Website Privacy Policy
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, provide our precious metals, retirement solutions, and mortgage protection services, and market our services to you, including by phone, text (SMS), and email. Providing us your contact information gives us permission to reach out to you by phone call, text message, or email for these purposes. You can opt out of any of these communications at any time; see "Your Choices" below.
How We Share Your Information
We use third-party applications and service providers to help us run our business, including a customer relationship management (CRM) platform we use to manage inquiries and marketing communications. 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 provide your phone number, 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.
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