The short version: We collect only what you give us (name, email, phone, financial details you enter). We use it to help you plan your retirement and to contact you if you ask us to. We never sell your data. Period.
1. Who We Are
WealthVision ("we," "us," or "our") operates the website at test.wealthvisionpro.ai. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our retirement analysis tool and website.
2. Information We Collect
Information You Provide Directly
When you use our retirement analysis tool, you may voluntarily provide:
Personal details: First name, age, state of residence, spouse information
Financial information: Account balances (401k, IRA, Roth, brokerage, savings), income sources, desired retirement income, retirement age
Contact information: Email address, phone number (only if you request a consultation)
Preferences: Your retirement needs, fears, dreams, and ideal retirement description
Important: Your financial data is processed entirely in your browser. We do not store account balances or financial details on our servers. The only data transmitted to us is what you explicitly submit through the contact form or PDF request.
Information Collected Automatically
When you visit our website, we may automatically collect:
Analytics data: Pages viewed, time spent, device type, browser, operating system
Cookies and tracking: We use Google Analytics 4 and Meta Pixel (Facebook) to understand how visitors use our tool (see Section 5)
Referral data: How you found us (search engine, social media, ad campaign) via UTM parameters
Local storage: Your progress through the tool is saved in your browser's local storage so you can resume if you close and reopen the page
3. How We Use Your Information
Data
Purpose
Name, age, state
Personalize your retirement analysis and tax calculations
Financial information
Generate your income gap, tax burden, and fee analysis (processed in your browser only)
Email, phone
Contact you for a consultation only if you request one; send your PDF report
Analytics data
Improve our tool, understand which features are most helpful
UTM/referral data
Understand which marketing channels are effective
4. How We Share Your Information
We do not sell, rent, or trade your personal information. We may share data with:
Service providers: EmailJS (email delivery), Google Analytics (analytics), Meta/Facebook (advertising analytics)
Financial advisors: If you request a consultation, we share your contact information and analysis summary with a licensed financial professional who will reach out to you
Legal requirements: We may disclose information if required by law, subpoena, or to protect our rights
5. Cookies & Tracking Technologies
We use the following tracking technologies:
Technology
Provider
Purpose
Duration
Google Analytics 4
Google
Website usage analytics
Up to 14 months
Meta Pixel
Facebook/Meta
Ad performance tracking
Up to 90 days
Local Storage
Your browser
Save your progress
Until you clear it
You can manage cookies through our cookie consent banner, which appears on your first visit. You can also:
Clear local storage: Use your browser's "Clear Site Data" function
6. Data Security
We take reasonable measures to protect your information:
HTTPS encryption on all pages
Financial calculations run entirely in your browser (client-side)
We do not store passwords, Social Security numbers, or account login credentials
Email notifications are sent via encrypted channels (EmailJS with TLS)
However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.
7. Your Rights
All Users
Access: Request a copy of the personal data we hold about you
Deletion: Request we delete your personal data
Correction: Request we correct inaccurate data
Opt-out: Decline cookies via the consent banner; unsubscribe from any emails
California Residents (CCPA)
Under the California Consumer Privacy Act, you have additional rights including:
Right to know what personal information is collected and how it's used
Right to delete personal information
Right to opt-out of the sale of personal information (we do not sell your data)
Right to non-discrimination for exercising your privacy rights
European Users (GDPR)
If you are in the European Economic Area, you have rights under GDPR including data portability, restriction of processing, and the right to lodge a complaint with a supervisory authority.
8. Data Retention
Browser data (local storage): Retained until you clear it or start a new analysis
Contact information: Retained for up to 24 months after last contact, then deleted
Analytics data: Google Analytics retains data for 14 months; Meta Pixel retains data for 90 days
9. Children's Privacy
Our service is not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us and we will delete it promptly.
10. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites. We encourage you to read their privacy policies.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Your continued use of the website after changes constitutes acceptance of the updated policy.
12. Contact Us
If you have questions about this Privacy Policy or want to exercise your rights, contact us at: