Privacy Policy

Last Updated: August 25, 2026

Estate Plan 4 You is a brand operated by Fleming Parries Strategic Advisors LLC (“Estate Plan 4 You,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, register for a workshop, schedule a STEP Review, submit a form, communicate with us, or use our services.

Information We Collect

We may collect information that you voluntarily provide, including:

Name

Email address

Telephone number

Mailing address

Appointment and workshop-registration information

Information concerning your estate-planning, retirement-planning, tax-strategy, insurance, or financial-planning needs

Communications and other information you submit to us

We may also automatically collect certain technical information when you use our website, including your IP address, browser type, device information, pages visited, referring website, and information collected through cookies and similar technologies.

How We Use Information

We may use collected information to:

Respond to inquiries and requests

Register individuals for educational workshops

Schedule and manage STEP Reviews and appointments

Provide appointment confirmations, reminders, and service updates

Communicate about educational events, services, and planning opportunities

Maintain customer and prospect records

Improve our website, communications, and services

Protect against fraud, misuse, or security threats

Meet legal, regulatory, and recordkeeping obligations

Email Communications

If you provide your email address, we may send informational or marketing emails consistent with your request, relationship with us, and applicable law. You may unsubscribe from marketing emails by using the unsubscribe link included in the message. Transactional or service-related communications may still be sent when necessary.

SMS Messaging and Consent

When you separately and affirmatively opt in, Fleming Parries Strategic Advisors LLC, operating as Estate Plan 4 You, may send marketing or non-marketing text messages to the telephone number you provide.

Messages may include workshop information, registration reminders, appointment confirmations and reminders, STEP Review follow-up, and service updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.

Consent to receive marketing text messages is optional and is not a condition of purchasing any product or service. Consent to marketing messages is collected separately from consent to non-marketing or transactional messages.

Mobile information, including telephone numbers and SMS consent records, will not be sold, rented, shared, or disclosed to third parties or affiliates for their own marketing or promotional purposes. Information may be shared with service providers only as necessary to deliver requested communications and operate our services. SMS opt-in data and consent will not be shared with third parties for their own marketing purposes.

How We Share Information

We may share information with vendors and service providers that assist us with website hosting, customer relationship management, appointment scheduling, communications, data storage, analytics, security, and business operations.

We may also disclose information:

At your direction or with your consent

To comply with applicable law, regulation, subpoena, court order, or legal process

To protect our rights, property, customers, or others

In connection with a merger, acquisition, restructuring, financing, or transfer of business assets

We do not sell personal information.

Cookies and Analytics

Our website may use cookies, tracking technologies, and analytics services to operate the website, remember preferences, understand website traffic, and improve performance. Browser settings may allow you to block or delete cookies, although some website features may not function properly afterward.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, maintain business and legal records, resolve disputes, enforce agreements, and comply with applicable obligations.

Your Choices

You may contact us to request that we update or correct certain personal information. You may also:

Unsubscribe from marketing emails using the link provided in the email

Reply STOP to opt out of text messages

Adjust browser settings concerning cookies

Certain records may be retained when required for legal, regulatory, contractual, fraud-prevention, or legitimate business purposes.

Third-Party Websites

Our website may contain links to websites or services operated by third parties. We are not responsible for the privacy practices, security, or content of third-party websites. Review their privacy policies before providing information.

Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13. If we learn that such information has been collected, we will take reasonable steps to delete it.

Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised “Last Updated” date. Continued use of the website after changes are posted constitutes acknowledgment of the updated policy.

Contact Us

Questions or requests concerning this Privacy Policy may be directed to:

Estate Plan 4 You
Operated by Fleming Parries Strategic Advisors LLC
2014 Champions Gateway
Canton, Ohio 44708
Email: [email protected]
Phone: (330) 294-9467