Privacy Policy
Last Updated: 01-31-2026

Advanced Wealth & Retirement Planning Concepts, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website, register for our webinars, complete our forms, or communicate with us by phone, email, or text message.

1. Information We Collect

We may collect personal information including, but not limited to:

• Name

• Email address

• Phone number

• Mailing address

• Financial or retirement-related information (when voluntarily provided)

• Any information you submit through our forms or communications

2. How We Use Your Information

We use your information to:

• Provide services and educational resources

• Register you for webinars and events

• Send appointment confirmations and reminders

• Send informational and promotional communications

• Respond to inquiries

• Improve our services and website

• Comply with legal requirements

3. SMS and Text Messaging

By providing your phone number, you consent to receive automated and non-automated text messages from Advanced Wealth & Retirement Planning Concepts, LLC.

These messages may include:

• Webinar reminders

• Appointment confirmations

• Follow-up communications

• Promotional and informational messages

Message and data rates may apply.
You may opt out at any time by replying STOP.
For help, reply HELP.

Consent to receive text messages is not a condition of purchase.

4. Information Sharing & Mobile Data We do not sell, rent, or trade your personal information. While we may share general information with trusted third-party service providers who assist us in operating our business, this excludes mobile number originating opt-in data and consent; this information will not be shared with any third parties for any reason.

5. Data Security

We implement reasonable security measures to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

6. Cookies and Tracking

Our website may use cookies and similar technologies to enhance user experience and analyze website performance.

You may adjust your browser settings to refuse cookies if you prefer.

7. Your Rights

You may request to:

• Access your personal information

• Correct inaccurate data

• Delete your information

• Withdraw consent for communications

To make a request, contact us using the information below.

SMS Messaging & Mobile Information

By providing your mobile phone number and opting in through our website, forms, or other communication channels, you consent to receive recurring automated and non-automated text messages from Advanced Wealth & Retirement Planning Concepts, LLC. These messages may include webinar reminders, appointment confirmations, follow-up communications, educational content, and promotional messages.

Message and data rates may apply. Message frequency may vary. Consent to receive text messages is not a condition of purchase.

You may opt out of receiving text messages at any time by replying STOP to any message. For assistance, reply HELP.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page.

9. Contact Information

Advanced Wealth & Retirement Planning Concepts, LLC
Website: https://awrpc.com
Phone: 1 (800) 348-4221
Email: info@advancedwealthllc.com