What we collect
We collect information you give us and some information that is gathered automatically.
- Contact form: your name, email, phone number, how you describe yourself (for example, investor or advisor), the size and timing of your gain, whether you have an Opportunity Zone deal, how you heard about us, your message, and whether you agree to receive text messages
- Webinar registration: your name, email, phone number, and any question you submit
- Calls and scheduling: the details you share when you book or join a call with our team
- Purchases: billing details entered at checkout, which are handled by our payment provider
- Alerts and email: your email address and any preferences you set
- Automatic information: your device and browser type, pages you visit, links you click, and general location based on your IP address, collected through cookies and similar tools
- Map searches: addresses or places you type into the OZ map, which are sent to a third-party lookup service to find the census tract
How we use your information
- To answer your questions and follow up on your request
- To schedule and hold calls, webinars, and client work
- To send webinar reminders, recordings, deadline and map alerts, and other emails you signed up for
- To send text messages if you agreed to receive them
- To process payments and manage memberships
- To understand how people use the site so we can improve it
- To measure and improve our advertising
- To keep the site secure and meet legal obligations
Text messages
If you check the text message box on a form, you agree to receive texts from OZPros about your inquiry, scheduled calls, webinars, and deadlines.
- Message frequency varies.
- Message and data rates may apply.
- Reply STOP to opt out at any time. Reply HELP for help.
- Agreeing to texts is not a condition of buying anything from us.
You can also opt out by contacting us through the contact page or calling (980) 452-9866.
Email choices
Every marketing email we send has an unsubscribe link. You can use it at any time. We may still send messages about services you have bought or calls you have booked.
How long we keep information
We keep your information as long as we need it for the purposes in this policy, to serve you as a client, and to meet legal, tax, and recordkeeping duties. When we no longer need it, we delete it or make it anonymous.
How we protect information
We use reasonable safeguards to protect your information, including trusted service providers and limited access for our team. No website or system is completely secure, so please do not send sensitive information, such as Social Security numbers or account numbers, through our forms.
Children
The site is meant for adults. We do not knowingly collect information from anyone under 18. If you believe a child has given us information, contact us and we will delete it.
Your privacy rights
Depending on where you live, you may have the right to ask what information we have about you, to correct it, to delete it, or to opt out of certain uses, such as targeted advertising.
To make a request, use our contact page or call (980) 452-9866. We will confirm your identity before acting on the request, and we will not treat you differently for making one.
Changes to this policy
We may update this policy from time to time. The date at the top of this page shows the latest version.
Contact us
Questions about your privacy? Reach us through our contact page or call (980) 452-9866.