Privacy Policy

This Privacy Policy explains how Blue Pine Fiduciary LLC ("Blue Pine Fiduciary", "we", "us") collects, uses and protects personal information when you visit bluepinebundle.com, contact us, or buy our integrated financial planning, wealth management and retirement and succession planning service packages. Financial matters are personal, so we limit what we collect and never share your financial details with advertising platforms. Effective date: 2026-10-23.

Who we are

Blue Pine Fiduciary LLC, registration 202250318847, 13124 RED DOG RD. Contact: [email protected] · +14154846859.

Blue Pine Fiduciary is a financial consulting service that acts in a fiduciary capacity, meaning our guidance is designed around your best interest.

Information we collect

Information you give us: your name, e-mail, phone number and billing address when you book, buy a service package or contact us. During an engagement you may also choose to share information about your financial goals, household, assets, retirement plans and succession wishes so we can provide the service.

Information collected automatically: device type, browser, IP address, pages visited, referring ads, and data from cookies, pixels and similar technologies.

Information from payment processors: confirmation that a payment was made. We do not store full card numbers.

How we use it

We use your information to schedule and deliver your services, answer your questions, send transactional messages such as appointment confirmations and receipts, improve our website, and prevent fraud.

With your consent where required by law, we also use it to send marketing messages and to measure and improve our advertising. You can unsubscribe from marketing e-mails at any time using the link in each message.

Cookies, pixels and advertising

We use the following technologies to measure visits and ad performance and to show our ads to people who have visited our site: Google Analytics and Google Ads remarketing cookies; the Meta Pixel and Meta Conversions API; the TikTok Pixel; and cookies or pixels from native ad networks (Taboola, Outbrain and NewsBreak).

These tools may receive information such as pages viewed, the fact that a form was submitted or a purchase was made, and device and browser data. We do not send health information, personal conditions, or the financial details you share with us (such as income, assets, account information or estate plans) to any advertising platform.

You can block or delete cookies in your browser settings and opt out of interest-based ads through Google Ads Settings, Meta's ad preferences, TikTok's ad settings, and the opt-out tools offered by Taboola, Outbrain and NewsBreak.

Sharing

We share information only with service providers that help us operate (website hosting, payment processing, e-mail, scheduling and analytics), when required by law, or as part of a business transfer such as a merger. Because our services are delivered in person or remotely, we do not use shipping providers.

We do not sell your personal information.

Your rights

Depending on where you live (including California and other U.S. states), you may request access to, correction, deletion or portability of your personal information, and you may opt out of targeted advertising. To make a request, write to [email protected].

We will not discriminate against you for exercising your rights.

Retention and security

We keep information only as long as needed for the purposes described above or as required by law, and we protect it with reasonable technical and organizational measures.

Children and age requirement

Our website is not directed to children under 13, and we do not knowingly collect their information. Our services are sold only to adults 18 years of age or older.

Changes and contact

We may update this policy. The effective date above shows the latest version. Questions: [email protected] · +14154846859 · 13124 RED DOG RD.