Effective Date: December 1 2024
Company Name: Generational Wealth Plan by Traveling Investor LLC
Contact Person: Nizan Mosery
Phone: (786) 723-7709
Email: team@generationalwealthplan.org
Address: 1110 Brickell Ave, Suite 509, Miami FL 33131
Website: www.generationalwealthplan.org
At Generational Wealth Plan by Traveling Investor LLC, your privacy is our priority. This Privacy Policy outlines how we collect, use, protect, and manage your personal information when you visit our website, communicate with us, or use our financial advisory services. By using our website and services, you agree to the practices described in this policy.
1. Information We Collect
We collect personal information to provide you with tailored financial services. The types of personal information we may collect include:
Contact Information: Name, email address, phone number, mailing address
Financial Information: Income, assets, debts, and financial goals
Other Information: Details you voluntarily provide when using our services or communicating with usWe may also collect data automatically through cookies and similar tracking technologies when you visit our website. This may include your IP address, browser type, and pages viewed.
2. How We Use Your InformationWe use your personal information for the following purposes:To provide personalized financial advice and services tailored to your needsTo communicate with you regarding your inquiries, appointments, or ongoing financial planningTo process transactions and manage your financial accountsTo improve our website, products, and servicesTo comply with legal obligations
3. Information SharingWe do not sell or rent your personal information to third parties. However, we may share your information with trusted partners or service providers to help us deliver our services (e.g., for investment management or legal compliance). These parties are required to protect your information and only use it for the intended purpose.We may also disclose your personal information if required by law, legal process, or to protect the rights and safety of our company, clients, or others.
4. Data SecurityWe take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. Our security protocols include encryption, secure servers, and access controls. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
5. Your ChoicesYou have the right to:Access, update, or correct your personal informationRequest the deletion of your personal informationOpt out of marketing communicationsLimit the sharing of your personal information with third partiesTo exercise these rights, please contact us at team@generationalwealthplan.org or call (786) 723-7709.
6. Cookies and Tracking Technologies
We use cookies and similar technologies to improve your experience on our website and understand how our services are used. You can control cookie settings through your browser, but disabling cookies may affect certain website features.
7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before providing personal information.
8. Children’s Privacy
Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If we learn that we have collected information from a child under 18, we will take steps to delete it promptly.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. Any changes will be posted on this page, and the updated policy will include a new effective date.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:
Generational Wealth Plan by Traveling Investor LLC
Contact Person: Nizan Mosery
Phone: (786) 723-7709
Email: team@generationalwealthplan.org
Address: 1110 Brickell Ave, Suite 509, Miami FL 33131
