Privacy Policy | FINANCIAL PLANNING CENTER

Who is responsible

FINANCIAL PLANNING CENTER
4511 Harlem Rd, Amherst, New York 14226, United States
info@fp-center.us

FINANCIAL PLANNING CENTER is responsible for the handling of personal information submitted through this website and related communication channels.

Information we may collect

Contact details you provide, such as name, email address and message content.
Technical information such as IP address, browser type, device data and basic usage information.
Information voluntarily included in inquiries, such as planning objectives, timelines or relevant stakeholders.
Records of communication necessary to respond to inquiries and maintain service continuity.

Why we process information

To respond to inquiries and manage communication.
To operate, secure and improve the website.
To review potential client needs and provide an appropriate response.
To comply with applicable legal, security or record-keeping requirements.

Legal basis

Where applicable, processing may be based on legitimate interests, steps prior to a potential engagement, consent where requested, and compliance with legal obligations.

We process personal information only to the extent necessary for the stated purpose and in a manner consistent with confidentiality and responsible data handling.

Sharing of information

We do not sell personal information. Information may be shared only where necessary with trusted service providers, professional advisers, technology providers or authorities where required by law.

Where information is shared, we aim to limit disclosure to what is necessary for the relevant purpose.

Retention

We retain personal information only for as long as necessary for the purposes described in this policy.

Retention periods may vary depending on communication history, legal requirements, security needs and legitimate business interests.

Your rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

Access to personal information we hold about you.
Correction of inaccurate or incomplete information.
Deletion or restriction of processing where legally available.
Objection to processing or withdrawal of consent where applicable.

To exercise privacy rights, contact us at info@fp-center.us

Security

We use reasonable organizational and technical measures designed to protect personal information against unauthorized access, loss, misuse or alteration. No internet transmission is fully secure, so sensitive information should only be shared after an appropriate communication channel is agreed.

Updates to this policy

This Privacy Policy may be updated from time to time to reflect operational, legal or regulatory changes.

Last updated: May 15, 2026