Privacy, Cookie Policy, Terms, and Conditions

This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.

This material (i.e. book or presentation or material) has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies.

Timothy McNeely is an Investment Advisor Representative of Dynamic Wealth Advisor dba Lifestone Family Office. All investment advisory services are offered through Dynamic Wealth Advisor. The LifeStone Companies are not owned or legally affiliated with Dynamic Wealth Advisors and the activities conducted by Mr. McNeely under The LifeStone Companies are considered separate outside business activities.

-Welcome to the Terms and Conditions of the www.lifestoneco.com and www.dentalwealthnation.com websites. (“Sites” or “Websites”) These websites are owned and operated by McNeely Financial Strategies, LLC DBA and The LifeStone Companies DBA Dental Wealth Nation (collectively; “companies”). Throughout the Sites, the terms “we”, “us”, “Company” and “our” refer to the companies. This privacy policy has been compiled to better serve those who are concerned with how their ‘Personally Identifiable Information’ (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect, or otherwise handle your PII in accordance with our website. "Dental Wealth Nation Company" is committed to lawful, fair, and transparent collection of your data. This policy governs data collection by us and our affiliates (collectively the “Company”) when you purchase or use our products, services, software, and website (collectively the “Services”). It was drafted to help you understand the types of information we collect from you, how we use it, as well as how we share, store and protect it.

If you do not agree with this policy, you should not use our Services. By accessing or using our Services, you agree to this policy, which may change from time to time to better reflect our practices and applicable laws. Your continued use after we make change(s) is deemed acceptance of those changes.

Children Under the Age of 13

Our Services are not intended for minors (children under 13 years of age or equivalent depending on jurisdiction, (“Children”), and use of our Services by Children is strictly prohibited. We do not knowingly collect personally identifiable information from Children. If we learn we have collected or received personal information from Children without verification of parental consent, we will delete that information. If you believe we might have any information from or about Children, please contact us.

Collection of Personal and Non-Personal Information (PII and Non-PII)

We collect and store certain personally identifiable information about you (i.e., information which may identify you in some way; such as your name, address, telephone number, company name, title, email address, screen name and/or financial information) (“PII”) only when you voluntarily submit it. We may request that you submit PII in certain instances, such as when you purchase services offered by us, submit comments or questions, request information, participate in a promotion, or utilize other features or functions of our Sites.

When you connect to one of our Site, there is certain technical, non-personally identifiable information which does not identify any individual (“Non-PII”) that may be collected and stored through the use of “cookie” technology and IP addresses. PII is not extracted in this process. Non-PII may include, but is not limited to, your IP host address, internet browser type, personal computer settings, and the number, duration, and character of page visits. This information assists us to update a Site so that it remains interesting to our visitors and contains content that is tailored to visitors’ interests.

We collect information if you voluntarily provide it to us. For example, if you sign up for our Services, you might give us your name and email address. You might also give us data when you email us or give us feedback. In addition, you may submit information online through surveys, forms, portals, or other interactive activities on our website. details about transactions you carry out through our website. It is always your choice whether or not to provide personal data. Do not provide personal data unless you are authorized to do so. We may collect the following information directly from you: information that may be personally identified, such as name, address, e-mail address, and other identifier by which you may be contacted online or offline ("personal information"); information that is about you but individually does not identify you; and/or information about how you interact with our website, such as internet connection or the equipment you use to access the Services.

This policy does not apply to third-party sites that may link to, or be accessible from, our site. We do not control these third parties' tracking technologies or how they may be used. Your interactions with these sites are governed by the third parties’ applicable privacy statements. If you have any questions about these sites, you should contact the responsible provider directly.

We may also collect information automatically: As you interact with our website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including: details of your visits to our website and information about your computer and internet connection. The information we collect automatically does not include personal information.

The technologies we use for this automatic data collection may include cookies. You may refuse to accept browser cookies by activating the appropriate setting on your browser, but if you do you may be unable to access certain parts of our website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to us.

Use of Your PII.

When you provide your PII at a Site, we will limit the use of the PII for the purpose for which it was collected in accordance with the terms of this Privacy Policy. Other limited uses of your PII may include:

• To respond to your questions, comments, and requests; to provide you with access to certain areas and features on a Site; and to communicate with you about your activities on a Site.
• To investigate suspected fraud, harassment, physical threats, or other violations of any law, rule or regulation, the rules or policies of a Site, or the rights of third parties; or to investigate any suspected conduct which we deem improper.
• To the extent that you provide us with financial information in connection with shopping or commercial services offered on a Site, we may use the financial information that you provide to fulfill your order.
• To help us develop, deliver and improve our products, services, content and advertising.
• To share with our parent, subsidiary, and affiliated companies, and promotional partners involved in creating, producing, delivering, or maintaining a Site, as required to perform functions on our behalf in connection with the Site (such as administration of the Site, administration of promotions or other features on the Site, marketing, data analysis, and customer services). In order to share such information, it may be necessary for us to transmit your PII outside the jurisdiction set forth below and you agree to this transfer. Further use or disclosure of PII by these parties for other purposes is not permitted.
• For our internal purposes such as auditing, data analysis, and research to improve our products, services and customer communications.
• For other purposes as disclosed when your PII is collected or in any additional terms and conditions applicable to a particular feature of a Site.
• For disclosures required by law, regulation, or court order.
• For the purpose of or in connection with legal proceedings or necessary for establishing, defending, or exercising legal rights.
• In an emergency to protect the health or safety of users of a Site or the general public, or in the interests of national security.

