At Lineage Guardians Private Wealth and Retirement Planning Strategies (“Lineage Guardians,” “we,” “us,” or “our”), we are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.
Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.
1. INFORMATION WE COLLECT
Information You Provide Directly
We may collect personal information that you voluntarily provide when you:
- Fill out a contact or consultation request form
- Register for a webinar, event, or training session
- Subscribe to our newsletter or email list
- Communicate with us via email, phone, or social media
- Schedule a strategy session or consultation
This information may include your full name, email address, phone number, mailing address, financial goals, and any other information you choose to share with us.
Information Collected Automatically When you visit our website, certain information may be collected automatically including your IP address, browser type, operating system, referring URLs, pages visited, and time spent on each page. This information is collected through cookies and similar tracking technologies.
Information from Third Parties We may receive information about you from third-party sources such as social media platforms, marketing partners, and analytics providers, which we may combine with information we already have about you.
2. HOW WE USE YOUR INFORMATION
We use the information we collect for the following purposes:
- To respond to your inquiries and schedule consultations
- To provide and improve our financial education and planning services
- To send you relevant educational content, newsletters, and updates you have opted into
- To personalize your experience on our website
- To process event registrations and follow up after sessions
- To comply with legal and regulatory obligations
- To protect the security and integrity of our website and business
- To analyze website usage and improve our content and services
- To contact you about services, events, or opportunities that may be relevant to you
We will never sell your personal information to third parties for their own marketing purposes.
3. HOW WE SHARE YOUR INFORMATION
We may share your information in the following limited circumstances:
Service Providers
We may share your information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you — including email marketing platforms, website hosting providers, CRM systems, and scheduling tools. These providers are contractually obligated to keep your information confidential and use it only for the purposes we specify.
Insurance Carriers and Partners
If you engage with us for insurance or financial planning services, relevant information may be shared with licensed insurance carriers, broker-dealers, or financial institutions as necessary to provide those services.
Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities including courts and government agencies.
Business Transfers
In the event of a merger, acquisition, or sale of all or a portion of our assets, your personal information may be transferred as part of that transaction.
With Your Consent
We may share your information for any other purpose with your explicit consent.
4. COOKIES AND TRACKING TECHNOLOGIES
Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors are coming from.
Types of cookies we use:
- Strictly necessary cookies are required for the website to function properly
- Analytics cookies help us understand how visitors interact with our website
- Marketing cookies are used to deliver relevant content and track campaign effectiveness
You may choose to disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.
5. DATA RETENTION
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.
6. DATA SECURITY
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission, secure server infrastructure, and restricted access to personal data.
However, no method of transmission over the internet or electronic storage is one hundred percent secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.
7. YOUR RIGHTS AND CHOICES
Depending on your location, you may have the following rights regarding your personal information:
- The right to access the personal information we hold about you
- The right to request correction of inaccurate or incomplete information
- The right to request deletion of your personal information
- The right to opt out of marketing communications at any time
- The right to request restriction of processing of your information
- The right to data portability
To exercise any of these rights, please contact us at the information provided at the end of this policy. We will respond to your request within thirty days.
Opting Out of Marketing Communications
You may opt out of receiving marketing emails from us at any time by clicking the unsubscribe link in any email we send or by contacting us directly. Please note that even after opting out of marketing communications, we may still send you transactional or service-related communications.
8. THIRD-PARTY LINKS
Our website may contain links to third-party websites, social media platforms, and external resources. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
9. CHILDREN’S PRIVACY
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a minor without parental consent, we will take steps to delete that information promptly.
10. CALIFORNIA PRIVACY RIGHTS
If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to know whether your personal information is sold or disclosed, the right to opt out of the sale of your personal information, and the right to equal service and price even if you exercise your privacy rights.
To submit a California privacy rights request, please contact us.
11. CHANGES TO THIS PRIVACY POLICY
We reserve the right to update this Privacy Policy at any time. When we make changes, we will update the “Last Updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information. Your continued use of our website following the posting of changes constitutes your acceptance of those changes.
12. CONTACT US
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Lineage Guardians Private Wealth and Retirement Planning StrategiesÂ
📧 lineageguardians.marketing@gmail.com
📞 +1 980-350-8216