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Privacy Policy

Last updated: October 7, 2026

1. Introduction

Plan Wise Finance (“Plan Wise Finance,” “we,” “us,” or “our”) respects your privacy and is committed to protecting information you provide through this website and our services. This Privacy Policy explains what information we collect, how we use it, when it may be shared, and choices available to you.

2. Information We Collect

We may collect information you submit through consultation, contact, application, and newsletter forms, including name, email address, telephone number, date of birth, service interests, messages, and other information you voluntarily provide. We may also collect technical information such as browser type, device information, approximate location, pages visited, and website interaction data.

3. How We Use Information

  • Respond to inquiries and schedule consultations.
  • Evaluate and facilitate requested financial, lending, insurance, or investment services.
  • Communicate about requested services, account matters, updates, and consent-based marketing.
  • Improve website performance, security, usability, and customer experience.
  • Meet legal, regulatory, fraud-prevention, recordkeeping, and compliance obligations.

4. Information Sharing

We do not sell personal information. Information may be shared with service providers, technology vendors, lenders, insurers, custodians, professional advisers, regulators, or other parties when reasonably necessary to provide requested services, operate the website, protect users, or satisfy legal obligations. Third parties may have their own privacy policies.

5. Financial and Sensitive Information

Do not submit passwords, full account credentials, Social Security numbers, payment-card numbers, or other highly sensitive information through ordinary website forms unless a secure process specifically requests it. Financial products and services may require additional disclosures and secure verification.

6. Cookies and Analytics

We may use cookies or similar technologies for essential functionality, preferences, security, and analytics. You can manage many cookie settings through your browser. Disabling certain cookies may affect site functionality.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. No internet transmission or storage system can be guaranteed completely secure.

8. Your Choices and Rights

Depending on applicable law, you may request access, correction, deletion, or information about processing of your personal information, and you may opt out of marketing communications. Requests can be submitted using the contact information below. We may need to verify your identity before completing a request.

9. Marketing Communications

You can unsubscribe from promotional emails by using the unsubscribe mechanism in the message. Service-related communications may still be sent when necessary to fulfill a requested service or transaction.

10. Children’s Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

11. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for their privacy practices, security, or content.

12. Changes to This Policy

We may update this policy from time to time. The revised version will be posted on this page with a new effective or update date.

13. Contact

Plan Wise Finance
2995 Talbot St, Las Vegas, Nevada 89109, USA
Phone: (702) 369-7177
Email: info@planwisefinance.info

Plan Wise Finance

Since 2022, Plan Wise Finance has helped thousands of Americans secure loans, protect assets, and grow wealth with fiduciary-grade advice. Headquartered in Las Vegas, serving all 50 states.

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