LaVista Planning Group
Effective Date: July 3, 2026
LaVista Planning Group ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit lavistaplanning.com.
Information We Collect: We may collect information you voluntarily provide through contact forms, email inquiries, or scheduled consultations, including your name, email address, phone number, and details about your retirement, income, insurance, or health-coverage needs. We may also collect non-identifying analytics data such as browser type, device information, and pages visited.
How We Use Information: We use the information to respond to inquiries, provide retirement and income planning and insurance guidance, communicate with you about your options, improve our website, and comply with legal obligations.
Sharing of Information: We do not sell your personal information. We may share limited information with trusted service providers and insurance carriers as needed to provide requested services, and as required by law.
Data Security: We use reasonable administrative and technical safeguards to protect information submitted through our website. No method of transmission over the internet is 100% secure.
Your Choices: You may request access, correction, or deletion of your personal information by contacting us through lavistaplanning.com.
Updates: We may update this Privacy Policy from time to time. The latest version will always be posted on this page.