Million Dollar Dad — Privacy Policy

Who we are

Million Dollar Dad (“we,” “us,” or “our”) is a financial education and retirement planning program. This Privacy Policy explains what information we collect through this website (milliondollarfamilyplan.com), our Million Dollar Dad social media pages, and our advertising on platforms such as Facebook and Instagram (Meta), and how we use and protect it.

Information we collect

We collect information you choose to give us and limited technical information collected automatically:

• Information you provide — your name, email address, phone number, state of residence, and any details you share when you fill out a form, respond to an advertisement (including Meta lead forms), request information, book an appointment, or contact us.
• Information collected automatically — IP address, browser and device type, pages visited, and interactions with our ads and website, collected through cookies and similar technologies, including the Meta Pixel.

We do not ask for, and you should not submit, Social Security numbers, account numbers, or other sensitive financial credentials through this website or our advertisements.

How we use your information

• To respond to your inquiry and contact you about retirement planning, life insurance, and related financial education and services you have expressed interest in;
• To schedule and confirm appointments you request;
• To send you information and marketing communications you have opted into (you may opt out at any time);
• To measure and improve our website and advertising;
• To comply with legal and regulatory obligations.

Facebook, Instagram, and other advertising platforms

Our advertising runs on Meta platforms (Facebook and Instagram). If you interact with a Meta lead advertisement, the information you submit is delivered to us by Meta and is also processed by Meta under its own Privacy Policy. We may use the Meta Pixel and similar tools so that Meta can help us measure ad performance and show our ads to people likely to be interested in them (including custom and lookalike audiences). You can manage your ad preferences in your Facebook settings at any time.

How we share information

We do not sell your personal information. We share it only with:

• Service providers who help us operate this website, our scheduling, our customer relationship tools, and our advertising, and who may use it only to provide those services to us;
• Licensed financial professionals who work with our program, so they can respond to your request;
• Authorities, when required by law, regulation, or legal process.

Cookies

This website and our advertising use cookies and similar technologies for functionality and measurement, including the Meta Pixel described above. Most browsers let you refuse or delete cookies in their settings; doing so may affect how the website works.

Your choices and rights

• Opt out of marketing — use the unsubscribe link in any email, reply STOP to any text message, or contact us using the details below.
• Access, correction, and deletion — you may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it, subject to legal record-keeping requirements. Depending on your state of residence (including California, Colorado, Connecticut, Texas, Utah, and Virginia, among others), these may be legal rights. We honor such requests regardless of where you live, and we will not discriminate against you for exercising them.

To exercise any of these choices, contact us at [email protected] or (937) 554-7126. We may need to verify your identity before acting on a request.

Children’s privacy

This website and our programs — including any content about saving or planning for a child’s future — are directed to adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has provided us personal information, contact us and we will delete it.

Data retention and security

We keep personal information only as long as needed for the purposes above and as required by law, and we use reasonable administrative, technical, and physical safeguards to protect it. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Links to other sites

Our website and pages may link to third-party sites, including scheduling tools and social platforms. Their privacy practices are governed by their own policies, which we encourage you to read.

Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be posted at this address with its effective date. Material changes will be reflected by a new effective date.

Contact us

Million Dollar Dad
Email: [email protected]
Phone: (937) 554-7126