1. Who We Are

This Privacy Policy applies to theretirementtaxtrap.com and is issued by Gregory S. DuPont, Attorney and Certified Financial Planner™, on behalf of DuPont Law Group, Advocate Wealth Solutions, and the March to a Million Movement (collectively, "we", "us", "our"). When you provide your information through this website, you are sharing it with these entities for the purposes described below.

2. Information We Collect

Information you give us directly:

• Contact info: name, email address, phone number — when you take the Risk Assessment, opt in for the book, or book a Discovery Session.
• Quiz answers: your responses to the 8-question Retirement Tax Trap Risk Assessment, including your age range, asset concentration, estate planning status, and net worth range.
• Communications: emails, voicemails, or messages you send us.

Information we collect automatically:

• Usage data: pages visited, time on page, clicks, browser type, device, IP address, referrer URL.
• Cookies and pixels: first-party cookies for site functionality, plus third-party tracking pixels (Meta Pixel, Google Analytics, Google Ads). These help us measure ad performance and improve the site.
• UTM parameters: source/medium/campaign tags that tell us which ad or referral brought you here.

3. How We Use Your Information

We use the information you provide to:

• Deliver the products and services you request (the free book, the Risk Assessment results, the Discovery Session);
• Send you educational emails about retirement tax planning, estate planning, and the firm's services;
• Personalize your Risk Assessment result page with your specific exposure estimates;
• Conduct firm operations (client intake, conflict checking, compliance);
• Comply with legal obligations and respond to lawful requests;
• Improve the website and our services.

4. How We Share Your Information

We do not sell your personal information. We share it only with:

• Service providers who help us operate the website and run the firm — for example, our CRM (GoHighLevel), email service provider, scheduling tool (Calendly), and analytics platforms. These vendors are contractually bound to use your data only to perform services for us.
• Affiliated entities: DuPont Law Group, Advocate Wealth Solutions, and the March to a Million Movement may share your information internally to provide coordinated planning services.
• Legal compliance: we may disclose information if required by law, court order, or to protect our rights, your safety, or the safety of others.

5. Cookies and Tracking

We use cookies and similar technologies for site functionality, analytics, and advertising. You can disable cookies through your browser settings, but some features (like the Risk Assessment) may not function properly without them.

We use the following third-party trackers:

• Google Analytics — for site usage analytics (subject to Google's Privacy Policy)
• Meta (Facebook) Pixel — for ad attribution and audience building (subject to Meta's Privacy Policy)
• GoHighLevel CRM — for contact management and email automation
• Calendly — for booking the Discovery Session (subject to Calendly's Privacy Policy)

6. Email Communications

When you submit your email, you opt in to receive educational emails about retirement planning, estate planning, and our services. You can unsubscribe at any time by clicking the unsubscribe link at the bottom of any email or by emailing us directly. We comply with the CAN-SPAM Act and applicable email marketing laws.

7. Your Rights

Depending on your state of residence, you may have the right to:

• Access the personal information we hold about you
• Correct inaccurate information
• Request deletion of your information (subject to our legal record-keeping obligations)
• Opt out of marketing emails
• Opt out of the sale or sharing of your data (we do not sell data)
• Request data portability

If you live in California, Virginia, Connecticut, Colorado, or Utah, you have additional rights under state privacy laws. To exercise any of these rights, email us at [email protected].

8. Data Retention

We keep your information as long as needed to provide our services, comply with legal obligations (including state bar record-retention rules), and resolve disputes. When information is no longer needed, we delete or anonymize it.

9. Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no internet transmission or storage system is 100% secure. By using this website, you accept this inherent risk.

10. Children

This website is intended for adults age 18 and older. We do not knowingly collect information from children. If we learn we have collected information from a child, we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent revision. Material changes will be communicated via email or a prominent notice on the website.

12. Contact

Questions about this Privacy Policy or your information:

DuPont Law Group / Advocate Wealth Solutions
655 Metro Place South, #440
Dublin, OH 43017
(614) 881-2523

Legal inquiries: [email protected]
Financial planning inquiries: [email protected]