Website Privacy Policy
Vocare Wealth Advisors, LLC (“Vocare,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information collected through our website. This Website Privacy Policy explains what information we collect, how we use and share it, and the measures we take to protect it.
Information We Collect
When you visit our website, we may automatically collect certain information, including your IP address, browser and device type, pages visited, referring website, and approximate geographic location.
We also collect information you voluntarily provide when completing our website quiz, submitting a form, or contacting us. This may include:
Name, email address, and telephone number.
Age range, marital status, and retirement status.
Estimated investment portfolio asset ranges.
Retirement timelines, financial goals, and planning preferences.
Information regarding retirement income, tax planning, Social Security, healthcare costs, long-term care, and estate planning.
Other information you choose to provide regarding your financial planning needs and concerns.
Please Note
Please do not submit Social Security numbers, financial account numbers, passwords, or other highly sensitive identifying information through our website forms.
How We Use Your Information
We use information collected through our website to:
- Respond to inquiries and communicate with individuals who contact us.
- Process website quiz submissions and provide or discuss quiz results.
- Follow up regarding retirement planning needs and potential consultations.
- Facilitate appointment scheduling.
- Analyze website traffic and improve website functionality.
- Maintain website security and prevent unauthorized activity.
- Comply with applicable legal and regulatory requirements.
Marketing Communications
We may use contact information collected through our website to provide information about our services, educational resources, events, and other communications that may be of interest to you, as permitted by applicable law.You may opt out of marketing emails at any time by using the unsubscribe link included in those communications or by contacting us directly.
If we offer marketing text messages, we will obtain any consent required by applicable law and provide applicable opt-out instructions.
Cookies and Website Analytics
Our website uses Google Analytics, Matomo, and Cloudflare for website analytics, performance monitoring, and security.
These services may collect information about website activity through cookies or similar technologies.
Our website provides a cookie consent banner that allows visitors to accept or decline optional cookies. You may also manage cookies through your browser settings. Certain technologies necessary for website functionality and security may remain active regardless of your cookie preferences.
Information Storage and Sharing
Information submitted through our website forms is stored within our website’s systems and transmitted to Vocare by email. We may also maintain this information in our customer relationship management system to facilitate communication, follow-up, and appointment scheduling.
We may disclose information to authorized service providers that assist with website hosting, maintenance, analytics, security, and business operations. These providers may access information as necessary to perform services on our behalf.
We do not sell personal information collected through our website. We may also disclose information when required or permitted by law.
Information Security and Retention
We maintain safeguards designed to protect personal information from unauthorized access, use, or disclosure. Access to information is limited to authorized personnel and service providers with a legitimate business need.
We retain personal information as necessary for legitimate business purposes and to comply with applicable legal and regulatory requirements.
While we take reasonable measures to protect information, no method of electronic transmission or storage is completely secure.
Your Privacy Choices
You may manage optional cookies through our website’s cookie consent tools or your browser settings.
You may also contact us with questions or requests regarding personal information you have submitted through our website. Requests will be reviewed and addressed in accordance with applicable legal and regulatory requirements.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their respective privacy policies.
Changes To This Policy
We may update this Website Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Website Privacy Policy or our handling of personal information, please contact:
How Do You Get Paid?
11790 Sunrise Valley Drive, Suite 104 Reston, VA 20191
571-529-6205
vocarewealthadvisors.com