Creative Planning Privacy Policy

When you submit a request form on this website, Creative Planning collects the information you enter: your name, email address, phone number, ZIP code and approximate investable assets. Creative Planning also collects routine technical information about your visit: your browser type, pages viewed and the referring website.

Creative Planning uses the information you provide to respond to your request, contact you about your situation, determine whether its services may be a fit for you, improve the website and its communications, and comply with applicable law.

By providing a phone number, you agree that Creative Planning may contact you by phone call or text message in response to your request. Standard carrier message and data rates may apply. You may opt out of text messages at any time by replying STOP or by notifying Creative Planning through the request form that you no longer wish to receive messages.

You may request access to, correction of or deletion of your personal information, or ask Creative Planning to stop contacting you. Some residents in certain states have additional privacy rights. Submit any such request through the form on this website. Creative Planning will respond as the law requires.

This website does not use cookies for advertising or to track your activity across other websites, and does not sell your browsing data. The browser's local storage records the first page you visit, the website that referred you and your most recent calculator result—this information is only sent to Creative Planning if you submit a request form. The hosting and security provider may place a strictly necessary cookie to prevent automated traffic. You may delete cookies and site data at any time through your browser settings.

Creative Planning uses reasonable safeguards to protect personal information from unauthorized access, alteration and disclosure. No method of transmission over the internet is completely secure, and Creative Planning cannot guarantee absolute security.

Creative Planning may update this privacy policy at any time. The current version is always available on this page. Your continued use of the website after an update means you accept the new policy.

Creative Planning, Inc., 539 11th Avenue South, Naples, FL 34102, United States.