Privacy Policy

Effective Date: June 18th, 2023

This Privacy Policy (“Policy”) describes how Blueprint Financial Group LLC (“we,” “us,” or “our”) collects, uses, shares, and protects the personal information of users (“you” or “your”) who visit and interact with our website []. This Policy also explains your rights regarding the personal information we collect and how you can exercise those rights in compliance with the General Data Protection Regulation (GDPR).

  1. Information We Collect

1.1 Personal Information We may collect and process the following personal information about you:

  • Contact Information: When you visit our website, subscribe to our newsletter, or engage in our services, we may collect your name, email address, phone number, and mailing address.

  • Financial Information: If you make a purchase or engage in any transactions on our website, we may collect payment card details and other relevant billing information. However, please note that we do not store your payment card details. We utilize a secure payment gateway that handles all payment transactions.

  • Usage Information: We may collect information about your interactions with our website, such as your IP address, browser type, operating system, device information, and the pages you visit. This information helps us improve our website and provide a better user experience.

1.2 Cookies and Similar Technologies We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and collect anonymous information. Cookies are small data files stored on your device by your web browser. You have the option to disable cookies or be notified when cookies are being sent; however, please note that some features of our website may not function properly without cookies.

  1. Use of Personal Information

We may use the personal information we collect for the following purposes:

  • Providing Services: We use your personal information to deliver the bookkeeping services, data analytics, tax advisory, and consulting services you request from us.

  • Communication: We may use your contact information to respond to your inquiries, provide updates, and send you relevant information about our services. We may also send you promotional emails or newsletters, which you can opt-out of at any time.

  • Legal Obligations: We may process your personal information to comply with legal and regulatory requirements, such as tax obligations and anti-money laundering laws.

  • Improving our Services: We analyze usage data to improve our website, services, and customer support. This includes personalization, research, and statistical analysis.

  1. Sharing of Personal Information

We may share your personal information with third parties in the following circumstances:

  • Service Providers: We may engage trusted third-party service providers who assist us in operating our business and delivering services to you. These providers have access to your personal information only to perform specific tasks on our behalf and are obligated to keep your information confidential.

  • Legal Compliance: We may disclose your personal information if required by law or if we believe such disclosure is necessary to protect our rights, comply with a legal process, or respond to a government request.

  • Business Transfers: In the event of a merger, acquisition, or sale of our business assets, your personal information may be transferred to the acquiring entity or third party involved in the transaction. We will notify you via email or prominent notice on our website of any change in ownership or uses of your personal information.

  1. Data Retention and Security

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Policy, unless a longer retention period is required or permitted by law. We implement appropriate security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

  1. Your Rights

Under the GDPR, you have certain rights regarding the personal information we hold about you. We are committed to respecting and facilitating the exercise of these rights. You have the right to:

5.1 Access and Rectification You have the right to request access to the personal information we hold about you. If any of the information is inaccurate or incomplete, you may request us to rectify or update it. Please note that we may ask you to verify your identity before fulfilling such requests.

5.2 Erasure You have the right to request the deletion of your personal information, also known as the right to be forgotten, subject to certain legal limitations. This right applies in situations where the information is no longer necessary for the purposes it was collected, you withdraw your consent, or the processing is unlawful.

5.3 Restriction of Processing You have the right to request the restriction of processing your personal information in certain circumstances. This means we will temporarily suspend the processing of your data, but we may still store it. This right applies, for example, when you contest the accuracy of the data or when the processing is unlawful.

5.4 Data Portability Upon your request, we will provide you with a copy of your personal information in a structured, commonly used, and machine-readable format, allowing you to transfer it to another controller. This right applies when the processing is based on your consent or the performance of a contract.

5.5 Objection to Processing You have the right to object to the processing of your personal information for direct marketing purposes or on grounds relating to your particular situation. In such cases, we will cease processing your data unless we can demonstrate compelling legitimate grounds that override your interests, rights, and freedoms or if the processing is necessary for the establishment, exercise, or defense of legal claims.

5.6 Withdrawal of Consent If we rely on your consent for the processing of your personal information, you have the right to withdraw your consent at any time. This withdrawal will not affect the lawfulness of processing based on consent before its withdrawal.

5.7 Lodging a Complaint If you believe that our processing of your personal information infringes on applicable data protection laws, you have the right to lodge a complaint with a supervisory authority.

To exercise any of the rights mentioned above or for any questions or concerns about our privacy practices, please contact us using the contact information provided in Section 7.

  1. Third-Party Links

Our website may contain links to third-party websites or services that are not owned or controlled by us. This Privacy Policy does not apply to those third-party websites or services. We encourage you to review the privacy policies of any third-party websites or services you visit.

  1. Contact Us

If you have any questions, requests, or concerns about this Privacy Policy or our privacy practices, please contact us using the following contact details:

Email: Address: 1200 Brickell Ave Ste 1950 #199, Miami, FL 33131

We will respond to your inquiries and requests within a reasonable timeframe.

  1. Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our privacy practices. We will notify you of any material changes by posting the updated Policy on our website or by other appropriate means. We encourage you to review this Policy periodically for any updates.

By using our website and engaging with our services, you signify your acceptance of this Privacy Policy.

Last updated: June 18th, 2023

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