Who We Are & How to Contact Us

Money Works Group
4324 Mapleshade Lane, Suite 155
Plano, TX 75093
info@moneyworksgroup.com • (972) 327-3737

Data Controller (for website interactions): Money Works Group

Privacy contact: info@moneyworksgroup.com

Information We Collect

Information you provide directly

• Contact details (name, email, phone, address).
• Appointment, consultation, or “Contact Us” form entries and any messages you send.
• Marketing preferences (e.g., newsletter opt-in).
• Client onboarding information if you become a client (handled under GLBA/Reg S-P notice).

Information collected automatically

• Device and usage data (IP address, browser type, pages viewed, time on site, referring URLs).
• Cookies and similar technologies (see “Cookies & Analytics”).
• Approximate location derived from IP address.

Information from third parties

• Scheduling tools, CRM/marketing platforms, or advertising networks you interact with.
• Publicly available sources or business partners when permitted by law.

How We Use Information

• Provide, secure, operate, and improve the website and our services.
• Respond to inquiries, schedule consultations, and deliver requested materials.
• Send educational content and newsletters (with your consent/opt-in where required).
• Personalize content, measure site performance, and conduct analytics.
• Comply with legal, regulatory, and risk-management obligations.
• Protect our rights, privacy, safety, and property and those of our clients or others.

Disclosure of Information

We may disclose personal information:

• Service providers/vendors: website hosting, analytics, email delivery, CRM/marketing tools, and security services bound by contractual confidentiality obligations.
• Professional/affiliated partners: only as needed to deliver requested services to you (subject to your authorization and applicable law).
• Legal and safety: to comply with law or lawful requests, enforce our terms, and protect rights and safety.
• Business transfers: in connection with mergers, reorganizations, or similar corporate transactions.

We do not sell your personal information for money. We may use or disclose limited data for “sharing”/“targeted advertising” under certain state laws; see “Your Privacy Rights” for opt-out options.

Cookies & Analytics

We use cookies and similar technologies to operate our site, remember preferences, and understand how visitors use our pages.

• Essential cookies: required for site functionality and security.
• Performance/analytics: to measure traffic and improve user experience.
• Marketing: to deliver or measure messages where permitted.

You can control cookies via your browser settings. If you block certain cookies, some features may not work. Where required by law, we will request your consent through a banner. You may update choices via: Cookie Preferences (insert your CMP link or script).

Do Not Track: Our site does not currently respond to browser “Do Not Track” signals. We honor applicable legal requirements related to opt-out preferences under state privacy laws when technically feasible.

Financial Privacy (GLBA/Reg S-P)

If you engage us for financial advisory services, your “nonpublic personal information” is protected by the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P. Our Financial Privacy Notice describes the categories of information we collect, the categories of third parties with whom we share, and how you may limit certain sharing. We provide that notice as required by law. To request a copy at any time, contact us at info@moneyworksgroup.com or (972) 327-3737.

Your Privacy Rights (U.S.)

Depending on where you live, you may have the rights to:

• Know/Access the categories and specific pieces of personal information we have collected about you.
• Correct inaccuracies in your personal information.
• Delete personal information, subject to exceptions.
• Opt-out of the sale or sharing of personal information and of targeted advertising.
• Limit the use/disclosure of sensitive personal information (if applicable).
• Non-discrimination for exercising your privacy rights.

These rights are provided under laws such as the California Consumer Privacy Act (CCPA/CPRA) and similar laws in Virginia, Colorado, Connecticut, and Utah. We will verify your identity before fulfilling requests.

How to Exercise Your Rights

Submit a request by emailing info@moneyworksgroup.com or calling (972) 327-3737. Please include “Privacy Request” and specify the right(s) you wish to exercise. If an authorized agent submits for you, we may request proof of authorization.

Opt-out of Sale/Sharing or Targeted Advertising

Use this link to opt-out: Do Not Sell or Share My Personal Information (configure this page or a CMP control). You may also use a recognized browser opt-out signal where supported, and we will treat it as a valid opt-out where legally required.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory obligations (including financial recordkeeping), resolve disputes, and enforce our agreements. Where possible, we apply de-identification or aggregation when retention is needed for analytics or security.

Security

We use administrative, technical, and physical safeguards designed to protect personal information appropriate to the nature of the data. No method of transmission or storage is completely secure. If we learn of a security incident affecting your information, we will take steps consistent with applicable laws.

Children’s Privacy

Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child provided us information, please contact us and we will take appropriate action.

Third-Party Links & Services

Our site may link to third-party websites, social media, or embedded content (e.g., videos, maps) that we do not control. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing information to third parties.

International Visitors

We operate in the United States. If you access our site from outside the U.S., you understand that your information may be processed in the U.S., where privacy laws may differ from those in your jurisdiction.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top indicates when changes were most recently made. Material changes will be noted on this page and, when required, we will notify you through other means.

How to Contact Us

For questions about this Privacy Policy or our privacy practices, contact:

Money Works Group
Attn: Privacy
4324 Mapleshade Lane, Suite 155
Plano, TX 75093
info@moneyworksgroup.com • (972) 327-3737

Principal contact: David Duston