Privacy Policy

Effective Date: June 15, 2026

Blueprint Capital Advisors respects your privacy and is committed to protecting your personal information.

Information We Collect

We may collect the following information when you submit forms, schedule appointments, request quotes, or contact us:

Name

Email address

Phone number

Mailing address

Information related to insurance, retirement, financial planning, or other services requested

Website usage data through cookies and analytics tools

How We Use Your Information

We use the information collected to:

Schedule appointments

Provide insurance quotes

Deliver financial planning and retirement planning services

Respond to inquiries and customer support requests

Send service updates and appointment reminders

Improve our website and services

SMS Communications

By providing your phone number and opting in, you consent to receive SMS messages from Blueprint Capital Advisors regarding appointments, insurance quotes, account updates, customer support, and related services.

Message frequency varies.

Message and data rates may apply.

Reply STOP to unsubscribe.

Reply HELP for assistance.

Data Sharing

Blueprint Capital Advisors does not sell, rent, or share your personal information, including mobile phone information, with third parties for marketing or promotional purposes.

Mobile information will not be shared with third parties/affiliates for marketing or promotional purposes.

Cookies and Tracking Technologies

Our website may use cookies, analytics tools, and similar technologies to improve user experience and analyze website performance.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us.

Contact Information

Blueprint Capital Advisors
Website: TheBlueprintCapital.com
Email: [email protected]