Effective Date: December 4, 2020
Information Collection and Storage
We collect information from you when you register on our site, subscribe to our newsletter or fill out a form. When ordering or registering on our site, as appropriate, you may be asked to enter your: name, title, employer identification, e-mail address, mailing address or phone number. You may, however, visit our site anonymously. If you contact us directly via phone or email, you may also provide us with personal information that we collect.
Additional Information We Collect
From time to time, we may acquire additional information about our clients from third parties, such as social sharing applications. We may incorporate this additional information with the existing information we collect about our customers.
Where and How we Process and Store Data
T&B Planning uses administrative, technical and physical security measures to help protect your personal information. And while we have taken reasonable measures to protect your information, please be aware that despite our efforts no security measures are perfect or impenetrable and no data transmission method can be guaranteed against an unauthorized intrusion. Any information disclosed online is vulnerable to intrusion or misuse and as a result we cannot guarantee the complete security of your personal information. We process and store data in the United States and in other locations for back-up and recovery purposes. If you live outside of the United States, you understand and agree that we may transfer your information, including personal information, within the United States. Our Website is subject to U.S. laws, which may not afford the same level of protection as those in your country.
How We Use the Information About You
We use the information we obtain from or concerning you or your computer or device to provide T&B Planning services, improve our products and services, personalize and tailor your experience on the Website, operate our business, improve our website, and understand how users are engaging with us.
T&B Planning relies on third party vendors and service providers to provide support and assistance for its products, services and other operations, and we may disclose your information (including personal information) to these service providers to the extent necessary to support our services or operations.
What About “Cookies?”
A “cookie” is a piece of data stored on the user’s hard drive, containing information about the user. Cookies can help us provide information which is targeted to Your interests. Cookies are stored on your hard drive, not on our Website. Most cookies are “session cookies,” meaning that they are automatically deleted at the end of a session.
Disclosure of Information to Outside Parties
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.
A Note to Parents and Children 13 and Younger
T&B Planning recognizes the importance of protecting the privacy of children. We support and comply with the Children’s Online Privacy Protection Act (“COPPA”) and other laws. Our Website is not intended for children under the age of 18. We ask that those 18 years of age or less, not use the Website. No personally identifiable information is purposefully or knowingly collected from children under the age of 18 by us without parental consent. We expect all information provided by online users to be truthful and correct regarding age and other information provided.
Social Media Sharing
The Website may offer social sharing features or other integrated tools, which let you share actions you take via the Website with other media, and vice versa. The use of such features enables the sharing of information with your friends or the public, depending on the settings you establish with the third party that provides the social sharing feature. The fact that we link to or provide integrated tools for sharing with social media sites is not an endorsement, authorization or representation of our affiliation with that social media site, nor is it an endorsement of their privacy or information security policies or practices. The collection or processing of your information as a result of any social sharing is governed by the agreements and privacy policies of such other social platform, not us, and you should review and approve your information, rights and preferences with such other platform(s).
Third Party Links
Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.
Terms and Conditions
Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our website at www.tbplanning.com
How You May Review or Request Changes to Your Information
T&B Planning, Inc.
3200 El Camino Real, Suite 100
Irvine, CA 92602
Shine The Light
California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California residents to request and obtain from T&B Planning once a year, free of charge, information about their personally identifiable information (if any) that we disclosed to third parties for direct marketing purposes in the preceding calendar year, if at all. If applicable, this information would include a list of the categories of personal information that was shared and the names and addresses of all third parties with which we shared such information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to:
T&B Planning, Inc.
3200 El Camino Real, Suite 100
Irvine, CA 92602
Please be aware that not all information sharing is covered by the “Shine the Light” requirements and only information on covered sharing will be included in our response. Also note that under California law, businesses are only required to respond to a consumer request once during any calendar year.
Data Protection Laws
How to Contact Us for Information
If we need to contact you, we will do so by any available method, including by e-mail sent to the e-mail address provided by you. You must notify us if you change your e-mail address or other contact information.