Privacy Policy



PlanPrep, LLC is committed to the security and privacy of all of your personal and business information. This Privacy Policy explains the protection, uses and benefits of the information you provide in order to assure your peace of mind through every step of the process in working with us.

The website and services provided by PlanPrep, LLC are intended for the sole use and benefit of our clients and Investment Advisor Professionals in the U.S. only. We collect personal and financial information of yours or Advisor clients. PlanPrep will update your profile promptly to reflect any new information included in communications received from you.

Technology Employed

We use safe, secure technology and other privacy protection programs to keep your information secure with PlanPrep. We have policies to maintain physical, electronic and procedural safeguards to protect the confidentiality of all client and financial professional data. Access to this information is available only to Burt Williamson.

PlanPrep always takes reasonable steps to verify and identify you, a financial professional or financial professional agent before granting access to account or client data or making any changes or corrections to this information. PlanPrep maintains strict confidentiality of all client and financial professional data unless we have your express written consent to do so otherwise, as with applications for various products we may offer you. We use these procedures to safeguard your information, privacy and relationships.

Third Party Websites and Actions

This document only addresses the use and disclosure of information that we collect from you and distribute to you. Third parties, such as outside investment management firms, eMoney Advisor financial planning software, insurance providers, organizations, other advisors or outsource professionals, attorneys, accountants or wholesalers that may advertise or have links on the PlanPrep website or to whom we may refer you have different privacy rules that will apply to them solely.

PlanPrep does not control, or advise on, the privacy policies of any third parties on your behalf, nor does PlanPrep accept any responsibility for the services a third party may provide or neglect to provide. We recommend that you examine the privacy policies of all third party sites to understand their procedures for collecting, using and disclosing your information prior to sharing any confidential information or engaging their services.

Anti-Spam Policy

We filter out SPAM as thoroughly as possible, and never want to lose or obscure important communications from those doing business with us.

Do not add PlanPrep to any mailing list (email or physical mail) without our express, written consent.

Legal Obligations

PlanPrep may be required by law to disclose information you have provided as part of engaging PlanPrep’s services. It may be necessary for PlanPrep to provide your information for the purpose of resolving disputes that arise in the normal course of business as well.

Termination of Relationship

You may request termination of your relationship with PlanPrep at any time. We will deactivate your account as soon as is reasonably possible. Please send your request by email to

We may retain in our files information pertaining to your account and membership to prevent fraud, collect any fees owed, resolve disputes, comply with legal and regulatory requirements, and enforce the Privacy Policy and written agreements. You should not expect that all of your information to be completely removed from our databases in response to the termination of our relationship unless you specifically request this in writing.

Changes to the PlanPrep Privacy Policy

PlanPrep reserves the right to modify or amend this Privacy Policy at any time. Other changes include: 

  • You may ask us to delete all of your data and information.
  • You have the right to access any of the data we have collected on you.
  • You may deny the placement of cookies on your devices.

Contact Us

Please call us at 650-730-6175 or email if you have any questions regarding this Privacy Policy, our website or any other aspect of the services we provide. Please read the Disclosure located at the bottom of the website prior to engaging PlanPrep, LLC.