Effective Date: 9/16/25
North Shore Planning Group (“Company,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://northshoreplanninggroup.com, communicate with us, or use our services.
We may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, and other information you voluntarily provide.
Financial/Service-Related Information: Information you provide to receive financial planning services, including income, investment preferences, and retirement goals.
Technical Information: IP address, browser type, device information, and website usage data collected through cookies and analytics tools.
We may use the information we collect to:
Provide, manage, and improve our financial planning services.
Communicate with you regarding inquiries, appointments, or updates.
Send newsletters, updates, and marketing materials (if you opt in).
Ensure compliance with legal and regulatory obligations.
We do not sell or rent your personal information. We may share information in the following limited circumstances:
Service Providers: With trusted third parties who assist us in delivering our services.
Legal Obligations: If required by law, regulation, or legal process.
Business Transfers: In the event of a merger, acquisition, or sale of assets.
Our website may use cookies and similar technologies to enhance your browsing experience, analyze traffic, and personalize content. You can control cookie preferences through your browser settings.
We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or storage system is completely secure.
Depending on your location, you may have rights to:
Access, update, or correct your personal information.
Request deletion of your personal information.
Opt out of receiving marketing communications.
To exercise these rights, please contact us at andy.watson1654@gmail.com.
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised “Effective Date.”
If you have questions or concerns about this Privacy Policy or our practices, please contact us at:
North Shore Planning Group
Website: https://northshoreplanninggroup.com
Email: andy.watson1654@gmail.com
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