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Privacy Policy

Effective Date: 2/1/2025

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B.I.G. Investment Services (“Company,” “we,” “our,” “us”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, share, and protect your information when you use our website https://abigplan.com/ (“Website”).

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By using our Website, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

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We collect different types of information to provide and improve our services:

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1.1 Personal Information:

  • When you contact us, sign up for newsletters, or make purchases, we may collect your name, email address, phone number, mailing address, and payment details.
     

1.2 Non-Personal Information:

  • We collect anonymous data such as browser type, IP address, device information, and website usage statistics through cookies and similar technologies.
     

1.3 Cookies and Tracking Technologies:

  • We use cookies and other tracking tools to improve website functionality and analyze user behavior. You can manage cookie preferences through your browser settings.
     

2. How We Use Your Information

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We use the information we collect to:

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  • Provide and improve our products and services.

  • Respond to inquiries and customer support requests.

  • Send newsletters, promotions, or important updates (with your consent).

  • Analyze website performance and user trends.

  • Ensure website security and prevent fraud.
     

3. How We Share Your Information

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We do not sell, rent, or trade your personal information. We may share data with:

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  • Service Providers: Trusted third parties who assist in website operations, payment processing, and customer support.

  • Legal Authorities: When required by law, such as responding to subpoenas or legal processes.

  • Business Transfers: In case of a merger, acquisition, or sale of assets.

 

4. Data Security

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We implement reasonable security measures to protect your personal information. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

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5. Your Privacy Rights

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Depending on your location, you may have the right to:

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  • Access, update, or delete your personal information.

  • Opt out of marketing communications at any time.

  • Request details about how your data is processed.
    To exercise these rights, please contact us at tmacdonald@abigplan.com.
     

6. Third-Party Links

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Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

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7. Children’s Privacy

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Our Website is not intended for children under 13 years old. We do not knowingly collect personal information from children without parental consent.

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8. International Users (if applicable)

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If you access our Website from outside the USA, your data may be transferred and processed in the USA, where data protection laws may differ from those in your jurisdiction.

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9. Changes to This Privacy Policy

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We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this page periodically for updates.

 

10. Contact Us

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If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

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B.I.G. Investment Services
Email: tmacdonald@abigplan.com
Phone: 13027347526
Mailing Address: 450 Kings Hwy, NE, Dover DE 19901

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Fiduciary Duty: Putting YOU First

As a fee-only firm, B.I.G. Investment Services operates as a fiduciary, which means we are legally and ethically bound to act in the best interests of our clients.

This fiduciary duty requires us to provide investment advice that prioritizes our clients' needs above our own, ensuring transparency, honesty, and loyalty in all financial dealings. By adhering to this standard, B.I.G. Investment Services commits to making decisions that align with the clients' financial goals and circumstances, avoiding conflicts of interest, and providing full disclosure of any potential conflicts. This fiduciary responsibility fosters trust and confidence, allowing clients to rely on the firm for unbiased, client-focused financial guidance.

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Boothe Investment Group Inc. (“B.I.G. Investment Services”) is registered as an investment adviser with the Securities and Exchange Commission.   Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by B.I.G. Investment Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of B.I.G. Investment Services, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Form CRS | Privacy Policy | Terms and Conditions

Contact B.I.G. Investment Services

450 Kings Hwy N.E., Dover, DE 19901

Local: 302-734-7526

Toll-Free: 1-866-946-7526

info@ABigPlan.com

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