Privacy Policy

Document Last Modified: January 9, 2025

Privacy

Users’ privacy is very important to Capstone Planning. We are committed to safeguarding the information Users entrust to us. Our website is designed to be appropriate for all ages.

The Information We Collect

Capstone Planning may collect personally identifiable information from Users in a variety of ways, including online forms for requesting services or information, and other instances where Users voluntarily provide such information. We may also collect data about how Users interact with our website, such as tracking the number of unique views received by the pages, the type of device used, or the domains from which Users originate. We may use 'cookies' to track how Users interact with our website. A cookie is a small file stored on the User’s device that helps us recognize repeat visitors and improve their experience. While not all of the information we collect is personally identifiable, it may be linked to personal information that Users voluntarily provide to us.

How We Use Information

Capstone Planning may use personally identifiable information collected through our website to:
- Contact Users regarding services or information they have requested.
- Enhance Users’ experience with Capstone Planning.
- Conduct research to improve the functionality and marketing of our website and services.
- Communicate relevant updates and marketing materials (with the User’s consent).

By submitting your email address through our website, you agree to receive email communications from us. We maintain separate email lists for different purposes, and Users may unsubscribe from any list by following the instructions at the bottom of our emails. To unsubscribe from all communications, follow the instructions in the 'Unsubscribe/Opt-Out' section below.

Disclosure of Information

Capstone Planning may disclose information collected from Users to trusted affiliates, independent contractors, and business partners who use the information for the purposes outlined above. We may also disclose aggregate, anonymous data based on information collected from Users to investors and potential partners. Additionally, we may disclose personal information when required by law or if we believe it is necessary to:
- Protect our rights.
- Comply with legal processes.
- Transfer information during a company sale or acquisition.

Maintenance of Information

Information about Users is protected using industry-standard security measures. However, no system can guarantee complete security, and we cannot ensure the security of information submitted to, maintained on, or transmitted from our systems.

Third-Party Websites

Our website may contain links to third-party websites. These websites have separate privacy and data collection practices, and Capstone Planning is not responsible for the policies or actions of third parties. Users are encouraged to review the privacy policies of these websites before providing any personal information.

Right to Contact via Telephone

By providing your phone number through our website, you consent to receive telemarketing calls from Capstone Planning, even if your number is listed on the Federal Trade Commission’s Do-Not-Call List. This consent may also extend to our trusted affiliates and partners.

Security

We endeavor to protect Users’ information both online and offline. Sensitive data transmitted through our website is encrypted using Secure Socket Layer (SSL) technology. While we take reasonable precautions to safeguard data, no method of transmission over the Internet or electronic storage is 100% secure.

Children’s Privacy

Protecting the privacy of children is important to us. We do not knowingly collect or maintain information from individuals under the age of 13. Our website is not designed to attract individuals under 13.

Accessing or Correcting Your Information

Users may request to access, delete, or correct their personal information by contacting us through the 'Contact Us' section of our website or via written request to the address below. We may take reasonable steps to verify the identity of the requesting party to prevent identity theft.

Unsubscribe/Opt-Out

To stop receiving future marketing communications, Users may:
1. Follow the 'unsubscribe' instructions included in each email.
2. Submit a request through our website’s 'Contact Us' section.
3. Send a written request to:

Marketing Department
Capstone Planning
18 Market Avenue, Suite 110
Palm Coast, FL 32164

We process unsubscribe requests promptly, but changes may take up to 48 hours to be fully effective. Please note that unsubscribing from one list does not automatically remove you from all marketing lists unless explicitly requested.

Policy Changes

Capstone Planning reserves the right to update this Privacy Policy at any time without notice. Changes will be posted on this page, and the 'Document Last Modified' date will reflect the effective date of the latest version. Users are encouraged to review this policy periodically.

Questions

For questions or concerns about this Privacy Policy, please contact us at:
Email: info@capstoneplanning.com
Phone: (386) 202-4498