Except as provided for herein, we will not provide any of your PII to any third parties without your specific consent.

Managing Your Personal Information.  You have the ultimate control over the PII that we collect and use. You can always chose not to provide certain PII, but please keep in mind that you may not be able to use some of the features offered by a Site unless you provide us with your PII (e.g., we will not be able to fulfill your purchase order without certain PII). If you wish to verify, update, or correct any of your PII collected through a Site, contact us on the details provided in the contact section of this policy.

We may also use your PII for the following purposes:

We use information that we collect about you or that you provide to us, including personal information to present our Services to you; to provide you with information, products, or services that you request from us; to fulfill any other purpose for which you provide it; to provide you with notices about your account/ subscription, including expiration and renewal notices; to carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection; to comply with legal obligations; or for any other purpose with your consent. If you are an EU resident, we will collect and use your personal data only if we have one or more legal bases for doing so under the GDPR. This means we collect and use your personal data only where you have given your consent for one or more specific purposes; it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests; it is necessary to protect the vital interests of you or another natural person; or it is necessary to comply with a legal obligation.

Direct Marketing. We may use your personal information to send you Company - related marketing communications as permitted by law. You will have the ability to opt-out of our marketing and promotional communications as described in the Your Choices section below.

For research and development. We may use your personal information for research and development purposes, including to analyze and improve the Service and our business.

To create anonymous data. We may create aggregated, de-identified or other anonymous data records from your personal information and other individuals whose personal information we collect. We make personal information into anonymous data by excluding information (such as your name) that makes the data personally identifiable to you. We may use this anonymous data and share it with third parties for our lawful business purposes, including to analyze and improve the Service and promote our business.

To comply with laws and regulations. We use your personal information as we believe necessary or appropriate to comply with applicable laws, lawful requests, and legal process, such as to respond to subpoenas or requests from government authorities.

For compliance, fraud prevention and safety. We may use your personal information and disclose it to law enforcement, government authorities, and private parties as we believe necessary or appropriate to: (a) protect our, your or others’ rights, privacy, safety or property (including by making and defending legal claims); (b) audit our internal processes for compliance with legal and contractual requirements; (c) enforce the terms and conditions that govern the Service; and (d) protect, investigate and deter against fraudulent, harmful, unauthorized, unethical or illegal activity, including cyber-attacks and identity theft.

With your consent. In some cases we may specifically ask for your consent to collect, use or share your personal information, such as when required by law.

Cookies

Please refer to our cookie policy to know more about how we handle cookies.

Security We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorized access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site. The security on the internet is not 100% guaranteed, however we use best efforts to keep it secure for the users. We do not accept liability for unintentional disclosure. We encourage you to use caution when using the Internet.

NOTICE TO CALIFORNIA RESIDENTS - CCPA

Section effective as of: January 1, 2020


We are required by the California Consumer Privacy Act of 2018 (“CCPA”) to provide to California residents an explanation of how we collect, use and share their Personal Information, and of the rights and choices, we offer to California residents concerning that Personal Information.

Personal information that we collect, use, and share. We do not sell personal information. As we explain in this Privacy Policy, we use cookies and other tracking tools to analyze website traffic and facilitate advertising.

Your California privacy rights. The CCPA grants California residents the following rights. However, these rights are not absolute, and in certain cases we may decline your request as permitted by law.

• Information. You can request information about how we have collected, used and shared and used your Personal Information during the past 12 months.
• The categories of Personal Information that we have collected.
• The categories of sources from which we collected Personal Information.
• The business or commercial purpose for collecting and/or selling Personal Information.
• The categories of third parties with whom we share Personal Information.
• Whether we have disclosed your Personal Information for a business purpose, and if so, the categories of Personal Information received by each category of third party recipient. 
Whether we’ve sold your Personal Information, and if so, the categories of Personal Information received by each category of third party recipient.
• Access. You can request a copy of the Personal Information that we have collected about you during the past 12 months.
• Deletion. You can ask us to delete the Personal Information that we have collected from you. You are entitled to exercise the rights described above free from discrimination in the form of legally prohibited increases in the price or decreases in the quality of our Service.

