Privacy Policy

Baron Whitmore (“we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of visitors, prospects, and clients who interact with our website, forms, and educational materials, including those related to the Tax Bomb™ Strategy and the Retirement Exposure Diagnostic™.

1. Information We Collect

We may collect information you provide directly, such as:

• Contact information (name, email, phone number)
• General household and retirement range indicators (non-public financial context you choose to provide)
• Responses submitted through qualification or inquiry forms
• Communications and notes you send to us (email, form messages, scheduling details)

We may also collect technical information automatically, such as:

• IP address, browser type, device identifiers, referring pages
• Pages viewed, time spent, and interactions for performance and analytics
• Cookies and similar tracking technologies (see Section 6)

2. How We Use Information

Your information may be used to:

• Respond to inquiries and provide requested educational materials
• Screen for potential fit and coordinate confidential diagnostic reviews
• Improve site performance, security, and user experience
• Maintain internal records for quality control and compliance
• Comply with applicable legal obligations

3. Confidentiality & Proprietary Frameworks

Any materials, workflows, explanations, diagnostics, score logic, documentation outlines, and implementation pathways relating to the Tax Bomb™ Strategy and the Retirement Exposure Diagnostic™ are proprietary and confidential. Access to these materials does not grant any license or right to reproduce, distribute, or apply them without written permission.

4. Data Protection & Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, misuse, or loss. No method of transmission or storage is 100% secure, but we operate with security controls appropriate to the nature of the information.

5. Sharing & Disclosure

We do not sell your personal information. We may share limited information only when necessary for:

• Service providers that help operate our website, forms, analytics, or scheduling (under confidentiality obligations)
• Compliance with law, legal process, or enforceable governmental requests
• Protecting the rights, security, and integrity of our operations
• Coordination with professionals you expressly authorize us to communicate with

6. Cookies & Tracking Technologies

We may use cookies and similar technologies to support website functionality, security, and analytics. You can control cookies through your browser settings. Disabling cookies may limit some site features.

7. Data Retention

We retain information only as long as reasonably necessary for the purposes described in this policy, unless a longer retention period is required or permitted by law.

8. Your Choices & Requests

You may request access to, correction of, or deletion of personal information we hold about you, subject to legal and operational limitations. To make a request, contact us at the email below.

9. Policy Updates

We may update this Privacy Policy from time to time. The “Effective Date” above reflects the latest version. Continued use of the website constitutes acceptance of the current policy.

10. Contact

Privacy questions or requests may be sent to: kevin@baronwhitmore.com
Or call 202.970.6707 • Book