Privacy Policy

At Axim Planning & Wealth, the privacy of our visitors is extremely important to us. This privacy policy outlines the types of personal information we receive and collect, how that information is used, and how we protect your privacy.

Information We Collect

The personal information we collect through our website includes details you voluntarily provide via our forms. This may include your name, email address, and phone number. We do not collect sensitive personal data such as financial or health information.

Information We Collect

We may use your information to:

  • Respond to your inquiries

  • Schedule appointments or event confirmations

  • Send periodic follow-up messages

  • Improve our services through internal analytics

If you opt in to receive text message reminders or updates, we will only send messages that are relevant to your seminar registration or appointment. You can opt out at any time by replying STOP.


Cookies & Tracking

We use tools like Google Analytics to gather non-personal data (such as pages visited or time spent on site) to improve your browsing experience. These tools use cookies but do not access your personal information. You can adjust your browser settings to disable cookies if you prefer.


Data Security

We implement appropriate security measures to protect your information from unauthorized access, disclosure, or misuse.

Sharing of Personal Information

  • We do not sell, rent, or trade your personal information.

  • We do not share your phone number with third parties for SMS marketing purposes.

  • We may share limited information with subcontractors who help us deliver services (e.g., technical support), under strict confidentiality agreements.

  • We may disclose information if legally required to comply with law enforcement or regulatory obligations.

SMS Policy

By opting in through our website forms, you agree to receive SMS messages related to upcoming events, appointment reminders, or follow-up information from Axim Planning & Wealth. Message and data rates may apply. To opt out of text messages, reply STOP at any time. To get help, reply HELP or email us at [email protected].

Your Rights

You have the right to:

  • Request access to your personal data

  • Correct inaccuracies

  • Request deletion of your information

To make a request, email us at [email protected].


Policy Updates

We may update this privacy policy periodically. The most recent version will always be available on our website.


Contact Us

If you have any questions or concerns about this privacy policy or how your data is handled, please contact us at [email protected].