Privacy Policy

Effective Date: 05/25/25

At College Planning Specialists, Inc., we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you interact with our services, including our website and communication channels.

By using our services, you agree to the data practices described in this policy. Please read this policy carefully.


1. Information We Collect

We may collect personal information when you interact with our services, such as:

Personal Identification Information: Name, email address, phone number, home address, student details (e.g., grade level, school choice, major).

Financial Information: Household income, non-retirement savings/investable assets, and other financial details relevant to college planning.

Usage Data: Information about your interaction with our website and services, including IP address, browser type, device type, and the pages you visit.


2. How We Use Your Information

We use the information we collect for various purposes, including:


To provide personalized college planning advice.

To offer financial planning resources and tools.

To communicate with you regarding our services, updates, and offers.

To improve our website and services.

To comply with legal requirements and enforce our terms of service.

In addition, we may share your information with trusted partners in the college planning space to provide additional resources and connections that may benefit you, ensuring you receive the best possible support in your college planning journey.


3. Sharing Your Information

We do not sell, rent, or lease your personal information to third parties. However, we may share your information in the following situations:

Service Providers: We share information with trusted third-party service providers who assist with our operations (e.g., payment processing, marketing platforms).

Legal Compliance: We may disclose your information if required by law or in response to legal requests (e.g., subpoenas).

Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction.


4. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission or storage is 100% secure, and we cannot guarantee complete security.


5. Your Rights and Choices

Access and Correction: You may request access to the personal information we hold about you and correct any inaccuracies.

Opt-Out: You can opt out of receiving marketing emails from us by clicking "unsubscribe" or contacting us directly.

Data Retention: We will retain your personal information as long as necessary to fulfill the purposes outlined in this policy.


6. Cookies and Tracking Technologies

We use cookies and other tracking technologies to improve our website and personalize your experience. You can manage your cookie preferences through your browser settings.


7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their policies.


8. Children’s Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If we discover that we have, we will delete the information as soon as possible.


9. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any updates will be posted on this page with an updated effective date.


10. Contact Us

If you have questions about this Privacy Policy, or to exercise your rights, please contact us:


College Planning Specialists, Inc.


Email: [email protected]