Privacy Policy

Privacy Policy

Effective Date: October 15, 2026

Northstar Planning ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your information.

1. Information We Collect

We collect information that you voluntarily provide when you interact with our website or request our services, including:

  • ●Contact information: First name, last name, phone number, email address, and city.
  • ●Consultation preferences: Preferred language, preferred contact method (phone, text, or email), preferred contact time, and the type of planning you are interested in.
  • ●Messages: Any additional information you choose to include in the message field of our forms.
  • ●Consent preferences: Your consent (or lack of consent) to receive text messages from us.
  • ●Marketing attribution data: When you visit our website through a link from an advertisement or other source, we may collect standard tracking parameters (such as UTM campaign, source, medium, and content), the landing page you arrived on, and the referring website or page.
  • ●Information from social media lead ads: When you submit a lead form through our Facebook or Instagram advertisements, we receive the information you provided to that platform, which typically includes your name, email address, and phone number.

2. How We Collect Information

We collect information through:

  • ●Website forms: When you submit a consultation request or contact form on our website.
  • ●Social media lead advertisements: When you interact with our lead-generation advertisements on Facebook or Instagram and submit your information through those platforms' native lead forms.
  • ●Consultation requests: When you request a free consultation by phone, through our website, or through our advertising.

3. How We Use Your Information

We use the information we collect to:

  • ●Respond to your inquiries and provide the information you request.
  • ●Schedule and confirm consultation appointments.
  • ●Deliver the pre-need planning services you are interested in.
  • ●Contact you using your preferred method and at your preferred time.
  • ●Send you text messages if you have provided consent to receive them.
  • ●Improve our services and understand how visitors find and use our website.

4. How We Share Your Information

We do not sell your personal information. We may share your information with authorized service providers who help us operate our business, including:

  • ●Website hosting and platform providers that host our website and store the information you submit.
  • ●Email and communications providers that help us send and receive messages related to your inquiry.
  • ●Customer relationship management (CRM) providers that help us manage and respond to leads.

These service providers are authorized to use your information only as necessary to provide services to us, and they are obligated to protect your information.

We may also disclose your information if required by law or in response to a valid legal request.

5. Cookies, Analytics, and Advertising Technologies

Our website uses local storage to remember your language preference. We do not use third-party analytics tools (such as Google Analytics), advertising pixels (such as the Meta Pixel), or other tracking technologies on our website.

When you interact with our advertisements on Facebook or Instagram, those platforms may use their own cookies and tracking technologies subject to their own privacy policies.

6. Data Storage and Security

We store the information you submit on secure platforms operated by our service providers. We take reasonable measures to protect your information from unauthorized access, alteration, or disclosure. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to respond to your inquiry, provide the services you request, and meet any applicable legal or contractual obligations. If you would like your information deleted sooner, you may request deletion as described below.

8. Your Privacy Rights and Choices

You have the right to:

  • ●Access: Request a copy of the personal information we hold about you.
  • ●Correction: Request that we correct any inaccurate or incomplete information.
  • ●Deletion: Request that we delete your personal information, subject to applicable legal obligations.
  • ●Opt out of communications: You may opt out of receiving text messages by replying "STOP" to any text message, or by contacting us using the information below. You may opt out of emails by contacting us at any time.

To exercise any of these rights, please contact us using the information provided below.

9. How to Contact Us About Privacy

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Northstar Planning

Email: Northstarplanning1@outlook.com

Phone: (956) 589-0500

Service area: Rio Grande Valley, Texas

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the effective date at the top of this page.

NORTHSTAR
Northstar Planning

"Planning Today. Protecting Tomorrow."

Helping families across the Rio Grande Valley and South Texas plan ahead with clarity, compassion, and peace of mind.

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Specific plans, pricing, availability, funding, cancellation/refund provisions, eligibility, portability, and other terms are subject to the applicable contracts and providers. Information on this website is provided for educational purposes only and does not constitute an offer to sell or a solicitation to purchase any pre-need plan. Submitting a consultation request does not constitute purchasing a plan or entering into a contract.

Β© 2026 Northstar Planning. All rights reserved.

Privacy Policy