Abundant Wealth Builders

Privacy Policy

Effective Date: 01/01/25
Last Updated: 09/29/25

At Abundant Wealth Builders your privacy is very important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website, services, and communications.


1. Information We Collect

  • Personal Information: Name, email address, phone number, mailing address, and any other information you provide when filling out forms, registering for events, or requesting services.

  • Usage Information: IP address, browser type, pages visited, and your interactions with our website.

  • Communication Data: SMS/text message preferences, opt-ins, and consent records to maintain compliance with A2P 10DLC regulations.


2. How We Use Your Information

We may use the information we collect to:

  • Provide financial education, consulting, and related services.

  • Respond to inquiries, schedule appointments, and deliver requested resources.

  • Send SMS/text message updates, reminders, confirmations, and marketing communications (only with your consent).

  • Improve our website, services, and overall customer experience.


3. SMS/Text Messaging

  • By providing your phone number and opting in, you consent to receive SMS/text messages from Abundant Wealth Builders.

  • Message and data rates may apply depending on your carrier.

  • Message frequency may vary but may include reminders, confirmations, and promotional offers.

  • You may opt out at any time by replying STOP.

  • For assistance, reply HELP or contact us directly.

Compliance Statement:

  • No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

  • Information sharing to subcontractors in support services, such as customer service, is permitted strictly for operational purposes.

  • All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the text messaging services.


4. Sharing of Information

We may share your personal information in the following situations:

  • With Service Providers: To support our operations (such as CRM, SMS, and email platforms).

  • For Legal Requirements: When required by law or legal process.

  • With Your Consent: If you give us permission for a specific purpose.


5. Data Security

  • We use appropriate technical and organizational safeguards to protect your personal information.

  • However, no online platform can guarantee 100% security.


6. Your Rights

You may request access, correction, or deletion of your information by contacting us at:


7. Changes to This Policy

  • We may update this Privacy Policy from time to time.

  • The latest version will always be posted on our website.


About Us

At Abundant Wealth Builders, we are dedicated to helping individuals and families secure their financial futures and preserve their legacies. Our Mission is to provide tailored financial solutions that not only address immediate needs, but also safeguard long-term goals. Through our innovative services we empower our clients to enjoy the fruits of their labor while ensuring that their values and aspirations are passed on to the future generations. Our team of seasoned professionals are committed to delivering clarity, simplicity, and personalized care, making us a trusted partner in your journey toward financial security and legacy preservation.

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Services

  • Financial Consulting

  • Retirement Planning

  • Innovative Strategies

  • Legacy Planning

  • Personalized Service