PRIVACY POLICY
PFG Management LLC d/b/a My Family Plan Company (“MyFamilyPlan”)
Last modified: 04/26/2026
Welcome to MyFamilyPlan! PFG Management LLC DBA My Family Plan Company (“MyFamilyPlan”, “Company,” “we,” or “us”) respects your privacy and is committed to protecting it through our compliance with this policy (“Privacy Policy”).
This Privacy Policy describes the types of information we may collect from you or that you may provide when you (i) visit our website at https://myfamily-plan.com/ (“Website”); (ii) purchase or download our downloadable software products; or (iii) create or use an account within our hosted software-as-a-service platform (the “SaaS Services”). This Privacy Policy applies to both our downloadable solutions and our SaaS Services (collectively, the “Services”).
This Privacy Policy does not apply to information collected by any third party, including through any application or content that may link to or be accessible from or on our Website, the SaaS Services, or to information collected by us offline or through any other means, including on any other websites operated by the Company or any third party (including our affiliates or subsidiaries). This Privacy Policy also does not apply to information collected by third-party payment processors used in connection with subscriptions or purchases.
Please read this Privacy Policy carefully to understand our practices regarding your information and how we will treat it. If you do not agree with our policies and practices, do not use our Website or utilize our Services. By accessing or using our Website or Services, you agree to this Privacy Policy. This Privacy Policy may change from time to time. Your continued use of the Website or Services after changes is deemed acceptance of those changes, so please review this Privacy Policy periodically for updates.
INFORMATION WE COLLECT ABOUT YOU AND HOW WE COLLECT IT
YOUR CHOICES, RIGHTS, AND CONTROLS
HOW WE PROTECT AND STEWARD YOUR INFORMATION
HOW WE RETAIN YOUR INFORMATION
HOW WE TREAT INFORMATION FROM CHILDREN UNDER THE AGE OF THIRTEEN
INFORMATION WE COLLECT ABOUT YOU AND HOW WE COLLECT IT
We collect several types of information from and about users of our Website and Services.
Information You Provide to Us
We collect information you provide to us which includes:
Customer Information: We may collect information such as your first and last name, email address, phone number, and mailing address.
Payment Information: Details of transactions you carry out through our Website and of the fulfillment of your orders such as payment information, billing address, and shipping address. You may be required to provide payment information before placing an order through our Website or subscribing to our SaaS Services. Payment information may be collected by one of our vendors and, if stored, would be stored by them and not us. We do not store or process payment card information.
Communications with You: Records and copies of your correspondence (including your name, contact information, email addresses, and any information you provide us), if you contact us directly or provide feedback on our Website directly to us.
SaaS Account Information: When you create an account for our SaaS Services, we may collect:
- account credentials (such as email address and password), account profile information, subscription status, and information you choose to input, upload, or store within the SaaS Services.
- device and browser data, such as your operating system, device type, and browser version.
- technical information such as IP addresses, geolocation data, and other logs.
User-Provided Financial and Estate Planning Data: Our SaaS Services allow users to input, upload, and store financial and estate planning information. Depending on how you use the Services, this may include financial account numbers, estate planning documents, Social Security numbers, tax-related information, and other personal or sensitive information you choose to provide. We do not require users to provide specific categories of sensitive information; however, users may voluntarily choose to store such information within the Services.
Usage Data: As you navigate our Website, we may automatically collect usage data which may include information such as your device’s Internet Protocol address, internet connection, the equipment you use to access our Website, and usage details. Automatic data collection helps us to improve our Website and deliver better services.
For the SaaS Services, we may collect limited usage and log information for system functionality, security monitoring, troubleshooting, and service improvement. We do not use behavioral advertising tracking tools within the SaaS Services.
HOW WE USE YOUR INFORMATION
We use information that we collect about you or that you provide to us, including personal information, for purposes such as:
- Providing, operating, and maintaining the Website and Services (including the SaaS Services).
- Creating and managing your SaaS account and processing your requests.
