Privacy Policy

iPlanGroup, LLC – Website Privacy Policy

USA Patriot Act Notice To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What does this means for you? When you open an account with iPlanGroup, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver’s license or other identifying documents.

iPlanGroup, LLC (“we” or “iPlanGroup”) respects your desire for privacy and and takes its commitment to protecting the confidentiality of your personal financial information very seriously. This document outlines our privacy policy for visitors to our web site. If you have a continuing relationship with us (e.g., we provide custodial account services for you), please see our iPlanGroup Privacy Policy for additional information on how we collect, use and share your personal nonpublic information.

Visitors to Our Web site. Unless they register for a service or otherwise elect to disclose their identity to us, visitors to our web site remain anonymous. While we do not collect personally identifying information about persons who simply visit our site, we do collect certain limited information about visitors, such as their IP address (a numeric address assigned automatically to computers when they access the Internet). Additionally, we may place “cookies” on a computer to track a visitor’s use of our web site (a cookie is a piece of data that is stored on your hard drive. It takes up very little room on your system and helps us to customize our site and make its navigation easier for you). We sometimes use cookies to help estimate the number of visitors to our site and to determine which areas are the most popular. Unless you register with us for a service , the cookie does not provide us with any personally identifying information about you, such as your name or address.

Our Collection of Personal Information About You. We may collect nonpublic personal information about you through this web site in order to understand your needs, administer our business, process transactions, and provide you with products and services. This may include information that you provide to us through the following means: online applications; questionnaires and other forms; including information such as your name; postal address; e-mail address; social security number; assets and income.

iPlanGroup’s Disclosure of That Information. We may disclose some of the information described above, such as your name and address, to companies that perform marketing and other services on our behalf (e.g., to companies that assist us with mailings).

We may disclose information about you, your accounts and transactions: (a) where it is necessary or helpful to effect, process or confirm your transactions; (b) to verify the existence, history and condition of your account for credit reporting agencies; (c) to comply with legal process, such as subpoenas and court orders; (d) to law enforcement authorities if we believe a crime has been committed; (e) if you give us your consent; and (f) as otherwise permitted by law. (We do not disclose nonpublic personal information about our current or former customers to others, except as set forth in this policy).

Maintaining Accurate Information. iPlanGroup has procedures in place to assist us in maintaining the accuracy of the personally identifiable information that we collect. Please contact us at (855) 604-7526 if you feel that any our information about you is incomplete, out-of-date, or incorrect.

How Your Information is Protected. We restrict access to nonpublic personal information about you to those employees who have a need to know such information (e.g., to process your transactions or provide services to you). We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Links to Other Web Sites. Our web site may feature links to third party web sites that offer goods, services or information. Some of these sites may appear as windows-within-windows on our site. When you click on one of these links, you will be leaving our site and will no longer be subject to this policy. We are not responsible for the information collection practices of the other web sites that you visit and urge you to review their privacy policies before you provide them with any personally identifiable information. Third party sites may collect and use information about you in a way that is different from iPlanGroup’s policy.

Services and Advertisements by Third Parties. Third parties may offer services from time to time at our web site. If you provide them with information, their use of that information will be subject to their privacy policy, if any, and will not be subject to this policy. If you accept third party goods or services advertised at our web site, the third party may be able to identify that you have a relationship with us (e.g., if the offer was only made through our site).

Minors. We feel strongly about protecting the privacy of children and teenagers. As such, we do not knowingly collect personally identifiable information from minors through our web site.

Changes to this Policy. We may add to, delete, or change the terms of this Web Site Privacy Policy from time to time by posting a notice of the change (or an amended Privacy Policy) at this web site. If required by law, we will send you a notice of the change. Your continued use of our web site or any web site service following notification will constitute your agreement to the revised Policy.

Questions. If you have any questions regarding this Policy, please call us at 855-604-7526. You can also to write us at:

iPlanGroup, LLC 28011 Clemens Road, Suite B Westlake, OH 44145