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Effective Date: 3/1/2025
Last Updated: 3/1/2025

Stephens Planning (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you visit our website [https://stephensplanning.com/] (“Website”). By using our Website, you consent to the practices described in this policy.

1. Information We Collect

We collect different types of information to enhance your experience and improve our services. This includes:

1.1. Personal Information

We may collect personal information that you voluntarily provide when using our Website, including but not limited to:

  • Full Name
  • Email Address
  • Phone Number
  • Mailing Address
  • Company Name (if applicable)
  • Any other details you provide via contact forms, email correspondence, or service inquiries

1.2. Automatically Collected Information

When you visit our Website, we automatically collect certain information about your device and browsing behavior, including:

  • IP Address
  • Browser Type and Version
  • Device Type and Operating System
  • Referring and Exit Pages
  • Date and Time of Visit
  • Clickstream Data and Interaction with Website Features
  • Time Spent on Each Page
  • Geographic Location (Approximate, based on IP Address)

1.3. Cookies and Tracking Technologies

We use cookies, web beacons, and other tracking technologies to gather information about your browsing activity. This includes:

1.3.1. Google Analytics

We use Google Analytics to understand how visitors interact with our Website. This tool collects data such as:

  • Pages visited
  • Time spent on each page
  • Traffic sources (e.g., search engines, social media, direct visits)
  • Device and browser details
  • User demographics and interests (if available)

You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on available here.

1.3.2. Facebook Pixel

We use Facebook Pixel to track user interactions on our Website and serve relevant advertisements. Facebook may collect:

  • Your interaction with our Website
  • Your engagement with our ads
  • Data from your Facebook profile (if applicable)

To adjust your Facebook ad preferences, visit Facebook Ad Settings.

2. How We Use Your Information

We use the collected data for the following purposes:

  • Service Delivery: To provide, manage, and personalize our services.
  • Communication: To respond to inquiries, send confirmations, or provide customer support.
  • Marketing and Advertising: To send promotional materials, special offers, and retargeted ads (if you opt-in).
  • Website Optimization: To improve user experience, diagnose issues, and analyze trends.
  • Security: To detect fraudulent activity, enhance cybersecurity, and protect user data.
  • Legal Compliance: To comply with applicable laws, regulations, and law enforcement requests.

3. How We Share Your Information

We do not sell your personal data. However, we may share information in the following scenarios:

  • Third-Party Service Providers: We may partner with vendors that provide analytics, marketing, and operational support.
  • Advertising Platforms: We share data with advertising partners such as Google and Facebook to improve marketing efforts.
  • Legal and Compliance Requirements: If required by law, we may disclose information to law enforcement agencies or legal authorities.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred to the acquiring entity.

4. Your Privacy Choices and Rights

You have control over how your personal data is used. Your rights include:

4.1. Opt-Out of Marketing Communications

You can unsubscribe from our marketing emails by clicking the “unsubscribe” link in any email we send or by contacting us directly.

4.2. Disable Cookies

Most web browsers allow you to manage cookie preferences. You can block or delete cookies through your browser settings.

4.3. Manage Ad Preferences

You can manage personalized advertising settings through:

4.4. Request Data Access, Correction, or Deletion

You have the right to:

  • Request access to your personal data.
  • Request correction of inaccurate or incomplete data.
  • Request deletion of your data (subject to legal obligations).

To exercise these rights, contact us at [Insert Contact Email].

5. Data Security Measures

We implement industry-standard security measures to protect your personal data. These include:

  • Encryption: Secure encryption protocols for data transmission.
  • Access Controls: Restricted access to personal data based on need-to-know basis.
  • Regular Security Audits: Routine assessments to identify vulnerabilities and strengthen security.

While we take reasonable precautions, no method of data transmission over the internet is 100% secure. Users are encouraged to take additional measures, such as using strong passwords and avoiding public Wi-Fi for sensitive transactions.

6. Third-Party Links and External Sites

Our Website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage users to review the privacy policies of third-party websites before providing personal information.

7. Children’s Privacy

Our Website is not intended for children under the age of 13. We do not knowingly collect or store personal information from children. If we become aware that a child has provided personal data, we will take immediate steps to delete it.

8. International Data Transfers

If you are accessing our Website from outside the United States, please note that your data may be transferred, stored, and processed in the United States, where privacy laws may differ from those in your country. By using our Website, you consent to this transfer.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated “Last Updated” date. We encourage you to review this page regularly to stay informed about how we collect and use your information. Continued use of our Website constitutes acceptance of the updated policy.

10. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Stephens Planning
219 Eastgate Plaza
East Alton, IL
62024
[email protected]
618-551-0028

By using our Website, you agree to this Privacy Policy. If you do not agree, please discontinue use of our Website.

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P: 618-551-0028

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East Alton

219 Eastgate Plaza
East Alton, IL
62024

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Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services are offered through Fusion Capital Management, an SEC-registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Fusion and Stephens Planning are separate and independent entities from Peak Brokerage Services, LLC.