Effective Date: April 2026

Business & Estate Advisers of Wisconsin, Inc. (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website.

1. Information We Collect
We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Any information submitted through contact forms or scheduling tools

We may also collect non-personal information automatically, such as:

• IP address
• Browser type
• Pages visited on our website
• Date and time of access
  
  

2. How We Use Your Information
We use the information collected to:

• Respond to inquiries and communicate with you
• Schedule consultations or meetings
• Improve our website and user experience
• Send occasional updates or relevant communications (if you opt in)

We do not sell, rent, or trade your personal information to third parties.

3. Sharing of Information
We may share your information with trusted third parties only when necessary, including:

• Service providers (e.g., scheduling platforms, email systems)
• Compliance or regulatory requirements
• Legal obligations or to protect our rights

All third parties are expected to maintain the confidentiality and security of your information.

4. Cookies and Tracking Technologies
Our website may use cookies or similar technologies to enhance your experience.

Cookies help us:

• Understand how users interact with our site
• Improve functionality and performance

You may choose to disable cookies through your browser settings.

5. Data Security
We take reasonable measures to protect your personal information. However, no method of transmission over the internet is completely secure.

By using this website, you acknowledge that:

• We cannot guarantee absolute security
• You share information at your own risk

6. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any information.

7. Your Choices
You may:

• Opt out of receiving communications from us at any time
• Request access to or correction of your personal information

To make a request, please contact us using the information below.

8. Children’s Privacy
This website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Updates will be reflected with a revised effective date.

10. Contact Us
If you have questions about this Privacy Policy, please contact:

Business & Estate Advisers of Wisconsin, Inc.
738 N. Wilson Avenue
Rice Lake, WI 54868
Email: [email protected]
Tel: 715-434-0440

Effective Date: April 2026

The information provided on this website by Business & Estate Advisers of Wisconsin, Inc. is for general informational purposes only.

1. No Financial or Investment Advice
Nothing on this website should be interpreted as financial, investment, tax, or legal advice.
Content is not intended to:

• Replace professional consultation
• Provide personalized recommendations
• Serve as the sole basis for financial decisions

You should consult with a qualified professional before making any financial or business decisions.

2. No Client Relationship
Use of this website does not establish a client-advisor relationship.
A formal relationship is only created through:

• A signed agreement
• Completion of onboarding and compliance requirements

3. No Guarantees
While we strive to provide helpful and accurate information, we make no guarantees regarding:

• Results from financial strategies
• Future market performance
• Outcomes of any decisions made based on this content

All financial decisions involve risk.

4. Accuracy of Information
Information on this website may:

• Be incomplete or outdated
• Change without notice

We are not responsible for errors or omissions.

5. Third-Party Content
This website may reference or link to third-party resources. We do not:

• Endorse third-party content
• Guarantee its accuracy
• Accept responsibility for external sites

6. Limitation of Liability
To the fullest extent permitted by law, Business & Estate Advisers of Wisconsin, Inc. is not liable for any damages resulting from:

• Use of this website
• Reliance on information provided
• Inability to access the site

7. Testimonials & Examples (Optional Section – include if applicable)
Any testimonials or examples on this website:

• Reflect individual experiences
• There are no guarantees of future results
• May not be representative of all clients

8. Contact Information
If you have questions about this Disclaimer, please contact:

Business & Estate Advisers of Wisconsin, Inc.
738 N. Wilson Avenue
Rice Lake, WI 54868
Email: [email protected]
Tel: 715-434-0440