Privacy Policy for ExchangiFi.com
Last Updated: July 2, 2025
This Privacy Policy describes how Tax Deferred Exchange Concepts LLC, operating ExchangiFi.com (“ExchangiFi,” “we,” “us,” or “our”), collects, uses, and protects the personal and financial information you provide through our website and software tools.
Our Commitment to Your Privacy
At ExchangiFi, we are committed to safeguarding the privacy and security of your personal and financial information. We understand the sensitive nature of the data you entrust to us and are dedicated to maintaining its confidentiality.
1. Information We Collect
We collect information that you directly provide to us when you use our website, fill out forms, or utilize our software tools. This information may include, but is not limited to:
- Contact Information: Name, email address, phone number, mailing address.
- Financial Information: Details related to your financial assets, liabilities, transactions, investment properties, and other financial data as required for the services we provide.
- Account Information: Usernames, passwords, and other credentials used to access your ExchangiFi account.
- Other Information: Any other information you voluntarily provide to us through forms, surveys, or communications.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide you with the services and functionalities offered through ExchangiFi.com, including facilitating financial transactions, calculations, and information exchange related to tax-deferred exchanges.
- To personalize your experience and improve the services we offer.
- To communicate with you regarding your account, our services, or any updates.
- To maintain and improve the security of our website and software tools.
- To comply with legal obligations and enforce our terms and conditions.
3. Data Sharing and Disclosure
We do not share, sell, rent, or trade your personal or financial information with third parties for their marketing or any other purposes.
Your information is used solely by Tax Deferred Exchange Concepts LLC to operate ExchangiFi.com and provide you with our services. We may disclose your information only in the following limited circumstances:
- With Your Consent: We may share your information if you give us explicit permission to do so.
- For Legal Reasons: If required by law, court order, or governmental regulation, we may disclose your information to comply with legal processes.
- To Protect Our Rights: We may disclose information when we believe it is necessary to protect the rights, property, or safety of Tax Deferred Exchange Concepts LLC, our users, or others.
- Service Providers: We may use trusted third-party service providers to assist us in operating our website, conducting our business, or serving our users, provided that these parties agree to keep this information confidential and use it only for the purposes for which we disclose it to them.
4. Data Security
We implement a variety of security measures to protect your personal and financial information from unauthorized access, alteration, disclosure, or destruction. These measures include, but are not limited to:
- Encryption of data in transit and at rest.
- Secure servers and network infrastructure.
- Access controls and authentication procedures.
- Regular security audits and updates.
While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.
5. Data Retention
We retain your personal and financial information for as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements.
6. Your Choices and Rights
You have certain rights regarding your personal information. Depending on applicable laws, these may include the right to:
- Access the personal information we hold about you.
- Request correction of inaccurate or incomplete information.
- Request deletion of your personal information.
- Object to the processing of your personal information.
- Request restriction of processing your personal information.
- Request data portability.
To exercise any of these rights, please contact us using the contact information provided below.
7. Third-Party Links
ExchangiFi.com may contain links to third-party websites. This Privacy Policy applies only to information collected by ExchangiFi.com. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party websites you visit.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post any updates on this page with a revised “Last Updated” date. Your continued use of ExchangiFi.com after any changes to this Privacy Policy constitutes your acceptance of the updated terms.
9. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:
Tax Deferred Exchange Concepts LLC (ExchangiFi.com) 2000 PGA Blvd. Palm Beach Gardens, FL 33408
Email: info@exchangifi.com Phone: 561-206-2416