Effective date: October 31, 2026
This Privacy Policy explains how Root Assets PLC ("Root Assets," "we," "us") collects, uses, and protects information on rootassets.com. Root Assets PLC is a sole-proprietor financial services practice owned by Jeffrey W. Schultz, Tucson, AZ (NIPR 8494346).
What we collect
When you fill out our form or book a call, we collect:
- Your name, email address, and phone number
- The topic you choose and any question you type in
- The date and time of the intro call you book
- Your choice on the SMS/email consent checkbox
Like most websites, our site and its hosting tools may also collect basic technical data such as browser type, device type, pages visited, and cookies.
How we use it
We use your information to:
- Respond to your question
- Schedule your free intro conversation
- Send confirmations and reminders by email and, if you agree, by text
- Keep basic records of our conversations with you
We do not sell your personal information.
Text messages (SMS)
If you check the consent box, you agree to receive texts from Root Assets PLC about your inquiry and scheduled call, such as confirmations and reminders.
- Message frequency varies. Msg and data rates may apply.
- Reply STOP to opt out at any time. Reply HELP for help, or call 520-222-6911.
- Consent to receive texts is not a condition of any service.
- We do not share or sell mobile numbers or SMS consent to third parties or affiliates for their marketing purposes.
Who we share with
We share information only with service providers that help us run the site and our scheduling, such as our website, form, calendar, email, and text-messaging platform. These providers may use your information only to provide services to us. We may also disclose information if the law requires it.
Cookies
Our site may use cookies and similar tools to keep it working and to understand how visitors use it. You can block or delete cookies in your browser settings, though some features may not work as well.
How long we keep it
We keep your information only as long as needed for the purposes above or as required by law.
How we protect it
We use reasonable safeguards, including the security features of our service providers. No website or online transfer is completely secure, so we cannot promise absolute security.
Your choices
You can ask us to see, correct, or delete your information, or to stop contacting you. Unsubscribe from emails using the link in any email, and reply STOP to stop texts. To make a request, contact us below.
Children
This site is not meant for children under 18, and we do not knowingly collect their information.
Changes
We may update this policy. The effective date at the top shows when it last changed.
Contact us
Root Assets PLC – Jeffrey W. Schultz
Phone: 520-222-6911 (Mon–Fri, 9 AM–5 PM Arizona time)
Email: [email protected]
Mailing address: 11135 E Golf Links Rd, Tucson, AZ 85730-5611