Privacy Policy

Rev Up Your Wealth & Co LLC, operating as Rev Up Your Wealth & Co. ("we," "us," or "our"), respects your privacy. This Privacy Policy explains what information we collect through dawnobrien.com (the "Site"), how we use it, who we share it with, and the choices you have. By using the Site or submitting a form, you agree to the practices described here.

Information We Collect

We collect the following categories of information:

• Information you give us. Your name, email address, phone number, and anything you write in a message when you submit our contact form, our Partner With Us form, or our retirement calculator.
• Financial planning inputs. If you use our retirement calculator, the figures you enter — such as your age, savings, contributions, and desired retirement income. These are estimates you provide; we do not ask for account numbers, Social Security numbers, or login credentials anywhere on this Site.
• Communication preferences. Whether you consented to receive text messages from us, and the date of that consent.
• Technical information. Standard information your browser sends automatically, such as IP address, browser type, device type, referring page, and the pages you view on the Site.

How We Use Your Information

We use the information we collect to:

• Respond to your question, request, or consultation booking
• Send appointment confirmations, reminders, and follow-ups
• Provide the results of tools you use, such as the retirement calculator
• Send educational content and updates about our services, where you have agreed to receive them
• Operate, maintain, secure, and improve the Site
• Meet our legal, regulatory, and insurance licensing obligations

We do not sell your personal information, and we do not rent or trade your contact details to third parties for their own marketing.

Text Messaging (SMS)

If you check the SMS consent box on one of our forms, you are giving Rev Up Your Wealth & Co. express written consent to send text messages to the mobile number you provided. Here is exactly what that means:

• What we send. Replies to your inquiry, appointment confirmations and reminders, and occasional updates about our services.
• How often. Message frequency varies based on your activity and the conversation.
• Cost. Message and data rates may apply. These are charged by your mobile carrier, not by us.
• Opting out. Reply STOP to any message to stop receiving texts. Reply HELP for help, or contact us using the details at the bottom of this page.
• Consent is optional. Agreeing to receive text messages is never a condition of purchasing any product or service from us. You can use every form on this Site without checking the box.
• Carrier liability. Mobile carriers are not liable for delayed or undelivered messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the categories described in the "How We Share Information" section below exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Share Information

We share personal information only in the limited circumstances below, and never for another company's own marketing:

• Service providers. Companies that operate this Site and our client communications on our behalf — for example our website host, our form processor, and our customer relationship management (CRM) and messaging platform. They may only use your information to provide services to us.
• Insurance carriers and financial institutions. Where you have asked us to help you apply for or service a product, and only as needed to do so.
• Legal and regulatory. Where required by law, subpoena, regulator, or to protect our rights, our clients, or the public.
• Business transfers. If our business is sold or reorganized, your information may transfer as part of that transaction, subject to this Policy.

Cookies and Analytics

The Site uses cookies and similar technologies to keep the Site working properly and to understand how visitors use it. Third-party components embedded on the Site — such as our scheduling tool, chat widget, and embedded maps and videos — may set their own cookies, governed by their own privacy policies. Most browsers let you block or delete cookies in your settings; some parts of the Site may not work correctly if you do.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect the information we hold. No website or method of transmission is completely secure, however, so we cannot guarantee absolute security. Please do not send account numbers, Social Security numbers, or other sensitive financial details through the forms or chat on this Site.

How Long We Keep Your Information

We keep your information for as long as needed to respond to you, to service your relationship with us, and to satisfy the recordkeeping requirements that apply to licensed insurance and financial services professionals. Records of your text messaging consent and any opt-out are retained as proof of compliance.

Your Choices and Rights

• Email. Use the unsubscribe link in any marketing email.
• Text messages. Reply STOP to any message.
• Access, correction, and deletion. Contact us to ask what information we hold about you, to correct it, or to request deletion. We will honor requests to the extent required by applicable law and consistent with our recordkeeping obligations.

Depending on where you live, you may have additional rights under state privacy laws. We will not discriminate against you for exercising them.

Children's Privacy

The Site is intended for adults. We do not knowingly collect personal information from anyone under 18. If you believe a child has provided us information, contact us and we will delete it.

Third-Party Links

The Site links to other websites and social media profiles we do not control. This Policy does not apply to them, and we are not responsible for their content or privacy practices.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page shows when it last changed. Material changes will be posted here.

Contact Us

Questions about this Privacy Policy, your information, or your messaging preferences:

• Rev Up Your Wealth & Co LLC
• 2810 N. Church St. #786620, Wilmington, DE 19802
• Phone: 856-499-5454
• Email: dawn@lc.dawnobrien.com

See also our Terms & Conditions.