Welcome to Advanced Folio / Roth Conversion Clarity (“we,” “us,” or “our”). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit or interact with our landing page at https://www.rothconversionclarity.com/advanced-folio

 and any associated services (the “Site”).

By accessing or using the Site, you agree to the terms of this Privacy Policy.

1. Information We Collect

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

Personal Information You Provide

Name

Email address

Phone number

Other contact or profile information you voluntarily submit via our lead form or signup forms.

Automatically Collected Information

When you visit the Site, we may automatically collect:

IP address

Browser type and version

Pages viewed and interactions

Referring/exit pages and timestamps

Device type and operating system

This information may be collected through cookies, web beacons, and similar technologies.

2. How We Use Your Information

We use the information we collect to:

Provide, operate, and maintain the Site

Process and respond to your requests, inquiries, or form submissions

Improve our Site, content, and services

Analyze usage and trends to enhance user experience

Comply with legal obligations

3. Cookies and Tracking Technologies

We use cookies and similar technologies (such as pixels and web beacons) to:

Recognize your browser or device

Understand how you interact with the Site

Provide personalized content and ads

Measure advertising effectiveness

You may manage your cookie preferences through your browser settings or by using any cookie consent tool we provide.

4. Sharing Your Personal Information

We may share your personal information with:

Service Providers: Third parties that help us operate the Site (e.g., hosting, analytics, email services).

Legal Compliance: When required by law or to protect our rights, safety, or property.

Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice).

We do not sell your personal information for monetary consideration.

5. Your Choices and Rights

Depending on where you live, you may have rights regarding your personal data, such as:

Accessing the data we hold about you

Correcting inaccurate or incomplete information

Deleting your personal information

Opting out of marketing emails

To exercise these rights or to object to certain processing, contact us using the details below.

6. Data Security

We use reasonable technical and organizational measures to protect your personal information against unauthorized access, loss, or misuse. However, no method of transmission over the Internet or electronic storage is 100% secure.

7. International Transfers

If you are located outside the United States, please note that your personal information may be transferred to, stored, and processed in the U.S. or other countries where our service providers operate. Your consent to this Privacy Policy means you agree to such transfers.

8. Children’s Privacy

Our Site is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18. If you believe we have collected data from a child under 18, contact us immediately.

9. Links to Other Websites

Our Site may contain links to third-party websites. We are not responsible for the content or practices of these third-party sites. Please review their privacy policies directly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be effective when posted with a revised “Last Updated” date.

11. Contact Us

If you have questions about this Privacy Policy or want to exercise your data rights, please contact:

Email: eric@advancedfolio.com

Address: 11 Dorm Court

East Setauket, NY 11733

Phone: (631) 675-1885