Privacy & Disclosure

Privacy & Disclosure2020-07-27T16:04:29+00:00

Privacy & Disclosure

Effective Date: 22 DECEMBER 2019

The Why

Tailored WealthSaver, LLC is committed to your privacy. The purpose of this page is to provide a comprehensive privacy policy plus disclosure in one place to ensure the best interest for our clients and Tailored WealthSaver, LLC. Moreover, this Privacy Policy describes how Tailored WealthSaver, LLC collects and utilizes personal information. Tailored WealthSaver, LLC reserves the right to update this Privacy Policy. The effective date of the policy, located at the top of this page, will indicate the date for the most recent privacy policy/disclosure.

Tailored WealthSaver, LLC is a financial literacy service provider and does not trade or transact investment fund options such as securities, options, commodities, futures, retirement plans and/or life insurance.

What is Collected?

To provide the best service to clients, we collect two types of information: Personally Identifiable Information (PII) and Non-Personally Identifiable Information (NPII). Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as:
“Any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person.”

To comply with regulation under GDPR we keep personal data up to date in accordance with records received; storing and destroying personal data securely; not collecting excessive amounts of data; protecting personal data.

Email Opt In

Tailored WealthSaver, LLC honors the privacy for those who opt into email subscriptions and is dedicated to send relevant information. Tailored WealthSaver does not sell, lease or rent personal identifying information to third parties (excluding partnered platforms such as MailChimp- and still we do not sell, lease or rent this information to the platform) nor share information without consent. By signing up for email subscriptions, you are opting in to receive email communications from Tailored WealthSaver, LLC.

To opt out, simply submit an email to with the subject “unsubscribe from future emails.”

Tailored WealthSaver, LLC is a financial literacy service provider and does not trade or transact investment fund options such as securities, options, commodities, futures, retirement plans and/or life insurance.

Utilizing Data

Tailored WealthSaver, LLC is dedicated to clients’ personal information. As a result, for full disclosure Tailored WealthSaver, LLC may use personal information for the following:

  • Correspondences in relation to orders/questions/concerns
  • Payment processing
  • Send requested service information
  • Send marketing communications through subscribed channels such as email and social media
  • Send emails or call to respond to questions, concerns and client support inquiries
  • To provide services such as spending plans with the client
  • To process invoices and/or service orders.
  • Send email confirmations, receipts and transactional emails for Tailored WealthSaver, LLC
Trusted Partners & Affiliated Websites

Tailored WealthSaver, LLC website and our social media platform accounts (Facebook, Instagram, Youtube, Twitter) shares resources to our audience to educate and inform. Tailored WealthSaver, LLC is not responsible for information collected, content nor the privacy for websites outside of We educate clients to read disclosures and privacy statements in all interactions. We strive to research and investigate all affiliated websites’ mission and purpose prior to partnering with any organization.

Payment Platform

Tailored WealthSaver, LLC utilizes PayPal Holding, Inc and Stripe, Inc to process payments for services. To view the privacy policy for PayPal Holding, Inc. please visit To view the privacy policy for Stripe, Inc please visit

Tailored WealthSaver, LLC collects some personal info to process invoice payments and grant assistance for financial hardships. Tailored WealthSaver, LLC does not store credit card details nor share, sell, rent or lease client information.

Contact Us Form

Information contained or submitted through the Contact Us Form is protected by RECAPTCHA AND THE GOOGLE Privacy Policy and terms of Service.

Website Host

GoDaddy Operating Company, LLC currently host Tailored WealthSaver, LLC website. Please review the GoDaddy Operating Company, LLC privacy policy for additional details as our website host at

Additional Platforms Utilized

Tailored WealthSaver, LLC utilizes platforms such as MailChimp for email subscriptions. Please visit their privacy policy for additional details


We are grateful for your trust in Tailored WealthSaver, LLC.

We offer a full-money back guarantee for all transactions made on our website within 14 calendar days of your purchase and 72-hours prior to services being rendered. For this reason, there is a 3-day delay to schedule services from Tailored WealthSaver, LLC.

Appointments canceled/rescheduled/missed within 48 hours of services being rendered are eligible for a one-time reschedule or refund of deposit. After the first rescheduled appointment, any appointment(s) missed Tailored WealthSaver, LLC reserves the right to refuse service and will not refund any deposits made.

Credit Report Policy

For our clients’ privacy, clients are asked to pull only one of their credit reports from If all three credit reports were previously pulled for the year, clients are asked to wait until JANUARY of the upcoming calendar year when their credit report is available. If a client choses to wait, Tailored WealthSaver, LLC will credit the client for service until APRIL of the new calendar year, when the credit report is available. To protect our clients Personal Identifying Information (PII) Tailored WealthSaver, LLC does not collect clients’ Social Security Number; which is a requirement to pull credit reports.

Reschedule Appointments

Please email prior to 48-hours of services being rendered to request a refund, cancel or reschedule your appointment. In the email please include your name, telephone number and request.


It is recommended to consult with your internet browser’s support team, update the internet browser as updates are released, report browser security threats and adjust privacy settings to safeguard information.

Tailored WealthSaver, LLC attempts to protect your personal data in the same manner as if it was our own.

Submitting information through the internet is done as your own risk. In order to protect your data, Tailored WealthSaver, LLC put in place procedures to safeguard and secure data collected via this website.

Tailored WealthSaver, LLC has email encryption to best safeguard clients’ personal data. Due to transmission of information through the internet please only email information at your own risk.


We welcome your feedback! Please contact Tailored WealthSaver, LLC for questions regarding our privacy policy at the address listed below.
Tailored WealthSaver, LLC
PO BOX 551281
Jacksonville, FL 32255

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