Privacy
Privacy Policy
Interim statement. This page describes current practice accurately, and is awaiting review and approval by CORE Solutions Group, LLC’s counsel before final publication.
What we collect
When you submit a Free Savings Analysis, we collect the information you enter: entity and contact details, property information, the studies you are interested in, your CPA’s contact details if you provide them, and referral attribution. We also record standard technical metadata (browser user-agent and the page the submission came from).
What we use it for
To prepare your savings analysis, to contact you about it, and. Where a referral partner sent you: to credit that partner. We do not sell your information.
Where it lives
Submissions are stored in an access-controlled database hosted in the United States. Access is restricted to the CORE Advisors team.
Contact
Questions about your data: call 888-706-4646.
