, LLC will occasionally update this Statement of Privacy to reflect company and customer feedback. RW Financial Planning, LLC encourages you to periodically review this Statement to be informed of how RW Financial Planning, LLC is protecting your information.

Contact Information

RW Financial Planning, LLC welcomes your questions or comments regarding this Statement of Privacy. If you believe that RW Financial Planning, LLC has not adhered to this Statement, please contact RW Financial Planning, LLC at:

RW Financial Planning, LLC
475 Half Day Rd., Suite 200
Lincolnshire, Illinois 60069

Phone: 847-777-0272

Effective as of August 29, 2017