Financial Planning, Wealth & Tax Advisory

Privacy Policy

Welcome to Assured Concepts Group’s website (the “Site”). We understand the importance of online privacy, especially when conducting business. This statement outlines our privacy practices concerning users of the Site, including those who visit without conducting transactions (“Visitors”) and those who register for business transactions and utilize the various services offered by Assured Concepts Group (collectively, “Services”) (“Authorized Customers”).

Collection of Personally Identifiable Information

“Personally Identifiable Information” refers to any data that can identify, contact, or locate an individual, including but not limited to name, address, phone number, email address, financial profiles, social security number, and credit card information. This definition excludes information collected anonymously or demographic data not associated with an identified individual.

Information We Collect

We may collect basic user profile information from all Visitors. From Authorized Customers, we collect additional information including name, email address, phone number, address, and social media profile information.

Information Collection by Third Parties

In addition to our direct data collection, third-party service vendors such as credit card companies and banks may collect information from our Visitors and Authorized Customers to provide services like credit, insurance, and escrow. We do not control how these third parties use this information but request they disclose their data usage practices.

Use of Personally Identifiable Information

We utilize Personally Identifiable Information to customize the Site, offer suitable service recommendations, and process transactions on the Site. We may also use this information to contact Visitors and Authorized Customers regarding research, purchase/selling opportunities, or responding to inquiries.

Sharing of Information

Personally Identifiable Information about Authorized Customers may be shared with other Authorized Customers evaluating potential transactions. We may share aggregated information about our Visitors, including demographics, with our affiliated agencies and third-party vendors. We provide an “opt-out” option for receiving information from us or agencies acting on our behalf.

Storage of Personally Identifiable Information

We securely store Personally Identifiable Information, restricting access to qualified employees who need it for authorized purposes. Sensitive data, such as credit card numbers or social security numbers, is safeguarded with encryption protocols.

Visitor Choices

Visitors and Authorized Customers can opt out of unsolicited information from us and our vendors/agencies by responding to emails as instructed or contacting us.


Cookies are used to collect information about Visitors’ preferences and selected services. We also employ cookies for security purposes to protect Authorized Customers. Visitors may configure their browsers to refuse cookies, but this might affect some Site features.

Service Provider Cookies

Our service providers may use cookies when visitors access our website. Details about these cookies can be found on our cookies information page.

Usage of Login Information

We analyze login information (e.g., IP addresses, ISPs, browser types, pages visited, date and time) to understand trends, administer the Site, track user activity, and collect demographic data.

Access to Personally Identifiable Information

Certain vendors have access to Personally Identifiable Information on a need-to-know basis to assess service eligibility. Our privacy policy does not cover these vendors’ data collection or use.

Security of Personally Identifiable Information

Our employees adhere to strict security policies and practices. While we take reasonable security measures, we cannot guarantee against errors, tampering, or breaches.

Correction of Inaccuracies

Visitors and Authorized Customers can update or correct their Personally Identifiable Information by emailing us.

Deactivation of Personally Identifiable Information

Upon request, we will deactivate Personally Identifiable Information, with some residual data retention for record-keeping.


Visitors have rights under data protection law, including access, rectification, erasure, and withdrawal of consent.

Children’s Privacy

Our Site does not address children under 18, and we do not knowingly collect their Personally Identifiable Information. If such information is provided, we will delete it.

Compliance With Laws

We disclose Personally Identifiable Information to comply with court orders, subpoenas, or law enforcement requests.

Privacy Policy Changes

We will post changes to our privacy policy on the Site, notifying Visitors and Authorized Customers.


This Site contains links to other websites. We encourage visitors to review the privacy policies of linked sites, as they may differ from ours.

Contact Us

For questions about this Privacy Policy, please contact us at: 847.426.1077