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Privacy Policy

Our Privacy Policy


General Statement.

Green Tree Planning has adopted certain policies to protect the privacy of our clients, potential clients, and website visitors (collectively “Users”). This statement describes in general terms these policies with respect to the collection, use, and disclosure of personal and non-personal information provided by Users. By visiting and using the website, or entering into a fee agreement for services, you are agreeing to and accepting our Privacy Policy and the terms and conditions of our website.


Personal Information Collection.

Generally the collected personal information is voluntarily provided to us. Personal information collected usually includes, but is not limited to, first and last name, telephone number, physical address, e-mail address, family information, employment information, and personal goals. Depending on the services we have agreed to supply, this information often includes SSNs, FEINs, securities account numbers and statements, financial information, tax returns and other confidential personal information.


Non-Personal Information Collection.

Various types of non-personal information is also voluntarily provided to us and some is collected by our website operation. The non-personal information includes the type of operating system your computers use (e.g., Mac® or Windows®), the type of browser you use, your website user IP address and the domain name used to access the website (Google®, etc.). In addition, we may collect information about your browsing behavior, such as the date and time of site visits, the visited website areas, the time spent viewing the website, the number of returns to the website, and other click-stream data (often referred to as “browsing behavior information”).


Security of Information.

We maintain physical, procedural, and a reasonable level of electronic safeguards to protect your personal  and non-personal information. Access to personal information is limited to persons or entities engaging in activities provided for by this Privacy Policy who have agreed in writing never to divulge this information without your consent unless compelled by law to do so.


Third Party Privacy Terms & Conditions.

To the extent that any of the third party sites accessible through this website have privacy practices different from those stated in this Privacy Policy, those third party practices govern the collection and use of information. We are not responsible for the policies, content, and practices of any other companies.


Use of Information.

We use information collected from Users primarily for the following purposes:

1) delivery of marketing materials, product information, and other items.
2) conducting internal reviews and analyses of our website.
3) help us better understand Users.
4) responding to specific User requests.
5) To protect the security or integrity of the website.


Disclosure of Information.

We may transfer or otherwise disclose selected User information to employees, independent contractors, consultants, related service providers and suppliers to enable a business, professional, or technical support to function in our efforts to provide service to the User. We also disclose User information if required by law (i) in response to a judicial process, and (ii) upon request of law enforcement agencies in connection with an investigation on matters of public safety.


Changes to this Privacy Statement.

We reserve the right to change the terms of this Privacy Policy. To ensure that Users are aware of current privacy practices, Users should consult this website regularly.


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