Type of website: Sales lead generation
Effective date: [Insert Effective Date]
This website (the “Site”) is owned and operated by amtaxplan.com amtaxplan.com is the data controller and can be contacted at:
Email: info@amtaxplan.com
Phone: (888) 500-8630
Purpose
The purpose of this Privacy Policy is to inform users of our Site of the following:
The personal data we collect
How we use the collected data
Who has access to the data
The rights of Site users
Our cookie policy
This Privacy Policy applies in addition to the terms and conditions of our Site.
GDPR Compliance
For users in the European Union or United Kingdom, we comply with GDPR and the UK Data Protection Act 2018.
Consent
By using our Site, you consent to the conditions set out in this Privacy Policy.
You may withdraw consent at any time by contacting our data protection officer at:
📩 info@amtaxplan.com
Legal Basis for Processing
We only collect and process data when we have a legal basis under Article 6 of the GDPR. This includes:
User consent
Legitimate interests (such as sending event reminders or follow-up emails)
Personal Data We Collect
Automatically Collected Data:
IP address & location
Clicked links
Pages visited
Voluntarily Submitted Data:
Name
Email address
Phone number
Other form-based inputs
How We Use Personal Data
We use personal data to:
Send reminders or confirmations for consultations, calculators, or webinars
Share educational or promotional information related to retirement planning
Analyze website performance and improve user experience
Who We Share Data With
Internal Staff:
Only authorized team members who need access to data to fulfill services.
Third Parties (when necessary):
Marketing partners (for targeted advertising)
Service providers (e.g. email delivery platforms)
We never sell your data.
Data Retention
We retain data only as long as needed to fulfill its purpose. You will be notified if data is retained longer.
Data Protection
We use secure server infrastructure and encryption protocols to protect your data. However, no internet-based system is completely secure.
Your Rights Under GDPR
Right to be informed
Right to access
Right to correct
Right to delete
Right to restrict processing
Right to data portability
Right to object
Children’s Privacy
We do not knowingly collect data from children under 16. If we learn we have, we will delete it promptly.
How to Access, Modify, or Delete Your Data
Contact our Data Protection Officer at:
📩 info@amtaxplan.com
Do Not Track Notice
Our Site does not respond to browser-based Do Not Track (DNT) signals.
Opt-Out Options
Email: Click “unsubscribe” in any email we send
SMS: Reply “STOP” to opt out
Cookies
We use cookies to improve your experience:
Functional cookies to remember form selections
Analytics cookies to understand site usage
Targeting cookies for personalized messaging
Third-party cookies for advertising platforms
Policy Updates
We may update this Privacy Policy periodically. The most recent version will always reflect the current effective date. Major changes may be communicated via email.
Complaints
If you have concerns about how we process your data, contact us first:
📩 info@amtaxplan.com
You may also file a complaint with your local data protection authority.
Contact Information
If you have questions about this Privacy Policy, please contact:
Data Protection Officer
📩 info@amtaxplan.com
📞 (888) 500-8630