- Storing and processing information you input or upload at your direction through the SaaS Services.
- Providing customer support and responding to inquiries.
- Sending product updates, service notifications, and security-related communications.
- Detecting, preventing, and responding to fraud, abuse, or security incidents.
- Complying with legal obligations and enforcing our rights.
For information that you input in the SaaS Services, we act as a service provider and process such information at the direction of the user.
We may send product updates, service notifications, and security-related communications to account holders. We do not send marketing communications unrelated to the Services. You may opt out of non-essential communications at any time.
HOW WE SHARE YOUR INFORMATION
We do not sell your personal information. We may disclose aggregated, anonymized information about our users, and information that does not identify any individual, without restriction.
We may share personal information with service providers and contractors necessary to allow us to operate our business, process transactions, and provide the Services.
We utilize reputable third-party service providers to support our operations. These providers are contractually obligated to maintain the confidentiality and security of the information they process. For more information, please refer to MyFamilyPlan’s Security Statement which can be found here.
YOUR CHOICES, RIGHTS, AND CONTROLS
SaaS Account Deletion: SaaS account holders may request deletion of their account and associated personal information by contacting us at [email protected]. Upon verified request, we will delete or anonymize personal information associated with the account, except where retention is required for legal, contractual, security, or legitimate business purposes.
You may also contact us to review, update, or correct certain information associated with your account, where applicable.
INTERNATIONAL USERS
Our Services are operated in the United States. If you access the Services from outside the United States, you understand that your information may be transferred to, processed, and stored in the United States. Our Services are designed specifically for users residing in the United States or Canada. If you are not a United States or Canadian resident, you may not use the Services.
HOW WE PROTECT AND STEWARD YOUR INFORMATION
We take the security of your information seriously and have implemented robust physical, technical, and administrative safeguards designed to protect your personal information from unauthorized access, use, or disclosure. Our information security program is designed to align with the Service Organization Control (SOC) 2 framework, focusing on the highest standards of security and confidentiality.
Access to user information within our SaaS Services is restricted based on role and business need, consistent with the principle of least privilege. We implement encryption in transit using industry-standard protocols and at rest by default for supported cloud services, network security controls, and monitoring designed to protect sensitive information.
Because our solution is designed for the secure storage of information for your benefit, we do not sell or process your data for third-party purposes. While no security system is impenetrable, we utilize industry-standard encryption and monitoring to maintain a resilient environment to protect your data. We encourage users to play an active role in security by protecting their login credentials, as the safety of your information also depends on the security of the devices and networks you use to access our Website. For a comprehensive look at our security protocols and our audit roadmap, please review our Security Statement.
We are currently in the process of formalizing these internal controls in preparation for an independent SOC 2 Type 1 audit.
HOW WE RETAIN YOUR INFORMATION
We retain personal information for as long as necessary to provide the Services and for other legitimate business purposes, including compliance with legal obligations, resolving disputes, and enforcing our agreements.
For SaaS account data, we generally retain information until you request deletion, subject to the exceptions described above (e.g., legal, security, or legitimate business retention).
HOW WE TREAT INFORMATION FROM CHILDREN UNDER THE AGE OF THIRTEEN
Children’s Online Privacy Protection Act of 1998 (“COPPA”) requires us to inform parents and legal guardians (“parents”) about our practices for collecting, using, and disclosing personal information from children under the age of 13. Our Website and SaaS Services are not directed to children under the age of 13. We do not knowingly collect personal or other information from anyone under the age of 13.
If we discover that we have collected information from a child in a manner inconsistent with COPPA, we will take appropriate steps to either delete the information or immediately seek consent for that collection.
CHANGES TO OUR PRIVACY POLICY
We may update this Privacy Policy from time to time. If we make material changes, we will post the updated Privacy Policy and update the “Last modified” date.
CONTACT INFORMATION
To ask questions or comment about this Privacy Policy and our privacy practices, contact us at: [email protected]
