RJP Estate & Financial

PRIVACY POLICY

Your Data Privacy Matters

Learn how RJP Estate Planning collects, uses, and protects your personal information

RJP Estate Planning ("we," "our," or "us") is committed to protecting your personal information. This Privacy Policy describes what we collect, how we use it, and your rights related to your data.

We encourage all clients to review this information carefully as it outlines our data practices and your rights regarding your personal information.

1. Information We Collect

We may collect the following types of personal information:

  • Name and contact information (email, phone number, mailing address)
  • Financial and estate planning details voluntarily provided
  • SMS interaction history (opt-in status, message logs)
  • Information your browser sends (IP address, browser type, visit time, page views)
  • Cookies or tracking technologies to improve your website experience

We do not knowingly collect personal data from children under 18. If you believe we have, contact us immediately to remove the information.

2. How We Use Your Information

We use the information we collect to:

  • Provide and maintain our services
  • Respond to inquiries and deliver support
  • Send transactional communications (e.g., appointments, service alerts)
  • Comply with legal obligations and internal policies
  • Improve website performance and user experience

We do not sell or rent your personal data.

3. Cookies and Tracking Technologies

We use cookies and similar tools to enhance the user experience. These do not collect personal information unless you voluntarily provide it. You may disable cookies in your browser settings, though this may limit site functionality.

4. SMS Messaging Terms

By opting into our SMS services, you consent to receive relevant messages including reminders, alerts, and account updates.

  • Message frequency may vary
  • Message and data rates may apply
  • To opt out: text STOP
  • For help: text HELP or contact us via our website

Your SMS consent will not be shared for marketing purposes.

5. Sharing of Personal Information

We may share your data with:

  • Trusted service providers (e.g., SMS providers, IT support) acting on our behalf
  • Legal or regulatory entities when required by law

Third parties must not use your data for any purpose other than what we've authorized.

6. Security

We use commercially reasonable safeguards—such as encryption, secure storage, and limited access—to protect your information. However, no method of transmission over the internet is 100% secure.

7. Your Rights and Choices

You have the right to:

  • Request access to the personal data we hold about you
  • Request correction, deletion, or restriction of your data
  • Opt out of communications at any time

Requests must be submitted in writing using the contact details provided below.

8. Third-Party Links

Our website may link to external sites. We are not responsible for the privacy practices or content of these third-party sites.

9. Changes to This Policy

We may update this policy periodically. Major changes will be posted here with a new effective date. Your continued use of our services constitutes your acceptance of these changes.

RJP Estate Planning
RJP Estate Planning

Our Offices

Scottsdale Office

Main Office

4110 N. Scottsdale Rd, Ste 170, Scottsdale, AZ 85251
Mon-Thu 9am-5pm | Fri 8:30am-5pm
(480) 947-7447 Directions

Tucson Office

Southern Arizona

5151 E. Broadway Blvd, Ste 750, Tucson, AZ 85711
Mon-Fri 9am-5pm
(520) 622-3700 Directions

The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns.

RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with an estate planning attorney or law firm.

RJP-AZ, LLC (RJP Estate Planning) is licensed to offer insurance products and receive commissions for those products. Its representatives who discuss these products with you hold individual licenses.

Securities are offered through CoreCap Investments, LLC, a registered broker-dealer and member FINRA/SIPC. Advisory services are offered through CoreCap Advisors, LLC, a registered investment advisor. RJP Estate Planning and RJP-AZ, LLC are separate and unaffiliated entities and are not affiliated with CoreCap Investments or CoreCap Advisors. Representatives that offer these services hold the required licenses.

Disclosures|Privacy Policy

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