Privacy Policy

ClearPath Planning (a brand of Brand and Associates, LLC) is committed to maintaining the confidentiality and security of your personal information. This policy outlines our practices regarding the collection and protection of data provided through our digital platforms.

Information Collection and Utilization

We collect personal identifiers, such as name and contact information, provided voluntarily by users. This data is utilized exclusively to facilitate the delivery of secure financial snapshot surveys and related advisory services requested by the client.

SMS Communication Standards

Upon receiving express electronic consent, ClearPath Planning may transmit a one-time transactional text message containing a secure access link to our proprietary client survey.

• Frequency: Limited to a one-time message per individual request.
• Costs: Standard message and data rates may apply.
• Control: Users may revoke consent at any time by replying STOP. For additional assistance, reply HELP.

Data Disclosure and Privacy Safeguards

ClearPath Planning does not sell, rent, or lease customer phone numbers or PII to third parties. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.