Privacy Policy
Offenbacker Wealth Partners LLC
offenbackerwealth.com
Effective Date: May 26, 2026 | Last Updated: May 26, 2026
This Privacy Policy describes how Offenbacker Wealth Partners LLC ("Company," "we," "our," or "us") collects, uses, stores, and protects personal information provided through our website located at offenbackerwealth.com ("Website"). By using this Website, you agree to the collection and use of information as described in this Privacy Policy.
We are committed to maintaining the privacy and security of your personal information. This policy applies to information collected from Website visitors, clients, prospective clients, form submissions, and any individual interacting with our Website or requesting our services.
1. Information We Collect
We may collect the following categories of information when you interact with our Website or request services:
A. Contact Information
Name
Phone number
Email address
Residential or business address
B. Personal Identifiers
Date of birth
Gender
Marital status
Social Security number (only when required for insurance applications; never stored on our servers)
C. Financial Information
We do not collect or store payment information through this Website. We may collect general financial details relevant to planning discussions, including net worth ranges, income ranges, or estate planning objectives, solely for the purpose of preparing recommendations. Payment information is submitted directly to carriers, lenders, or secure third-party platforms.
D. Website Usage Data
We may use cookies and analytics tools to collect:
IP address
Browser type
Device information
Pages viewed
Referring website
Click behavior
Session duration
E. Communications Data
We may collect:
Emails
Text messages
Call logs
Form submissions
Appointment requests
Opt-in consents
F. Sensitive Information Some states consider the following categories sensitive: Social Security number, financial information, and precise geolocation. We only use this information to provide the services you request and never sell or rent this data.
2. How We Collect Information
A. Information You Provide Directly Via contact forms, quote request forms, appointment scheduling, email communications, text messages, phone calls, and planning intake forms.
B. Automatically Collected Information Through cookies, Meta Pixel, CRM analytics, web beacons, tracking scripts, and site analytics tools.
C. Third Parties We may receive information from insurance carriers, licensed agents, referral partners, marketing partners, and CRM integrations.
3. How We Use Personal Information
We use collected information to:
Provide insurance and planning recommendations
Follow up on requests and inquiries
Assist with advanced planning strategy discussions
Improve Website performance
Verify identity
Comply with regulatory obligations
Send service-related communications
Conduct marketing or retargeting (if consented)
We never use your information for purposes unrelated to our services without your permission.
4. SMS, Email, and Phone Communication Consent
By submitting your information through our Website, you consent to receive phone calls, emails, SMS text messages, voicemails, and automated scheduling notifications. You may opt out at any time by texting "STOP," clicking "unsubscribe" in any email, or contacting us at [email protected]. We comply with TCPA, CAN-SPAM, and all applicable federal and Arkansas communications laws.
5. How We Share Personal Information
A. Insurance Carriers and Lenders To obtain quotes, submit applications, facilitate premium finance arrangements, or verify eligibility.
B. Licensed Agents, Advisors, and Planning Professionals Including CPAs, estate attorneys, and tax advisors, when necessary to facilitate the services you have requested.
C. Third-Party Service Providers Including CRM platforms, email systems, appointment tools, data storage providers, and advertising networks. These providers are required to maintain confidentiality and may not use your information for their own purposes.
D. Legal and Regulatory Entities We may disclose information if required by courts, regulators, law enforcement, subpoenas, or other legal processes.
E. Marketing Partners Only when you have provided explicit consent.
F. Business Transfers If ownership of the Company changes, your information may be transferred to the new entity under the same privacy protections.
6. Cookies and Tracking
We use cookies, pixel tags, analytics tools, and tracking technologies to analyze Website traffic, improve user experience, customize content, and measure marketing performance. You can adjust your browser settings to block cookies, though some features may not function properly. Our Website may recognize Global Privacy Control (GPC) signals if your browser supports them.
7. Do Not Sell or Share My Personal Information
We do not sell personal information for money. However, certain activities such as advertising or lead generation may be considered "sharing" under applicable state laws. You may request data access or deletion by contacting us using the information in Section 13.
8. Data Storage and Security
We implement industry-standard safeguards to protect your personal information. No website, server, or electronic system can guarantee 100% security. We work to prevent unauthorized access, loss, misuse, or alteration of your information.
9. Children's Privacy
This Website is not intended for individuals under 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through our Website, contact us immediately at [email protected].
10. Your Privacy Rights
Depending on your state of residence, you may have rights including the ability to access your information, correct inaccuracies, request deletion, opt out of data sharing, request data portability, or restrict processing of sensitive information. To exercise any of these rights, contact us at [email protected]. We may verify your identity before fulfilling any request.
11. Regulatory Disclaimer
Information submitted through our Website is not protected health information (PHI) as defined by HIPAA unless processed through a covered entity or business associate arrangement. Insurance and financial planning data may be governed by the Gramm-Leach-Bliley Act (GLBA), state insurance privacy laws, and carrier-specific privacy notices. We follow applicable law depending on the product or service type.
12. Data Retention
We retain personal information only as long as necessary to fulfill the purpose for which it was collected, as required by law, or as reasonably needed for business purposes. When no longer needed, we securely delete or anonymize the data.
13. Third-Party Websites
We are not responsible for the privacy practices, content, or security of any website linked to or from our Website. You access third-party sites at your own risk.
14. Changes to This Privacy Policy
We may update this Privacy Policy at any time. Updates take effect immediately upon posting to this Website. Your continued use of the Website constitutes acceptance of any changes.
15. Contact Information
Offenbacker Wealth Partners LLC 4201 N Shiloh Drive, Suite 1600
Fayetteville, AR 72703
Email: [email protected]
Phone: 479-396-3528
