We are serious about Your Privacy and Security and are committed to safeguarding the privacy of our website visitors; this policy sets out how we will treat your personal information. This website uses cookies. By using this website and agreeing to this policy, you consent to our use of cookies in accordance with the terms of this policy.
(1) What information do we collect?
We may collect, store, and use the following kinds of personal information: information about your computer and about your visits to and use of this website, including your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views, and website navigation; information that you provide to us for the purpose of subscribing to our website services, email notifications and/or newsletters (including name, email address, and content information, and any other information that you choose to send to us.
(2) Cookies
A cookie consists of information sent by a web server to a web browser, and stored by the browser. The information is then sent back to the server each time the browser requests a page from the server. This enables the web server to identify and track the web browser. We may use both “session” cookies and “persistent” cookies on the website. We will use the session cookies to: keep track of you while you navigate the website; We will use the persistent cookies to: enable our website to recognize you when you visit. Session cookies will be deleted from your computer when you close your browser. Persistent cookies will remain stored on your computer until deleted, or until they reach a specified expiration date. Most browsers allow you to reject all cookies, while some browsers allow you to reject just third-party cookies.
(3) Using your personal information
Personal information submitted to us via this website will be used for the purposes specified in this privacy policy or in relevant parts of the website. We may use your personal information to:
administer the website; improve your browsing experience by personalizing the website; enable your use of the services available on the website; supply to you services via the website; send you general (non-marketing) commercial communications; send you email notifications which you have specifically requested; send to you [our newsletter and other] marketing communications relating to our business [or the businesses of carefully-selected third parties] which we think may be of interest to you by post or, where you have specifically agreed to this, by email or similar technology (you can inform us at any time if you no longer require marketing communications) ;provide third parties with statistical information about our users – but this information will not be used to identify any individual user; deal with enquiries and complaints made by or about you relating to the website; Where you submit personal information for publication on our website, we will publish and otherwise use that information in accordance with the license you grant to us. We will not, without your express consent, provide your personal information to any third parties for the purpose of direct marketing except for products and services provided by Biz Strategists LLC. All our website financial transactions are handled through our payment services provider, PayPal, Stripe.com, Authorize.net and Intuit GoPayment. You can review their privacy policy at their respective site. We will share information with processors only to the extent necessary for the purposes of processing payments you make via our website and dealing with complaints and queries relating to such payments.
(4) Disclosures
We may disclose information about you to any of our employees, officers, agents, suppliers or subcontractors insofar as reasonably necessary for the purposes as set out in this privacy policy. In addition, we may disclose your personal information: to the extent that we are required to do so by law; in connection with any legal proceedings or prospective legal proceedings; in order to establish, exercise or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk);to the purchaser (or prospective purchaser) of any business or asset which we are (or are contemplating) selling; and to any person who we reasonably believe may apply to a court or other competent authority for disclosure of that personal information where, in our reasonable opinion, such court or authority would be reasonably likely to order disclosure of that personal information. Except as provided in this privacy policy, we will not provide your information to third parties.
(5) International data transfers
Information that we collect may be stored, processed, and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy. Information that you provide may be transferred to countries (The United States and Canada) that do not have data protection laws equivalent to those in force in the European Economic Area. In addition, personal information that you submit for publication on the website will be published on the internet and may be available, via the internet, around the world. We cannot prevent the use or misuse of such information by others. You expressly agree to such transfers of personal information.
(6) Security of your personal information
We will take reasonable technical and organizational precautions to prevent the loss, misuse, or alteration of your personal information. We will store all the personal information you provide on our secure (password- and firewall-protected) servers. Of course, data transmission over the internet is inherently insecure, and we cannot guarantee the security of data sent over the internet. You are responsible for keeping your password and user details confidential. We will not ask you for your password (except when you log in to the website).
(7) Policy amendments
We may update this privacy policy from time to time by posting a new version on our website. You should check this page occasionally to ensure you are happy with any changes.
(8) Your rights
You may instruct us to provide you with any personal information we hold about you. Provision of such information will be subject to: the supply of appropriate evidence of your identity (for this purpose, we will usually accept a photocopy of your passport, federal or state ID or an original copy of a utility bill showing your current address. We may withhold such personal information to the extent permitted by law. You may instruct us not to process your personal information for marketing purposes by email at any time. In practice, you will usually either expressly agree in advance to our use of your personal information for marketing purposes, or we will provide you with an opportunity to opt-out of the use of your personal information for marketing purposes.
(9) Third party websites
The website contains links to other websites. We are not responsible for the privacy policies or practices of third party websites.
(10) Updating information
Please let us know if the personal information we hold about you needs to be corrected or updated.
(11) Contact
If you have any questions about this privacy policy or our treatment of your personal information, please write to us by email to [email protected] or by mail at: AFEPI-NW LLC, PO Box 903, Boring, OR 97009
(12) Data controller
The data controller responsible for the information collected on this website is Biz Strategists, LLC.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
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Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, I’m here to help you navigate the complexities of estate planning and asset protection with care and expertise.
Why I’m Passionate About Estate Planning
Estate planning is about more than protecting assets—it’s about protecting legacies. As your trusted guide, I bring together my business acumen, leadership skills, and coaching expertise to help families and individuals across Oregon, Washington, and Idaho build a future of security, prosperity, and peace of mind. Whether you’re considering a revocable trust, irrevocable trust, veterans’ trust, or exploring tax-advantaged strategies, my goal is to empower you with clarity and confidence every step of the way.