Privacy Policy
Last Updated: June 26, 2025
Introduction
At Advanced Wealth and Retirement Planning Concepts, LLC ("Advanced Wealth," "we," "us," or "our"), we respect your privacy and are committed to protecting it through our compliance with this policy.
This policy describes the types of information we may collect from you or that you may provide when you
visit our website at www.advancedwealthllc.com (our "Website") and our practices for collecting, using,
maintaining, protecting and disclosing that information.
This policy applies to information we collect:
On this Website
In email, text and other electronic messages between you and this Website
Through mobile and desktop applications you download from this Website, which provide dedicated
non-browser-based interaction between you and this Website
When you interact with our advertising and applications on third-party websites and services, if those
applications or advertising include links to this policy
It does not apply to information collected by:
us offline or through any other means, including on any other website operated by Advanced Wealth
or any third party (including our affiliates and subsidiaries); or
any third party (including our affiliates and subsidiaries), including through any application or content
(including advertising) that may link to or be accessible from or on the Website
Please read this policy carefully to understand our policies and practices regarding your information and
how we will treat it. If you do not agree with our policies and practices, your choice is not to use our
Website. By accessing or using this Website, you agree to this privacy policy. This policy may change from time to time. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.
Children Under the Age of 13
Our Website is not intended for children under 13 years of age. No one under age 13 may provide any
personal information to or on the Website. We do not knowingly collect personal information from
children under 13. If you are under 13, do not use or provide any information on this Website or on or
through any of its features, register on the Website, make any purchases through the Website, use any of
the interactive or public comment features of this Website or provide any information about yourself to
us, including your name, address, telephone number, email address or any screen name or user name
you may use. If we learn we have collected or received personal information from a child under 13
without verification of parental consent, we will delete that information. If you believe we might have any
information from or about a child under 13, please contact us at admin@advancedwealthllc.com.
Information We Collect About You and How We Collect It
We collect several types of information from and about users of our Website, including information:
by which you may be personally identified, such as name, postal address, email address, telephone
number, financial information, or ANY OTHER INFORMATION THE WEBSITE COLLECTS THAT IS
DEFINED AS PERSONAL OR PERSONALLY IDENTIFIABLE INFORMATION UNDER AN APPLICABLE LAW
("personal information");
that is about you but individually does not identify you; and/or
about your internet connection, the equipment you use to access our Website and usage details
We collect this information:
Directly from you when you provide it to us
Automatically as you navigate through the site. Information collected automatically may include
usage details, IP addresses and information collected through cookies, web beacons and other
tracking technologies
From third parties, for example, our business partners
Information You Provide to Us: The information we collect on or through our Website may include:
Information that you provide by filling in forms on our Website, including information provided at the
time of requesting our financial services, subscribing to our newsletters, posting material or
requesting further services
Records and copies of your correspondence (including email addresses), if you contact us
Your responses to surveys that we might ask you to complete for research purposes
Details of transactions you carry out through our Website and of the fulfillment of your requests for
financial services
Your search queries on the Website
Information We Collect Through Automatic Data Collection Technologies: As you navigate through
and interact with our Website, we may use automatic data collection technologies to collect certain
information about your equipment, browsing actions and patterns, including:
Details of your visits to our Website, including traffic data, location data, and other communication
data and the resources that you access and use on the Website
Information about your computer and internet connection, including your IP address, operating
system and browser type
The technologies we use for this automatic data collection may include:
Cookies (or browser cookies): A cookie is a small file placed on the hard drive of your computer.
You may refuse to accept browser cookies by activating the appropriate setting on your browser.
However, if you select this setting you may be unable to access certain parts of our Website
Flash Cookies: Certain features of our Website may use local stored objects (or Flash cookies) to
collect and store information about your preferences and navigation to, from and on our Website
Web Beacons: Pages of our Website may contain small electronic files known as web beacons (also
referred to as clear gifs, pixel tags and single-pixel gifs) that permit Advanced Wealth, for example, to
count users who have visited those pages
How We Use Your Information
We use information that we collect about you or that you provide to us, including any personal
information:
To present our Website and its contents to you
To provide you with information about our financial planning and investment advisory services
To provide you with information, products or services that you request from us
To provide you with notices about your account or services
To carry out our obligations and enforce our rights arising from any contracts entered into between
you and us
To notify you about changes to our Website or any products or services we offer or provide through
it
To allow you to participate in interactive features on our Website
To fulfill any purpose for which you provide it
For any other purpose with your consent
Disclosure of Your Information
We may disclose aggregated information about our users, and information that does not identify any
individual, without restriction.
We may disclose personal information that we collect or you provide as described in this privacy policy:
To TLG Advisors, Inc., our registered investment adviser, and other contractors, service providers and
third parties we use to support our business who are bound by contractual obligations to keep
personal information confidential
To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization,
dissolution or other sale or transfer of some or all of Advanced Wealth's assets
To comply with any court order, law or legal process, including to respond to any government or
regulatory request
To enforce or apply our terms of use and other agreements
If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of
Advanced Wealth, our customers or others
Data Security
We have implemented measures designed to secure your personal information from accidental loss and
from unauthorized access, use, alteration and disclosure. Given the nature of our financial services, we
take additional precautions to protect sensitive financial information.
The safety and security of your information also depends on you. Where we have given you (or where
you have chosen) a password for access to certain parts of our Website, you are responsible for keeping
this password confidential.
Unfortunately, the transmission of information via the internet is not completely secure. Although we do
our best to protect your personal information, we cannot guarantee the security of your personal
information transmitted to our Website. Any transmission of personal information is at your own risk.
Choices About How We Use and Disclose Your Information
Tracking Technologies and Advertising: You can set your browser to refuse all or some browser
cookies, or to alert you when cookies are being sent. If you disable or refuse cookies, please note that
some parts of this site may then be inaccessible or not function properly.
Accessing and Correcting Your Information
You may contact us to request access to, correct or delete any personal information that you have
provided to us. We cannot delete your personal information except by also deleting your user account.
We may not accommodate a request to change information if we believe the change would violate any
law or legal requirement or cause the information to be incorrect.
Your California Privacy Rights
California Civil Code Section § 1798.83 permits users of our Website that are California residents to
request certain information regarding our disclosure of personal information to third parties for their
direct marketing purposes. To make such a request, please contact us using the information provided
below.
Changes to Our Privacy Policy
It is our policy to post any changes we make to our privacy policy on this page. If we make material
changes to how we treat our users' personal information, we will notify you by email to the email address
specified in your account and/or through a notice on the Website home page. The date the privacy policy
was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-
date active and deliverable email address for you, and for periodically visiting our Website and this
privacy policy to check for any changes.
Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at:
Advanced Wealth and Retirement Planning Concepts, LLC
Email: admin@advancedwealthllc.com
Phone: 800-348-4221
Address: 14090 Southwest Fwy #300, Sugar Land, TX 77478
Advisory Services Provided Through:
TLG Advisors, Inc.
475 Springfield Ave.
Summit, NJ 07901
Phone: 888-371-0013
Advisory services offered through TLG Advisors, Inc., an Investment Adviser registered with the U.S. Securities & Exchange Commission. Insurance and insurance related products offered by Advanced Wealth and Retirement Planning Concepts, LLC. TLG Advisors, Inc and Advanced Wealth and Retirement Planning Concepts, LLC are not affiliated companies.
