Privacy Policy

Our Commitment to Protect your Privacy
Creative Planning Legal, P.A. (“Creative Planning,” “we,” “us,” or “our”) maintains physical, electronic, and procedural safeguards to protect its clients’ nonpublic personal information (“Personal Information”) and “Personal Data.” For the purposes of this policy, “personal data” means information that can directly or indirectly, identify an individual person and specifically includes, but is not limited to, a client’s name, address, birthdate, social security number, bank account number(s), tax identification number and other government-issued identification numbers, forms and documents a client sends to us, and any other information about a client’s transactions with us.

This policy shall also include “Personal Data” that we collect on our firm’s website (“Site”), such as cookies. Through this policy and its underlying procedures, Creative Planning attempts to secure the confidentiality of client records and information and protect against anticipated threats or hazards to the security or integrity of client records and information.

You can find out more about Creative Planning Legal at www.creativeplanninglegal.com or by contacting us using the information in the contact us section.

How and What Type of Personal Information We Collect
To conduct regular business, Creative Planning may collect personal information from sources such as:

Personal Information reported by the client on applications or other forms the client provides to the firm;

Personal Information about the client’s transactions implemented by the firm or others; and

Personal Information collected on our website such as cookies.

To administer, manage, service, and provide related services for clients, it is necessary for Creative Planning to provide access to client information within the firm and, in certain cases and subject to consent by the client, to other parties

How We Use Your Personal Information
Creative Planning will only use your Personal Information for the purpose of providing services to you, including, but not limited to: (1) to monitor, audit, evaluate and otherwise administer our services; (2) to communicate with you; (3) in an effort to protect against fraud and identity theft; (4) comply with applicable legal requirements and our policies and terms; and (5) for other purposes as required or authorized by law, including other purposes for which you have provided your consent.

Lawful Basis to Process Your Personal Information
To lawfully process your Personal Information, Creative Planning retains one or more of the following lawful bases: (1) your voluntary consent in connection to providing you with Creative Planning’s services; and (2) as necessary to comply with applicable rules, laws, and regulations.

Your Rights and Limits on Sharing
In terms of your rights, to the extent permitted by applicable law, you may request: (1) to have your Personal Information corrected; (2) to opt out of receiving marketing communications at any time; (3) to file a complaint with an applicable government regulator; (4) to access the Personal Information Creative Planning holds about you; (5) to restrict or object to the processing of your Personal Information, or request that your Personal Information is erased; (6) to receive a copy of the Personal Information you have provided to Creative Planning, in a structured, commonly used format (known as “data portability”); (7) have a copy of your Personal Information provided to you or another controller where technically feasible; and (8) to withdraw your consent to Personal Information that you provided to us voluntarily, or otherwise consented to its use.

To the extent U.S. Federal laws apply to your Personal Information, you have the right to limit only: (i) sharing for affiliates’ everyday business purposes; (ii) affiliates from using your Personal Information to market to you; and (iii) sharing for nonaffiliates to market to you. U.S. state laws and individual companies may give you additional rights to limit sharing.

Creative Planning may share your Personal Information for its everyday business purposes such as providing you services or responding to court orders and legal investigations. For these types of purposes, you cannot limit sharing. We do not use your Personal Information to market our services to you. Moreover, Creative Planning does not share your Personal Information with “nonaffiliated” companies for marketing purposes or for “joint marketing” purposes as those terms are defined under applicable U.S. Federal law.

As discussed above, we will endeavor to ensure your Personal Information is kept accurate, complete, up to date and relevant. Please let us know if any of your details change. If you feel your Personal Information is not accurate, complete or up to date, please notify us and we will take reasonable steps to ensure it is corrected. Additionally, you have the right to know what kind of information we collect and retain about you, to have reasonable access to it and to request a copy of it. You can contact us to request this information using the details listed below.

In accordance with the foregoing, Creative Planning may take steps to verify your identity before granting you access to your Personal Information.

How We May Share Your Personal Information with Third Parties
Creative Planning does not disclose any nonpublic personal information about a client or former client to anyone, except as consented to by the client or former client and as required by law, such as in response to subpoenas. In the event that the firm has a change to its privacy policy that would allow it to disclose non-public information not covered under applicable law, the firm will allow its clients the opportunity to opt out of such disclosure.

How Long We Retain Your Personal Information
To the extent permitted by applicable law, Creative Planning retains your Personal Information for the period necessary to serve the purposes for which Creative Planning obtained it. Creative Planning may also retain your Personal Information beyond such period in accordance with applicable laws, regulations, or another lawful basis.

How We Maintain Accuracy of Your Personal Information
Creative Planning will endeavor to ensure your Personal Information is kept accurate, complete, up to date and relevant. Please let Creative Planning know if any of your details change. If you feel your Personal Information is not accurate, complete or up to date, please notify us and we will take reasonable steps to ensure it is corrected. You can contact us in the Contact Us section below.

Former Clients
Even if we cease to provide you with services, our Privacy Policy will continue to apply to you and we will continue to treat your nonpublic information with strict confidentiality.

Changes to this Policy
As noted above, in the event that the firm has a change to its privacy policy that would allow it to disclose non-public information not covered under applicable law, the firm will allow its clients the opportunity to opt out of such disclosure.

Contact Us
Should you have any questions regarding the above, please contact:
Creative Planning Legal, P.A.
5454 W 110th Street
Overland Park, KS 66211
Phone: 1.913.327.9455
Email: [email protected]

Website Appendix
Security
As our Site is linked to the internet, and the internet is inherently insecure, we cannot provide any assurance regarding the security of transmission of Personal Information you communicate to us online. We also cannot guarantee that the Personal Information you supply will not be intercepted while being transmitted over the internet. Accordingly, any Personal Information or other information which you transmit to us online is transmitted at your own risk.
Links to Third-Party Websites
As a convenience to you, Creative Planning may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving our Site.
Creative Planning has no control over third party websites, their content, or security. Accordingly, when you access these third party websites it is at your own risk. We encourage you to read the associated privacy policies by such third party websites to learn more about their data privacy management practices. Creative Planning may, in its sole discretion, block links to our Site without prior notice.
Cookies
We may use “cookies” to help us tailor our Site to better suit your needs (for example, we may use cookies to enable us to save any personal preferences indicated by you) and to provide a more effective route to various components of our Site.
Do We respond to Do Not Track Signals?
Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers and is a way for users to inform websites and services that they do not want certain information about their webpage visits collected over time and across Sites or online services.
We do not track users across time or over multiple websites, we do not receive, or respond to, browser do-not-track signals or other similar mechanisms. However, some third party sites do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you.
To learn more about setting up a Do Not Track signal, please visit https://allaboutdnt.com/.
Children
Our Site is not directed to children under the age of 18 years. By using our Site, you represent and warrant that you are at least 18 years old.
We respect the privacy of children and do not knowingly collect or retain personally identifiable information or “Personal Data” from children under the age of 18 through this web site. However, we may process personal data, on a child’s behalf, with permission from the parent or guardian.
To the extent we have unintentionally collected any Personal Data on our Site from a person under the age of 18 years old, you may request and obtain removal of this Personal Data. To make such a request, please send an email with a detailed description of the specific content or information to the e-mail address noted in the Contact Us section above.
Please be aware that such a request does not ensure complete or comprehensive removal of the content or information you have posted and that there may be circumstances in which the law does not require or allow removal even if requested.