RELEVANT BUSINESS SOLUTIONS GROUP
Privacy Policy
1. Introduction
Relevant Business Solutions Group ("RBSG," "we," "us," or "our") provides professional business consulting, strategic development, digital solutions, private structure education and coordination, and legacy planning education and coordination. We respect the privacy of our website visitors, prospective clients, existing clients, and business partners. This Privacy Policy explains how we collect, use, disclose, protect, retain, and otherwise process personal information in connection with our website, consultations, payment processes, client onboarding, and professional services. This Policy applies to information processed by RBSG in connection with these activities, except where a separate privacy notice or applicable agreement expressly governs.
2. Information We Collect
Depending on the engagement, we may collect names, business names, emails, telephone numbers, addresses, job titles, inquiry details, business plans, project materials, ownership and organizational information, invoices, payment status and transaction records. When needed for authorized trust or legacy coordination, clients may provide family, asset, succession or related administrative information. We may also receive technical website information such as IP address, device and browser details, pages visited, referrals and cookie identifiers where enabled. Hosted payment processors ordinarily receive full card details directly rather than RBSG.
3. How We Collect Information
We collect information from forms, consultations, purchases, client communications, documents clients supply, authorized third parties, payment and scheduling providers, website technologies where enabled, and lawful professional or public sources when relevant to a requested service.
4. How We Use Information
We use information to answer inquiries, schedule appointments, onboard clients, deliver consulting and digital services, coordinate authorized professionals, process payments and invoices, communicate service updates, maintain records, prevent fraud, improve operations, comply with legal obligations, and send lawful marketing subject to applicable consent and opt-out rights.
5. Business Trust and Professional Coordination
RBSG operates as a business trust. Our organizational structure does not eliminate applicable privacy, consumer protection, data security, or contractual obligations. In connection with Private Structure Advantage™ and Legacy Advantage™ services, RBSG may coordinate administrative activities with independent attorneys, accountants, financial professionals, or other authorized providers. We share client information with such professionals only as reasonably necessary for the authorized engagement, with appropriate permission or another lawful basis. RBSG does not represent that information shared with it automatically receives attorney-client privilege or other legal professional protections. Clients should communicate directly with their independently retained attorney regarding privileged legal advice and attorney-client communications.
6. Payment Processing and Buy Now, Pay Later
Stripe and other authorized payment providers may process cards, wallets and eligible financing. Financing providers may collect and use information to assess eligibility, administer payments, prevent fraud and meet legal requirements under their own privacy notices. RBSG may receive transaction confirmations, payment status and billing contact information.
7. Website Hosting, Scheduling and Providers
Third-party hosting, email, scheduling, document management, payment and communication services may process information necessary to support RBSG operations, subject to their respective roles and obligations.
8. Cookies and Analytics
The website may use technologies for functionality, security, performance and analytics where enabled. Where applicable law requires it, RBSG will provide notices and consent or opt-out controls for optional tracking. Browser settings may permit cookie management.
9. Information Disclosures
We may share information with authorized personnel, contractors, payment processors, technology providers, independent professionals and authorities when required by law or otherwise lawfully authorized. RBSG does not sell client contact lists or confidential client documents as a business practice. Any legally defined data sale or sharing depends on actual technology and data practices.
10. Security
RBSG seeks to use reasonable administrative, technical and organizational safeguards appropriate to the information processed. No electronic transmission or storage method is completely secure. Clients should report suspected information compromises promptly.
11. Retention
We retain information as reasonably necessary to perform services, maintain transaction and business records, meet legal and tax requirements, address disputes and enforce lawful agreements. Retention varies by record type; information is deleted, deidentified or securely disposed of when no longer reasonably needed, subject to applicable obligations.
12. Privacy Rights
Depending on residence and applicable law, individuals may request access, correction, deletion, withdrawal of consent or marketing and certain data-sharing opt-outs. Submit requests to info@relevantbizgroup.com. Requests are subject to verification, exceptions and applicable response deadlines. RBSG will not unlawfully discriminate for exercising privacy rights.
13. Marketing
Promotional email recipients may opt out using an unsubscribe mechanism or by contacting RBSG. Necessary transactional, scheduling and service communications may continue.
14. Third-Party Websites
Links to external payment, scheduling and professional websites may be governed by their operators’ independent privacy practices.
15. Children
The general RBSG business consulting website is not directed to children under 13. RBSG does not knowingly solicit their personal information through the general website without appropriate authorization.
16. Accuracy and Third-Party Information
Clients should supply accurate information and have appropriate authority to provide information about employees, family members, beneficiaries or other third parties.
17. Policy Changes
RBSG may update this notice to reflect changes in technology, services or legal obligations. Material changes will be accompanied by additional notice or consent where required.
18. Contact
Relevant Business Solutions Group · info@relevantbizgroup.com · 469-240-9378 · www.relevantbizgroup.com.