Wealth Planning Trust Center
Security & Privacy Practices
Reasonable, documented controls that protect the information you trust us with.
Last updated: August 1, 2026
Data minimization
Most calculators run entirely in your browser and never transmit your inputs to our servers. Account features (saved scenarios, dashboards) store only the data needed to deliver the feature.
Transport & storage
- All traffic is served over HTTPS with modern TLS.
- Authentication uses industry-standard token-based sessions.
- Server-side data is stored with our cloud provider and protected at rest.
- Access to production data is limited to authorized personnel on a need-to-know basis.
Payments
Payments are processed by PCI-DSS-compliant third-party providers. We do not store full card numbers on our systems.
Cookies & tracking
See the Cookie Policy for the categories of cookies we use and how to manage them.
Your privacy choices
You can request access to, correction of or deletion of your account data by emailing privacy@calculatingwealth.com. See the full Privacy Policy for details.
Responsible disclosure
If you believe you have found a security vulnerability, please email security@calculatingwealth.com before any public disclosure. We will acknowledge within two business days.
Limitations
No platform can guarantee absolute security. We commit to reasonable, industry-standard practices and to notifying affected users of material incidents as required by applicable law.
This page is part of the CalculatingWealth.com Wealth Planning Trust Center. For an overview of every policy, methodology and disclosure, visit the Trust Center. Nothing on this page is personalized financial, investment, tax, legal or accounting advice — see the Financial Disclaimer.
