The Complete Investor is committed to protecting the privacy of visitors to our website, which covers our precious metals, retirement solutions, and mortgage protection services. This policy explains what personal information we collect, how we use and share it, and the choices you have.

Information We Collect

We collect personal information you provide directly, such as through our contact form, consultation requests, our chat assistant, or a phone call or email with our team. This can include your name, email address, phone number, and any other details you choose to share about your goals or situation. We also collect standard technical information automatically, such as browser type and how you use our site, through the cookies described below.

How We Use Your Information

We use the information we collect to respond to your inquiries, schedule and conduct consultations, and provide our precious metals, retirement solutions, and mortgage protection services. We may also market our services to you by phone call or email. Text message marketing requires your separate opt-in; see "Text Messaging (SMS)" below. You can opt out of any of these communications at any time; see "Your Choices" below.

When and With Whom We Share Your Information

We do not sell your personal information. We may share it in the following situations:

Business transfers. We may share or transfer your information in connection with, or during negotiation of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.
Service providers. We share information with third-party vendors and service providers who perform specialist services on our behalf, including billing, payment processing, customer service, email deployment, analytics, marketing and advertising, performance monitoring, hosting, data processing, and delivery of the products or services you requested. This includes the customer relationship management (CRM) platform we use to manage inquiries and marketing communications. Text messaging opt-in data and consent are excluded from this sharing; see "Text Messaging (SMS)" below.
Law enforcement. We may disclose your information to respond to subpoenas, court orders, legal process, or law enforcement requests, to pursue or defend against legal claims, or to protect the rights, interests, safety, and security of the company.
With your consent. We may share your information for any other purpose disclosed to you at the time we collect it, or with your consent or direction.

Where we share your information with a service provider, it's to help us operate our business and market our services, not for that provider's own independent use.

Our Chat Assistant

Our website includes an automated AI chat assistant. Conversations with it, including any personal information you choose to share in that chat, are collected and handled the same way as information submitted through our other forms. The chat assistant is automated and may make mistakes; see our Terms & Conditions for how we handle any conflict between what it says and the rest of our website.

Text Messaging (SMS)

If you opt in, we may contact you by text message, including automated texts, about your inquiry and about our services. Message and data rates may apply. Full program terms, including how to opt out, are in our Terms & Conditions.

Mobile information is not shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties, except service providers necessary to deliver the SMS program.

Cookies

Our site uses cookies for tracking and user experience enhancement. You may refuse cookies through your browser settings.

Data Security

We employ appropriate security measures designed to protect your information against unauthorized access, alteration, disclosure, or destruction. No method of storage or transmission over the internet is completely secure, so we can't guarantee absolute security.

Third-Party Links

Links to external sites may exist on our site; we are not responsible for the privacy practices of those third parties.

Your Choices

You can ask to stop receiving marketing text messages at any time by replying STOP to any text we send you. You can unsubscribe from marketing emails using the link in those emails. You can also contact us directly, using the information below, to ask about the personal information we have about you or to request that we stop contacting you.

Children's Privacy

Our website and services are not directed to individuals under 18, and we do not knowingly collect personal information from children.

Policy Updates

Changes to this policy may occur, with updated dates posted here. Continued use of the site implies acceptance of any changes. Please check this page frequently.

Contact

1603 Orrington Ave, Suite 600, Evanston, IL 60201
(463) 282-7260 · contact@thecompleteinvestor.net

Website Privacy Policy