TERMS OF SERVICE

Effective Date: March 4, 2025


Welcome to CharlesTheisen.com (“Website”), operated by Charles Theisen and The Charles Theisen Group (“Company,” “we,” “us,” or “our”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information. By using this Website, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of the Website.

1. Information We Collect

We may collect the following types of information when you use our Website:

  • a. Personal Information You Provide

Name, email address, phone number, and other contact details when you fill out a form or subscribe to our services. Payment information when purchasing services (processed securely by third-party payment providers).Any information you voluntarily submit when contacting us or requesting information.

  • b. Automatically Collected Information

Log Data: Your IP address, browser type, pages visited, time spent on pages, and other analytics data. Cookies and Tracking Technologies: We use cookies and similar technologies to enhance user experience and collect usage data.

  • c. Third-Party Information

If you interact with our social media accounts or third-party services linked to our Website, they may share certain information with us.

2. How We Use Your Information

We may use your information for the following purposes:

To provide, operate, and improve our services. To communicate with you about inquiries, services, promotions, and updates. To analyze Website performance and enhance user experience. To comply with legal obligations and protect against fraud or security threats.

3. How We Share Your Information

We do not sell, rent, or trade your personal information. However, we may share information in the following cases:

  • With Service Providers: Third-party vendors assisting with Website hosting, analytics, marketing, or payment processing.

  • With Business Partners: If you engage with financial, tax, or legal professionals through our network, we may share relevant details as necessary.

  • For Legal Compliance: If required by law, court order, or government request, or to protect our rights, users, or security.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

Improve website functionality. Analyze user behavior and optimize marketing efforts. Personalize content and ads.

You can disable cookies through your browser settings, but some Website features may not function properly.

5. Data Security

We implement reasonable security measures to protect your information. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

6. Third-Party Links

Our Website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies before providing personal information.

7. Your Rights and Choices

Depending on your location, you may have the following rights:

  • Access & Correction: Request access to or correction of your personal data.

  • Opt-Out: Unsubscribe from marketing emails using the link in our emails.

  • Data Deletion: Request deletion of your data, subject to legal requirements.

To exercise your rights, contact us at charles@charlestheisen.com.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our Website signifies acceptance of the revised policy.

9. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us:

Charles Theisen
charles@charlestheisen.com

954-865-2286

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Disclaimer: Charles Theisen is a Certified Tax Business Advisor (CTBA) and Certified Estate Strategist (CES) but is not a CPA, attorney, or licensed financial advisor. He provides education and strategic tax planning insights, but his guidance should not be considered legal, tax, or investment advice. While Charles Theisen does not personally prepare tax returns, represent clients in audits, or provide legal services, his team of qualified professionals includes licensed financial advisors, CPAs, and tax experts who offer these services. Clients should consult with the appropriate licensed professional for their specific needs. No guarantees of financial outcomes are made.

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