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 blueprintfinancialgrp.com. 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 details and other relevant billing information. We do not store payment card details — all transactions are handled through a secure payment gateway.
• 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.

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. You have the option to disable cookies in your browser settings; however, some features of our website may not function properly without them.

2. 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 services you request from us, including bookkeeping, tax strategy, tax preparation, entity formation, asset protection, payroll, and invoicing services.
• Communication: We may use your contact information to respond to your inquiries, provide updates, and send you relevant information about our services, including 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, including personalization, research, and statistical analysis.

3. 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. We will notify you via email or prominent notice on our website of any change in ownership or use of your personal information.

4. 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.

5. Your Rights

Under applicable data protection laws, including the GDPR, you have certain rights regarding the personal information we hold about you. These include:

5.1 Access and Rectification

You have the right to request access to the personal information we hold about you and to request corrections if any information is inaccurate or incomplete.

5.2 Erasure

You have the right to request the deletion of your personal information (the “right to be forgotten”) where the information is no longer necessary, you withdraw consent, or the processing is unlawful.

5.3 Restriction of Processing

You have the right to request that we temporarily suspend the processing of your personal information in certain circumstances, such as when you contest the accuracy of the data.

5.4 Data Portability

Upon request, we will provide you with a copy of your personal information in a structured, machine-readable format, where 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.

5.6 Withdrawal of Consent

If we rely on your consent for processing, you may withdraw that consent at any time without affecting the lawfulness of processing before withdrawal.

5.7 Lodging a Complaint

If you believe our processing of your personal information violates applicable data protection laws, you have the right to lodge a complaint with a supervisory authority.

6. Third-Party Links

Our website may contain links to third-party websites or services not owned or controlled by us. This Privacy Policy does not apply to those third-party websites. We encourage you to review their privacy policies before providing any personal information.

7. Contact Us

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

• Email: info@blueprintfinancialgrp.com
• Address: 1200 Brickell Ave Ste 1950 #199, Miami, FL 33131

8. 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.

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

Last updated: March 13, 2026