Your Privacy Matters
Baron Whitmore Law respects your privacy and is committed to protecting the information you provide through this website and the Retirement Exposure Diagnostic™ process. This policy explains what information we collect, how it is used, and how it is protected.
Information We Collect
We may collect the following categories of information:
- Contact details such as name, email address, phone number, and state of residence
- High-level financial ranges (e.g., asset brackets, tax-deferred exposure ranges)
- Planning priorities and questions you voluntarily submit
- Technical data such as browser type, device type, approximate location (city/state), and pages visited
How Information Is Used
Your information is used solely to:
- Assess whether advanced retirement tax and legal-architecture planning may be appropriate
- Route you to the appropriate educational path or priority-review path
- Respond to your inquiries and provide requested materials
- Improve the clarity and performance of our intake process and website experience
What We Do Not Do
- We do not sell, rent, or trade your personal information
- We do not share your data with unrelated third parties for marketing
- We do not implement any strategy without a separate written engagement
Third-Party Service Providers
We may use reputable third-party providers to operate the intake process and scheduling workflow. For example:
- Form processing: Form submissions may be delivered through a form processing service (e.g., Formspree).
- Scheduling: If you qualify for priority access, scheduling links may be hosted by a scheduling provider (e.g., Calendly).
These providers receive only the information needed to perform the service (such as your name, email, phone, and notes you submit), and are expected to protect it under their own policies and security practices.
Data Retention
We retain submissions as long as reasonably necessary to evaluate fit, respond to requests, maintain internal records, and comply with legal or regulatory obligations. You may request deletion of your information subject to any required retention or recordkeeping.
Cookies & Analytics
This website may use cookies or analytics tools to understand general usage patterns and improve the user experience. These tools are not intended to collect personally identifiable financial data.
Data Security
We use commercially reasonable administrative, technical, and physical safeguards to protect your information. However, no internet transmission is completely secure, and submission of information is at your own risk.
Your Choices
- You may request access, correction, or deletion of your submitted information (subject to required retention)
- You may opt out of future communications by replying “unsubscribe” where applicable
Contact
If you have questions about this Privacy Policy or how your information is handled, contact us:
Email: info@baronwhitmore.com
Phone: 202.968.6707
This Privacy Policy may be updated periodically. Continued use of this website constitutes acceptance of any changes.