Privacy Policy

Solo401kArchitect.com, operated by Harper Holdings LLC ("we," "us," or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We collect information you voluntarily provide, including:

• Email address — when you subscribe to our newsletter or download our compliance checklist
• Contact information — name, email, and phone number when you book a consultation
• Financial information — income, business structure, and related data when you use our illustration tool or engage our consulting services
• Usage data — browser type, pages visited, and time spent on our website (collected automatically)

2. How We Use Your Information

We use the information we collect to:

• Provide and deliver our consulting services
• Send you the compliance checklist and other educational resources you request
• Send periodic email updates about retirement plan strategy and rule changes (you may unsubscribe at any time)
• Respond to your inquiries and schedule consultations
• Improve our website and services
• Comply with legal obligations

3. Email Marketing

When you provide your email address through our website, you may be added to our email list managed through Mailchimp. We will send you retirement plan education and compliance updates. You can unsubscribe at any time by clicking the unsubscribe link in any email or contacting us directly.

We do not sell, rent, or share your email address with third parties for their marketing purposes.

4. Financial Information

Any financial information you provide — including income figures, business structure details, or contribution data — is used solely to provide your requested illustration or consulting services. We treat this information as strictly confidential and do not share it with third parties except as necessary to fulfill our services (e.g., your designated TPA or actuary, with your authorization).

5. Payment Processing

Payments are processed through Stripe. We do not store your credit card information on our servers. Stripe's privacy policy governs the handling of your payment data. You can review Stripe's privacy practices at stripe.com/privacy.

6. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of our website.

7. Third-Party Services

We use the following third-party services that may have access to certain information:

• Mailchimp — email marketing and list management
• Stripe — payment processing
• Calendly — appointment scheduling
• Netlify — website hosting

Each of these services operates under their own privacy policies. We encourage you to review them.

8. Data Security

We implement reasonable technical and organizational measures to protect your information from unauthorized access, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to certain legal obligations)
• Opt out of marketing emails at any time

To exercise these rights, contact us at damon@solo401karchitect.com.

10. Children's Privacy

Our website and services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Continued use of our website after changes are posted constitutes your acceptance of the revised policy.

12. Contact Us

Questions about this Privacy Policy? Contact us at:
Damon Harper
Solo401kArchitect.com / Harper Holdings LLC
Denver, Colorado
damon@solo401karchitect.com