Information We Collect
We may collect information that identifies you directly or indirectly, including:
Personal Information
- Name
- Email address
- Telephone number
- Mailing address
- Company name
- Job title
- State of residence
- Date of birth (when voluntarily provided)
- Financial planning interests
- Retirement planning interests
- Business information submitted through questionnaires
- Information provided during strategy sessions
Technical Information
When you visit our website, we may automatically collect:
- IP address
- Browser type
- Device type
- Operating system
- Pages visited
- Date and time of access
- Referring website
- Website activity
- Cookies and similar technologies
How We Use Your Information
We use your information to:
- Respond to inquiries
- Schedule appointments
- Deliver requested resources
- Provide retirement planning education
- Provide business consulting services
- Evaluate eligibility for tax incentive programs
- Communicate regarding insurance products where permitted by law
- Improve our website and services
- Send newsletters and educational emails
- Conduct surveys and assessments
- Maintain customer records
- Detect fraud and protect website security
- Comply with legal obligations
Email Communications
If you voluntarily provide your email address, you may receive:
- Educational articles
- Retirement planning information
- Business growth resources
- Tax incentive updates
- Insurance education
- Appointment reminders
- Company announcements
- Marketing communications
You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in our emails.
Transactional communications may still be sent when necessary to fulfill your requests or manage your relationship with us.
SMS Communications
If you voluntarily provide your mobile phone number and consent to receive text messages, we
may send:
- Appointment reminders
- Scheduling confirmations
- Follow-up communications
- Educational updates
- Service notifications
Message and data rates may apply.
You may opt out at any time by replying STOP.
Information We Do Not Sell
Cash4Projects does not sell your personal information to third parties.
We do not sell names, email addresses, phone numbers, financial information, or other personal data.
Sharing Information
We may share information only when necessary with trusted service providers who assist us in
operating our business, including:
- Email service providers
- CRM providers
- Appointment scheduling platforms
- Website hosting companies
- Marketing automation providers
- Analytics providers
- Insurance carriers (when necessary to provide requested services)
- Licensed financial or insurance professionals working with us
- Tax incentive processing partners, where applicable
These providers are expected to maintain the confidentiality and security of your information and use it only for authorized business purposes.
We may also disclose information when required by law or to protect our legal rights.
Cookies and Tracking Technologies
Our website uses cookies and similar technologies to:
- Improve website functionality
- Analyze website traffic
- Remember user preferences
- Enhance your browsing experience
- Measure marketing performance
You may disable cookies through your browser settings, although doing so may affect certain
website features.
Analytics
We may use website analytics tools, such as Google Analytics or similar services, to better understand how visitors use our website. These tools may collect information such as pages visited, time spent on the site, browser type, and general geographic location.
This information is used in aggregate to improve website performance and user experience.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
While we strive to protect your information, no method of internet transmission or electronic storage is completely secure. Accordingly, we cannot guarantee absolute security
 Your Choices
You may:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of certain personal information, subject to legal or contractual obligations
- Unsubscribe from marketing emails
- Opt out of SMS marketing
- Disable cookies through your browser settings
To exercise these rights, please contact us using the information below.
California Privacy Rights
If you are a California resident, you may have additional rights under the California Consumer
Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to:
- Know what personal information we collect
- Request deletion of eligible personal information
- Correct inaccurate personal information
- Limit certain uses of sensitive personal information where applicable
- Receive equal service regardless of whether you exercise your privacy rights
To submit a privacy request, please contact us using the information provided below.
Children's Privacy
Our website is intended for adults.
We do not knowingly collect personal information from children under the age of 13.
If we learn that we have collected information from a child under 13 without appropriate consent, we will take reasonable steps to delete that information.
Third-Party Websites
Our website may contain links to third-party websites for your convenience.
We are not responsible for the privacy practices, security, or content of those websites. We
encourage you to review the privacy policies of any third-party sites you visit
Data Retention
We retain personal information only for as long as necessary to:
- Provide requested services
- Maintain business records
- Comply with legal and regulatory requirements
- Resolve disputes
- Enforce agreements
When information is no longer needed, we take reasonable steps to securely delete or anonymize
it.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business practices, legal requirements, or technology.
Any updates will be posted on this page with a revised Effective Date. Your continued use of the website after changes are posted constitutes your acceptance of the updated Privacy Policy.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please
contact:
Cash4Projects LLC
Wilsonville, Oregon
Website: Cash4Projects.com
You may also contact us through the contact form available on our website.
Privacy Commitment
At Cash4Projects LLC, protecting your privacy is fundamental to earning and maintaining your
trust. We are committed to handling your personal information responsibly, transparently, and in
accordance with applicable privacy laws while helping you pursue your personal and business financial goals.
cash4projects.com/terms-of-service-----please complete this as terms-of-service page as
follows: