Privacy Policy
This Privacy Policy ("policy") applies to Keystone Planning Partners ("company") and governs data collection and usage. The company is committed to protecting your privacy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our website, capitalplanninggroup.com. Please note this policy does not apply to information collected through third-party websites or services that you may access through the website.
Please review this policy carefully to understand our policies and practices regarding your information and how we treat it.
By visiting or using the website, you consent to our collection, use and disclosure practices, and other activities as described in this policy. This policy may change from time to time (see "Updates to Our Privacy Policy"). Your continued use of this website is deemed an acceptance of any changes, so please check this policy regularly for updates.
Information We Collect
We may collect the following types of personal information:
Personal Identifiers: Such as your name, email address, phone number, or mailing address when you voluntarily provide it via contact forms or newsletters.
Financial Information: If applicable, when you apply for financial products or services.
Automatically Collected Data: Including IP address, browser type, device information, and usage patterns through cookies and analytics tools.
How We Use Your Information
Whether we collect certain types of information and how we process it depends on how you use and access our services. We use the information we collect to:
Provide and manage financial services; Respond to inquiries and customer service requests; Improve our website and services; Send you marketing or informational communications, if you have opted in; Comply with legal and regulatory obligations.
Sharing Your Information
We do not sell your personal data. We may share information with: Third-party service providers (e.g., CRM, analytics providers, email marketing platforms); Legal or regulatory authorities when required; Other entities with your explicit consent.
Cookies and Tracking Technologies
We use cookies and similar technologies to enhance user experience, track site usage, and tailor marketing. You may disable cookies through your browser settings, though this may affect certain functionalities.
Data Security
We use administrative, technical, and physical safeguards to protect your personal information. However, no online transmission is 100% secure.
Your Rights and Choices
Depending on your location, you may have rights regarding your personal data, such as: Accessing or correcting your information; Requesting deletion; Opting out of marketing communications. Please contact us to exercise these rights.
Third-Party Links
Our site may contain links to third-party sites. We are not responsible for their privacy practices or content.
Updates to Our Privacy Policy
We may update this policy from time to time due to service changes or new regulatory requirements. Changes will be posted on this page noting the last modified/effective date.
Contact Us
If you have questions regarding this policy, contact us at:
Keystone Planning Partners
618 Oakleaf Office Lane, Suite 300
Memphis, Tennessee 38117
Phone: (901) 322-9109
Last modified: 7/8/2025