Effective Date: January 1, 2026
Last Updated: January 1, 2026
Paladin Wealth & Estate Planning L.L.C. (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.
By using this website, you consent to the practices described in this policy.
1. Information We Collect
A. Personal Information You Provide
- Name
- Email address
- Phone number
- Mailing address
- Information submitted through contact forms, webinar registrations, consultation requests, or appointment scheduling
B. Automatically Collected Information
When you visit our website, we may automatically collect:
- IP address
- Browser type
- Device information
- Pages viewed
- Time spent on pages
- Referring URLs
This information may be collected through cookies, analytics tools, and similar technologies.
2. How We Use Your Information
We may use your information to:
- Respond to inquiries
- Schedule consultations
- Provide educational resources
- Send service updates or marketing communications (with consent)
- Improve website performance and security
- Comply with legal or regulatory obligations
We do not sell personal information.
3. Marketing Communications
If you opt in to receive email or SMS communications, you may receive notifications, educational content, or occasional promotional materials.
You may unsubscribe at any time by:
- Clicking “unsubscribe” in emails
- Replying STOP to SMS messages
- Contacting us directly
Message and data rates may apply for SMS communications.
4. Sharing of Information
Paladin Wealth & Estate Planning L.L.C. does not sell or rent personal information.
We may share information with:
- Licensed insurance professionals
- Service providers supporting business operations (CRM, analytics, hosting providers)
- Regulatory authorities when required by law
All service providers are required to implement appropriate safeguards.
5. Cookies & Tracking
We may use cookies and similar tracking technologies to:
- Analyze website traffic
- Improve user experience
- Measure marketing effectiveness
You may disable cookies in your browser settings.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your information. However, no method of transmission over the internet is completely secure.
7. Third-Party Links
This website may contain links to third-party websites. Paladin Wealth & Estate Planning L.L.C. is not responsible for the privacy practices or content of external websites.
8. Children’s Privacy
This website is not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors.
9. Your Privacy Rights
Depending on your state of residence, you may have the right to:
- Request access to your personal information
- Request corrections
- Request deletion (subject to legal limitations)
- Opt out of marketing communications
To exercise your rights, please contact us.
10. Regulatory & Licensing Disclosure
Paladin Wealth & Estate Planning L.L.C. provides educational information regarding estate planning, retirement strategies, life insurance, and wealth protection concepts. We are not a law firm and do not provide legal or tax advice.
Insurance products are offered through properly licensed insurance professionals. Florida license status may be verified through the:
Florida Department of Financial Services Licensee Search
https://licenseesearch.fldfs.com/
11. Policy Updates
We may update this Privacy Policy periodically. Updates will be posted with a revised “Last Updated” date.
12. Contact Information
Paladin Wealth & Estate Planning L.L.C.
Email: info@paladinfinservices.com
Website: www.paladinfinservices.com
