Privacy Policy

We keep things simple: your personal details are collected only so we can deliver the benefits review you request. We do not sell, rent, or share your information with marketers.

Information we collect

• Contact details you provide when booking or using the contact form.
• Documents you choose to share during your benefits review.
• Call notes that summarize the action plan delivered.

How we use it

• To confirm appointments and deliver follow-up summaries.
• To answer questions you submit via email or the contact form.
• To maintain compliance records required of financial professionals.

Your choices

Need to update or delete your information? Email brandon@bwpfinancialplans.com and we’ll respond within two business days.

Effective date: October 10, 2025