Privacy Policy
Effective Date: November 10, 2025
Last Updated: November 10, 2025
Introduction
Webb Financial ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our retirement planning services.
Information We Collect
Personal Information
We may collect personal information that you voluntarily provide to us when you:
Request a consultation or contact us
Subscribe to our newsletter
Fill out forms on our website
Communicate with us via email or phone
This information may include:
Name and contact information (email, phone number, mailing address)
Date of birth and Social Security number
Financial information (income, assets, investment accounts, retirement accounts)
Employment information
Beneficiary information
Other information relevant to retirement planning
Automatic Information
When you visit our website, we automatically collect certain information, including:
IP address and browser type
Device information
Pages visited and time spent on pages
Referring website addresses
Cookies and similar tracking technologies
How We Use Your Information
We use the information we collect to:
Provide retirement planning services and financial advice
Respond to your inquiries and communicate with you
Analyze your financial situation and create retirement plans
Send you newsletters, updates, and marketing communications (with your consent)
Improve our website and services
Comply with legal and regulatory requirements
Detect and prevent fraud
Information Sharing and Disclosure
We do not sell your personal information. We may share your information with:
Service Providers
Third-party vendors who perform services on our behalf, such as:
Technology and hosting providers
Payment processors
Marketing and analytics services
Financial Institutions
Banks, investment firms, and insurance companies necessary to implement your retirement plan.
Legal Requirements
We may disclose your information when required by law, regulation, legal process, or governmental request.
Business Transfers
In connection with a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.
Data Security
We implement appropriate technical and organizational measures to protect your personal information, including:
Encryption of sensitive data
Secure servers and firewalls
Access controls and authentication
Regular security assessments
However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Your Rights and Choices
You have the right to:
Access the personal information we hold about you
Request correction of inaccurate information
Request deletion of your information (subject to legal obligations)
Opt-out of marketing communications
Disable cookies through your browser settings
To exercise these rights, please contact us using the information below.
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for at least seven years in accordance with regulatory requirements.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
California Privacy Rights
California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected and the right to opt-out of the sale of personal information.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. We will notify you of significant changes by posting the new policy on our website with an updated effective date.
Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
Webb Financial
Email: privacy@webbfinancial.com
This Privacy Policy is provided for informational purposes. For specific legal advice regarding your privacy practices, please consult with a qualified attorney.
