Privacy Policy

Planforge Consulting Privacy Policy

Effective Date: October 26, 2023

This Privacy Policy describes how Planforge Consulting collects, uses, and protects your personal information. By using our website or services, you consent to the practices described in this policy.

1. Information We Collect

We may collect personal information such as your name, email address, phone number, and business information when you contact us, request information, or use our services. We may also collect information about your interactions with our website.

2. Use of Information

We use the information we collect to provide you with our services, respond to your inquiries, and improve our website and services. We may also use your information to send you important updates and information related to your account.

3. Sharing of Information

We do not sell or share your personal information with third parties for their marketing purposes. We may share your information with trusted third-party service providers who assist us in providing our services, such as payment processors or email service providers. These providers are obligated to protect your information.

4. Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure.

5. Your Rights

You have the right to access, correct, or delete your personal information. Please contact us at [Phone Number] or [Email Address] to exercise these rights.

6. Children’s Privacy

Our services are not directed to children. We do not knowingly collect personal information from children.

7. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at [Phone Number] or [Email Address].

8. Changes to Policy

We may update this Privacy Policy from time to time. We will post any changes on this page.

Get in Touch

Contact Planforge Consulting

We’re here to help small business owners implement cost-effective 401(k) plans. Schedule a free consultation or submit your last year’s W-2s for a custom quote today.

Schedule a Free Consultation

Discover how much you could save on your retirement plan. Schedule your free consultation now or call us at 214-908-2310.

Submit W-2s or Questionnaire

Upload your last year's W‑2s or fill out our Owner questionnaire to receive a personalized illustration of your potential savings.

Reach Out Directly

Have questions or interested in partnership opportunities? Contact us by email at Partnerships@PlanForge401k.com or complete our 3-minute Partnership Form. We're happy to assist you.