Legal Disclaimer and Privacy Policy
Legal Disclaimer
Check the background of your financial professional on FINRA's BrokerCheck. We are registered to sell Securities in the following states: Alabama (AL), Arkansas (AR), California (CA), Florida (FL), Louisiana (LA), Oklahoma (OK), Texas (TX), Virginia (VA).We offer Advisory Services in all 50 states. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., Member FINRA, SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., an SEC Registered Investment Advisor. Wilson Investment Group and Cambridge are not affiliated. CIR Form CRS CIRA Form CRS
Privacy Policy
The purpose of this privacy policy ("Privacy Policy") is to inform users of our website ("Site") about the following:
- The personal data we collect;
- How we use the collected data;
- Who has access to the data; and
- The rights of users regarding their data.
This Privacy Policy applies in addition to any other terms and conditions of our Site.
Data Collection and Use
We are committed to respecting the privacy of our users. We only collect data that is necessary to fulfill the purposes outlined in this Privacy Policy.
When you visit and use our Site, we may automatically collect and store the following information:
- IP address;
- General location (non-personalized);
- Links clicked;
- Content viewed.
We may also collect additional anonymous data such as page visits, session duration, and interactions within the site.
We collect this data using Matomo, an analytics platform that emphasizes user privacy. Matomo respects users’ privacy by anonymizing data and not sharing it with third parties.
The data collected is used for the following purposes:
- To analyze website traffic and improve user experience;
- To monitor site performance and optimize content.
Data Sharing and Disclosure
We may share user data within our organization with staff who require access to fulfill the purposes described in this Privacy Policy. We do not sell or share your data with third parties, except under the following circumstances:
- When required by law;
- In connection with any legal proceedings;
- To protect our legal rights;
- In the event of a sale or restructuring of our company.
If you follow links from our Site to external websites, please note that we are not responsible for their privacy practices or policies.
Children’s Privacy
We do not knowingly collect or process personal data from children under 16 years of age.
Opting Out of Data Collection
You have the option to prevent this Site from aggregating and analyzing your actions. Doing so will enhance your privacy but may reduce the ability to provide a more tailored user experience. To opt out of website tracking, please use the link at the bottom of this section.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to ensure compliance with legal requirements and to reflect changes in our data practices. When changes are made, we will update the "Effective Date" at the top of this Privacy Policy. We encourage users to review this Privacy Policy periodically. If significant changes are made, we may notify you via email.
Contact Information
If you have any questions, concerns, or complaints about how we handle your personal data, or if you wish to exercise your rights, please contact us:
Email: connect@planwithprosper.com
Opt-Out of Tracking
