Last Updated: February 2026
Plan Vault ("Plan Vault," "we," "our," or "us") is committed to protecting your privacy and handling personal information responsibly. Plan Vault operates as a financial plan matching and lead-distribution platform that connects individuals seeking personalized financial planning with qualified financial planning partners.
For this specific campaign, Plan Vault is acting as a marketing partner for Eppler Capital Funds, connecting interested investors with information about their professionally managed promissory note fund.
This Privacy Policy explains how we collect, use, share, and safeguard personal information obtained through our marketing campaigns, websites, lead-generation funnels, and matching system.
By submitting information through any Plan Vault-operated form, page, or funnel, you acknowledge and agree to the practices described in this Privacy Policy.
Plan Vault is not a registered investment advisor, broker-dealer, financial planner, or fiduciary. We do not provide investment, financial, tax, or legal advice.
Our role is limited to:
All financial planning advice, recommendations, suitability determinations, and disclosures occur solely between you and the financial planning professional you are matched with. We facilitate the connection but do not participate in the advisory relationship.
We may collect the following categories of personal information:
When you submit information through platforms such as Facebook, Instagram, Google Ads, or other advertising networks, we may receive information permitted under those platforms' privacy policies and data sharing agreements.
We may infer demographic, financial, and behavioral characteristics based on the information you provide and your interactions with our platform.
We use personal information for the following purposes:
We may share personal information with:
Your information (including your responses to our questionnaire) may be shared with independent financial planners, wealth advisors, and financial planning firms in our partner network who match your profile and financial planning needs. These professionals are independent contractors and are not employees or agents of Plan Vault.
Third-party vendors who support our operations, including:
Information may be shared with advertising platforms (e.g., Meta/Facebook, Google) in connection with lead submission, campaign optimization, and audience segmentation.
We may disclose information when required by law, court order, or government request, or to protect the rights, safety, or property of Plan Vault, our users, or the public.
In the event of a merger, acquisition, bankruptcy, or sale of assets, your information may be transferred as part of that transaction.
We do not sell personal information in the traditional sense. However, we do share information with financial planning partners as part of our core business model of matching prospects with advisors.
By submitting your information through Plan Vault:
Providing consent is not a condition of purchasing any products or services. However, without consent, we cannot match you with financial planning partners or facilitate the connection.
Plan Vault complies with the Telephone Consumer Protection Act (TCPA) and other applicable telecommunications regulations.
We retain personal information only as long as reasonably necessary to:
Data is generally retained for up to 36 months, unless a longer period is required by law or you request deletion sooner. Financial planning partners may retain your information according to their own privacy policies and regulatory requirements.
Depending on your state of residence, you may have the right to:
These rights apply under state laws such as the California Consumer Privacy Act (CCPA/CPRA), Colorado Privacy Act (CPA), Connecticut Data Privacy Act (CTDPA), Virginia Consumer Data Protection Act (VCDPA), and similar state statutes.
Note: Some information may not be deletable if we are required to retain it for legal, regulatory, or business purposes. Additionally, deletion requests may not affect information already shared with financial planning partners.
To exercise your privacy rights, please contact us through your account or support channels.
Please include the following in your request:
We will respond within the timeframes required by applicable law (typically 30-45 days).
We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure data storage, access controls, and regular security assessments.
However, no system can be guaranteed to be 100% secure. We cannot guarantee the absolute security of your information. You acknowledge that you provide information at your own risk.
If we become aware of a security breach affecting your personal information, we will notify you as required by applicable law.
Our websites and communications may contain links to third-party websites, including those of our financial planning partners. We are not responsible for the privacy practices, security measures, or content of those third-party sites.
We encourage you to review the privacy policies of any third-party websites before providing your information. Your use of third-party services is governed by their terms and privacy policies, not this Privacy Policy.
We use cookies, web beacons, pixels, and similar tracking technologies to:
Most web browsers allow you to control cookies through browser settings. You may also opt out of certain tracking through industry opt-out mechanisms. However, disabling cookies may affect the functionality of our platform.
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a minor, we will delete it promptly.
Parents or guardians who believe we have collected information from a minor should contact us immediately through our support channels.
Plan Vault is operated in the United States. If you are located outside the United States, please be aware that your information will be transferred to, stored in, and processed in the United States, where data protection laws may differ from your country of residence.
By submitting your information, you consent to the transfer of your information to the United States and its processing under this Privacy Policy and applicable U.S. law.
Some browsers include a "Do Not Track" feature. Our websites do not currently respond to Do Not Track signals. However, you may opt out of tracking through other mechanisms described in this Privacy Policy.
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. Updates will be reflected by the "Last Updated" date above.
If we make material changes to this Privacy Policy, we will notify you by posting the updated policy on our website or by sending you an email notification. Continued use of our services following notification of changes constitutes your acceptance of the updated Privacy Policy.
Plan Vault
Financial Plan Matching Platform
For privacy inquiries or to exercise your privacy rights, please contact us through your account or support channels.
This Privacy Policy is provided for informational purposes to describe our data practices and your privacy rights. If you have questions about this policy or our privacy practices, please contact us using the information above.