Privacy Policy

Last updated: August 4, 2026

FPP Financial respects your privacy. This Privacy Policy explains what information we may collect through fppfinancial.com, how we may use it and the choices available to you.

INFORMATION YOU PROVIDE

We may collect information that you voluntarily provide when you:

• Submit a contact or inquiry form
• Schedule a consultation
• Request or download an educational resource
• Subscribe to email communications
• Use our website’s chat feature
• Otherwise communicate with us

This information may include your name, email address, telephone number, selected service, appointment information and the content of your message.

Please do not submit Social Security numbers, financial-account credentials, medical records or other highly sensitive information through ordinary website forms, chat or email.

INFORMATION COLLECTED AUTOMATICALLY

When you visit the website, certain technical information may be collected automatically by our website, hosting provider or service providers. This may include your IP address, browser type, device type, operating system, referring page, pages visited, approximate location and date and time of access.

We may use cookies and similar technologies to support website functionality, remember preferences, understand website usage, protect the website and improve visitor experience. You may control or block cookies through your browser settings, although some website features may not function properly afterward.

HOW WE USE INFORMATION

We may use collected information to:

• Respond to questions and requests
• Schedule and manage consultations
• Provide requested guides, scorecards, videos and other educational resources
• Send communications that a visitor has requested or consented to receive
• Operate, maintain, secure and improve the website
• Understand how visitors use the website
• Detect technical problems, misuse or security threats
• Comply with applicable legal and regulatory obligations
• Protect the rights, safety and property of FPP Financial, our visitors and others

EMAIL COMMUNICATIONS

If you subscribe to an email list or request a resource, we may send educational or promotional communications related to retirement planning, estate-planning education, insurance strategies and FPP Financial services.

Marketing emails will include an unsubscribe link. You may unsubscribe at any time by using that link or contacting us. We may still send non-promotional messages necessary to respond to an inquiry or manage an existing relationship.

THIRD-PARTY SERVICES

The website uses or links to third-party services that may collect or process information under their own privacy policies. These services may include:

• MailerLite for email subscriptions, forms and delivery of educational resources
• Calendly for appointment scheduling
• YouTube and Google for embedded videos and links to video content
• EstateDocsPro for access to its independent estate-document platform
• LeadConnector or a related provider for website chat functionality
• Website hosting, security, backup, analytics and technical-service providers

Information entered directly into a third-party service is governed by that provider’s privacy policy and terms. FPP Financial does not control the privacy or security practices of independent third parties.

SHARING OF INFORMATION

We may share information with service providers that perform functions on our behalf, such as website hosting, security, communications, email delivery, scheduling and technical support. These providers receive information only as reasonably necessary to perform their services.

We may also disclose information when required by law, legal process or governmental request, or when reasonably necessary to protect rights, safety, security or property.

FPP Financial does not knowingly sell personal information for monetary consideration.

THIRD-PARTY LINKS

The website contains links to websites and services operated by third parties. A link does not mean that FPP Financial controls or endorses the third party’s privacy practices. Review the privacy policy and terms of any outside website before providing information or using its services.

DATA RETENTION

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, maintain appropriate business records, respond to inquiries and satisfy legal, regulatory or contractual obligations.

DATA SECURITY

We use reasonable administrative and technical measures intended to protect information. However, no website, electronic transmission or storage system can be guaranteed to be completely secure. Visitors provide information electronically at their own risk.

YOUR PRIVACY CHOICES

Depending on your location and applicable law, you may have rights to request access to, correction of or deletion of certain personal information. You may also request to opt out of marketing communications.

To make a privacy request, contact us using the information below. We may need to verify your identity before processing a request. Certain information may be retained when required or permitted by law.

CHILDREN’S PRIVACY

This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has submitted personal information, please contact us so we can review and address the matter.

FINANCIAL, LEGAL AND TAX INFORMATION

Website content is provided for general educational purposes only and is not individualized financial, investment, legal or tax advice. Information submitted through the website does not create an attorney-client, fiduciary or other professional relationship.

CHANGES TO THIS POLICY

We may update this Privacy Policy periodically to reflect changes in our website, services or legal obligations. The updated version will be posted on this page with a revised “Last updated” date.

For questions or privacy requests, contact:

FPP Financial
Dylan Foster
Email: Dylan@FPPFinancial.com
Phone: 602-292-2768
Website: https://fppfinancial.com