Privacy Policy

Last Updated: 10.16.2024

Introduction and Overview

At Americas Retirement Planning Partners LLC and Barr Advanced Tax Solutions Tr (“Barr ATS,” “we,” “us,” or “our”), we respect your right to privacy and are committed to protecting your personal information.

This Privacy Policy explains how we collect, use, process, and share personal information when you interact with our websites, services, educational content, and affiliated offerings. Please review this Privacy Policy carefully, as it constitutes a legal agreement between you and Americas Retirement Planning Partners LLC and Barr Advanced Tax Solutions Tr, located at:

950 E. State Hwy 114, Suite 160
Southlake, TX 76092

Scope of This Privacy Policy

This Privacy Policy applies to individuals in the United States and describes our privacy practices when we process personal information for the following purposes:

a) Providing general business, financial, retirement, and tax-related educational materials.
b) Providing education services, tax planning services, retirement planning services, and other affiliated professional services offered by Americas Retirement Planning Partners LLC and Barr Advanced Tax Solutions Tr, including services fulfilled by licensed professionals and firms (collectively, the “Services”).
c) Managing, operating, and improving our business operations, websites, and client relationships.

Information We Collect

Information You Provide

We may collect personal information you voluntarily provide, including:

Contact details (name, email address, phone number, mailing address)
Billing and payment information
Information about your business, retirement goals, financial situation, and tax circumstances
Information provided during consultations, account creation, or service purchases
Communications with customer support
Feedback, testimonials, or survey responses
Content you post or share on our social media pages or online communities

Information We Collect When You Use Our Services

When you interact with our websites or services, we may automatically collect:

Device and technical information (IP address, browser type, device type, operating system)
Usage data (pages visited, time spent, links clicked)
Information related to your interaction with financial, tax, or retirement-related content
Approximate location information (based on IP address or device settings, where permitted)
Information collected through cookies, pixels, and similar tracking technologies

Information from Other Sources

We may obtain information about you from third-party sources, including but not limited to:

Identity verification providers
Marketing and lead-generation partners
Customer support and analytics providers
Risk management and fraud prevention services
Publicly available sources and professional databases

How We Use Your Information

We use personal information for the following purposes:

To provide, operate, and improve our Services
To communicate with you regarding services, appointments, updates, and educational content
To personalize your experience and tailor recommendations
To process transactions and manage client accounts
To comply with applicable legal, regulatory, and professional obligations
To protect our rights, prevent fraud, and ensure platform security

Information Sharing

We may share your personal information in the following circumstances:

With your consent or at your direction
With trusted service providers who assist us with business operations (e.g., hosting, analytics, payment processing, communications)
With affiliated partners for joint sales efforts, educational events, or co-branded offerings
In connection with a business transaction such as a merger, acquisition, or asset sale
To comply with legal obligations, court orders, or regulatory requirements
To protect the rights, property, or safety of our business, clients, or others

Sharing with Sabur Private Wealth Management

When providing advanced tax planning, retirement planning, or integrated financial strategies, we may share relevant personal information with Sabur Private Wealth Management, an independent Registered Investment Advisor (RIA) serving high-net-worth (HNW) and ultra-high-net-worth (uHNW) clients.

This information sharing is intended to deliver a comprehensive, coordinated approach to tax planning, retirement planning, and wealth management, and is conducted in accordance with applicable privacy and confidentiality obligations.

Your Rights and Choices

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

Access the personal information we maintain about you
Request correction or updating of inaccurate information
Request deletion of your personal information, subject to legal requirements
Opt out of certain data sharing or marketing communications

To exercise these rights, please contact us at:
📧 Info@Barrmytaxes.com
📞 (469) 702-8955

Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. Any material changes will be posted on our website or communicated to you as required by law.

Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Americas Retirement Planning Partners LLC
Barr Advanced Tax Solutions Tr
950 E. State Hwy 114, Suite 160
Southlake, TX 76092
📞 (469) 702-8955
📧 Info@Barrmytaxes.com
🌐 www.Barrmytaxes.com

Children’s Privacy

Our Services are not intended for children under the age of 13. We do not knowingly collect or solicit personal information from children under 13.