Privacy Policy
1. Introduction
Independent Planning Group (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website iplanninggroup.com.
2. Information We Collect
We may collect the following types of personal information:
Personal Identifiers: such as your name, email address, phone number, or mailing address when you voluntarily provide it via contact forms or newsletters.
Financial Information: If applicable, when you apply for financial products or services.
Automatically Collected Data: including IP address, browser type, device information, and usage patterns through cookies and analytics tools.
3. How We Use Your Information
We use the information we collect to:Provide and manage financial services;
Respond to inquiries and customer service requests;
Improve our website and services;
Send you marketing or informational communications, if you’ve opted in;
Comply with legal and regulatory obligations.
4. Sharing Your Information
We do not sell your personal data. We may share information with:Third-party service providers (e.g., CRM, analytics, email marketing platforms);Legal or regulatory authorities when required;Other entities with your explicit consent.
5. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance user experience, track site usage, and tailor marketing. You may disable cookies through your browser settings, though this may affect certain functionalities.
6. Data Security
We use administrative, technical, and physical safeguards to protect your personal information. However, no online transmission is 100% secure.
7. Your Rights and Choices
Depending on your location, you may have rights regarding your personal data, such as:Accessing or correcting your information;Requesting deletion;Opting out of marketing communications.Please contact us at cemerson@iplanninggroup.com to exercise these rights.
8. Third-Party Links
Our site may contain links to third-party sites. We are not responsible for their privacy practices or content.
9. Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page.
10. Contact Us
If you have questions about this Privacy Policy, contact us at:
Independent Planning Group
2430 Caffey Street
Hernando, MS 38632
662.429.0040
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Securities, Investment Advisory and Financial Planning Services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 5100 Poplar Ave, Suite 2300 Memphis, TN 38137, 901-748-8888.
Neither MML Investors Services [or MM if appropriate] nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.