This website uses cookies to collect information about your browsing activity, such as pages visited and time spent on each page. This information is used to improve the website’s user experience and personalize content. You can disable cookies in your browser settings. We may also share aggregated, non-personal information with third-party analytics providers. If you have any questions about our privacy practices, please contact us at [email protected]. We will update this privacy policy periodically, and any changes will be posted on this page.

We collect your name, company name, email address, and other contact information to provide the information or services you request, connect you with licensed financial professionals on the Plan 4 It Pro platform, and provide company news or updates when appropriate. Our website is not used to collect consumer opt-in for any 10DLC messaging campaign.

Plan 4 It Pro, CSI Financial Group, or advisors connected to the platform may provide you with related informational and transactional communications by phone, email, or SMS messaging (text). These communications may include appointment reminders, requested information, maintenance updates, or other service notifications. You may select your preferred methods of communication for this information. For marketing communications or offers we believe may be of interest to you, you may unsubscribe from such emails or reply STOP at any time to cease marketing text messages. SMS messaging rates and message frequency may vary.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.