Privacy
Privacy Policy
In short: we collect only what you choose to give us, we use it to help you, and we never sell it.
Effective October 20, 2026. This policy covers lankfordwealthadvisors.com. It does not replace any privacy notice you receive as a client.
Browsing this site
This site does not use advertising or tracking cookies. Our web host, Cloudflare, keeps standard server records, such as your IP address and the pages requested, to run and protect the site. Our fonts load from Google Fonts, which receives your IP address when it sends them.
Our Resources page can show the Wealth After Work podcast player from Spotify. It loads only if you tap Play episodes here, and Spotify's own privacy policy then applies to it.
Some links to this site, such as the one on our Facebook page or in a video description, carry a short tag that says where the link was posted. Your browser remembers that tag, or the name of the site that sent you here, until you close the tab. If you then send us a form, request an estimator summary or a call, or schedule a conversation, the tag goes with it, so we know which of our posts help people find us. It is not a cookie, and it is not shared with anyone else.
The Retirement Income Estimator
The estimator does its math on your own device. Your answers are not sent to us while you use it.
If you ask us to email you a summary or to call you, and you tick the consent box, we receive and store your name, email address, phone number if you give it, your estimator answers and the estimate. We keep this in a database hosted by Cloudflare, and we send the summary email through our email provider, Resend. We use it to send your summary, contact you about your estimate, and keep a record of your request.
The contact, workshop and Roadmap forms
If you send us a message, reserve a workshop seat or ask to start your Roadmap, we receive your name, phone number, email if you give it, and what you tell us, including any answers you choose to give about your age, retirement timing and savings range. These forms are processed by Formspree, a form service provider, which delivers them to us by email. We use this to call you back or confirm your seat.
If you give an email address, we also send you a short confirmation through our email provider, Resend. To keep that from being misused, we keep a scrambled code made from the address, not the address itself, for two days.
Scheduling
If you schedule a conversation online, Calendly handles that booking under its own privacy policy.
What we don't do
- We don't sell or rent your information.
- We don't share it with anyone except the service providers above, who help us run this site and contact you, or when the law requires it.
Your choices
You can ask us at any time to delete the information you sent through this site. Call (317) 993-3346 or email privacy@
Changes
If we change this policy, we will post the new version here with a new effective date.