This Privacy Policy describes how Golden Allies (“we,” “us,” or “our”) collects, uses, and discloses personal information through our website at www.goldenallies.com (the “Site”). By using this Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.
If you have questions about this Privacy Policy or wish to exercise any privacy rights, please contact us using the information in Section 9 below.
1. Personal Information We Collect
We may collect the following categories of personal information depending on how you interact with our Site:
Identifiers
Name, email address, phone number, mailing address, and IP address.
Contact and Inquiry Information
Information you voluntarily submit through contact forms, webinar registrations, quiz tools, lead generation forms, or scheduling tools, including retirement account balances, age ranges, income information, and financial planning questions.
Communications
Records of emails, phone calls, or messages exchanged between you and Golden Allies, including consultation notes.
Internet and Device Information
Browser type, operating system, referring and exit pages, clickstream data, and information about how you interact with the Site. This information is collected automatically through cookies and similar tracking technologies (see Section 4 below).
Marketing Preferences
Information about your preferences for receiving communications from us, including opt-in and opt-out records.
2. How We Collect Personal Information
Directly from you: When you complete a form, register for a webinar, schedule a consultation, take a quiz, download a resource, or otherwise contact us through the Site.
Automatically: Through cookies, web beacons, and similar technologies when you browse the Site. See Section 4 for details.
From third-party platforms: We may receive information about you from advertising platforms (such as Facebook or Google), email service providers, scheduling tools, or CRM platforms used to manage our communications with prospects and clients.
3. How We Use Personal Information
We use the personal information we collect for the following purposes:
To respond to your inquiries and provide retirement income planning consultations;
To deliver educational content, webinars, and other resources you have requested;
To send marketing communications, including newsletters, event invitations, and promotional materials, where you have opted in or where permitted by applicable law;
To operate, maintain, and improve the Site;
To analyze how visitors interact with the Site and to improve our marketing;
To comply with applicable laws and regulations, including IRS regulations governing Enrolled Agents;
To protect against fraud, unauthorized activity, or other legal liability;
For any other purpose disclosed to you at the time of collection or with your consent.
4. Cookies and Tracking Technologies
Golden Allies uses cookies and similar tracking technologies to enhance your experience on the Site, analyze traffic, and support our marketing activities. This section explains what cookies are, how we use them, and how you can control them.
What Are Cookies?
Cookies are small text files placed on your device when you visit a website. They allow the website to recognize your device and remember information about your visit. Cookies may be “session cookies” (deleted when you close your browser) or “persistent cookies” (which remain on your device for a set period or until deleted).
Types of Cookies We Use
Strictly Necessary Cookies: These cookies are essential for the Site to function properly. They enable core features such as page navigation, form submission, and security. You cannot opt out of these cookies.
Analytics Cookies: We use analytics tools (such as Google Analytics) to collect information about how visitors use the Site, including pages visited, time spent, and traffic sources. This data is aggregated and used to improve the Site.
Marketing and Retargeting Cookies: We use cookies from advertising platforms (such as Facebook Pixel and Google Ads) to track your interactions with our Site and to serve relevant advertisements on third-party platforms. These cookies may track your browsing activity across other websites.
Functional Cookies: These cookies allow the Site to remember your preferences and provide enhanced features, such as pre-filling forms or remembering your settings.
Third-Party Cookies
Some cookies are placed by third-party services we use, including advertising networks, analytics providers, and scheduling tools. These third parties may collect information about your online activities over time and across different websites. We do not control third-party cookies and encourage you to review the privacy policies of those providers.
Your Cookie Choices
You can control cookies through your browser settings. Most browsers allow you to refuse or delete cookies. Please note that disabling certain cookies may affect the functionality of the Site. You may also opt out of interest-based advertising through industry opt-out programs such as the Digital Advertising Alliance (www.aboutads.info) or the Network Advertising Initiative (www.networkadvertising.org).
5. How We Disclose Personal Information
We do not sell your personal information. We may share personal information in the following limited circumstances:
Service Providers: We may share information with third-party vendors who assist us in operating the Site, managing communications, processing payments, or delivering services. These vendors are authorized to use your information only as necessary to provide services to us.
Marketing Platforms: We may share limited information (such as email addresses or phone numbers) with advertising and marketing platforms to deliver targeted communications, subject to your preferences.
Legal Requirements: We may disclose personal information as required by law, court order, or government authority, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
Business Transfers: If Golden Allies is involved in a merger, acquisition, or sale of assets, personal information may be transferred as part of that transaction. You will be notified of any material change in how your information is used.
With Your Consent: We may share personal information for any other purpose with your prior consent.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to comply with applicable legal obligations (including IRS recordkeeping requirements applicable to Enrolled Agents), and to resolve disputes. When personal information is no longer needed, we take reasonable steps to securely delete or anonymize it.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security and encourage you to use caution when submitting sensitive information online.
8. Your Privacy Rights
Depending on your state of residence, you may have rights with respect to your personal information, including:
The right to know what personal information we have collected about you;
The right to request correction of inaccurate personal information;
The right to request deletion of your personal information, subject to legal retention obligations;
The right to opt out of marketing communications at any time by using the unsubscribe link in any email or by contacting us directly;
The right to opt out of interest-based advertising as described in Section 4.
To exercise any of these rights, please contact us using the information in Section 9. We will respond to verified requests within a reasonable time and as required by applicable law.
9. Contact Information
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:
Golden Allies
Website: www.goldenallies.com
State of Operations: Kansas
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the Effective Date at the top of this page. Your continued use of the Site after any changes constitutes your acceptance of the revised Privacy Policy. We encourage you to review this Policy periodically.
Updated: May 28, 2026