How to exercise your California rights. You may exercise your California privacy rights described above as follows:

• Right to information, access and deletion. You can request to exercise your information, access and deletion rights, by emailing privacy@lifestoneco.com. We reserve the right to confirm your California residence to process your requests and will need to confirm your identity to process your requests to exercise your information, access or deletion rights. As part of this process, government identification may be required. Consistent with California law, you may designate an authorized agent to make a request on your behalf. In order to designate an authorized agent to make a request on your behalf, you must provide a valid power of attorney, the requester’s valid government-issued identification, and the authorized agent’s valid government issued identification. We cannot process your request if you do not provide us with sufficient detail to allow us to understand and respond to it.
• Request a list of third party marketers. California’s “Shine the Light” law (California Civil Code § 1798.83) allows California residents to ask companies with whom they have formed a business relationship primarily for personal, family or household purposes to provide certain information about the companies’ sharing of certain personal information with third parties for their direct marketing purposes during the preceding year (if any). You can submit such a request by sending an email to privacy@lifestoneco.com with “Shine the Light” in the subject line. The request must include your current name, street address, city, state, and zip code and attest to the fact that you are a California resident. We cannot process your request if you do not provide us with sufficient detail to allow us to understand and respond to it.

FOR EUROPEAN RESIDENTS - GDPR We may disclose your Personal Data in the good faith belief that such action is necessary to:

• To comply with a legal obligation
• To protect and defend the rights or property of Company
• To prevent or investigate possible wrongdoing in connection with the Service
• To protect the personal safety of users of the Service or the public
• To protect against legal liability

Security of Data The security of your data is important to us but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Data Protection Rights under the General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. Company aims to take reasonable steps to allow you to correct, amend, delete or limit the use of your Personal Data. If you wish to be informed about what Personal Data we hold about you and if you want it to be removed from our systems, please contact us.

In certain circumstances, you have the following data protection rights:
• The right to access, update or delete the information we have on you. Whenever made possible, you can access, update or request deletion of your Personal Data directly within your account settings section. If you are unable to perform these actions yourself, please contact us to assist you. • The right of rectification. You have the right to have your information rectified if that information is inaccurate or incomplete.
• The right to object. You have the right to object to our processing of your Personal Data. The right of restriction. You have the right to request that we restrict the processing of your personal information.
• The right to data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable and commonly used format.
• The right to withdraw consent. You also have the right to withdraw your consent at any time where Company relied on your consent to process your personal information.

Please note that we may ask you to verify your identity before responding to such requests. You have the right to complain to a Data Protection Authority about our collection and use of your Personal Data. For more information, please contact your local data protection authority in the European Economic Area (EEA).

Sharing your personal information

We do not sell, trade, or rent Users personal identification information to others in accordance with the CCPA. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above.

Children

We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act), we do not knowingly collect any information from children under 18 years of age. If an under 18 child has submitted information without parents/guardians consent, the parents may inform us and we will delete such information.

Third party websites

Users may find advertising or other content on our Site that link to the sites and services of our partners, suppliers, advertisers, sponsors, licensors and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website's own terms and policies.

(Website) Facebook Custom Audiences (“Facebook Pixel”) Our Sites also uses the remarketing function “Custom Audiences” of Facebook Inc. (“Facebook”) in order to contact you again within 180 days. This allows users of the website to see interest-based advertisements (“Facebook ads”) when visiting the social network Facebook or other websites that also use this tool. Your browser automatically establishes a direct connection to the Facebook server. We have no influence on the extent and further use of the data collected by Facebook through the use of this tool and therefore inform you according to our level of knowledge: By integrating Facebook Custom Audiences, Facebook receives the information that you have called up the corresponding website of our Internet presence, or that you have clicked on an advertisement from us. If you are registered with a Facebook service, Facebook can associate your visit with your account. Even if you are not registered with Facebook or have not logged in, it is possible that the providers may obtain and store your IP address and other identifying information.

Tracking Visitors In order to improve our services, we use various tools to track visitors which include:
• Google
• ClickFunnels
• Snappy Kraken
• Outbound Engines
• Active Campaign
• Calendly
• Other tool for this purpose.

Please note that we use these third party tools for the purpose of maintaining and improving our sites and services. The information collected is for the use of our companies and is not for the third parties. These tools may have their own privacy policies and customer service policies and we do not have any control over them. For more information, you may review the terms and policies of these tools individually.

International

If you visit our Services or contact us from outside of the United States of America, please be advised that (i) any information you provide to us or that we automatically collect will be transferred to the United States of America; and (ii) that by using our Services or submitting information, you explicitly authorize its transfer to and subsequent processing in the United States of America in accordance with this Privacy Policy.

Data Retention

We will retain your information for as long as needed to provide you the Site services, for our valid business purposes, and as necessary to comply with our legal obligations, resolve disputes, defend our legal rights, and enforce our agreements.

Changes

Company has the discretion to update this privacy policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Acceptance

By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

Contacting us If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at: Email: privacy@dentalwealthnation.com

COOKIE POLICY

Welcome to the Cookie Policy of the www.lifestoneco.com and www.dentalpreneursddvisors.com websites and any other website/subdomains owned and operated by these companies. (“Sites” or “Websites”) These websites are owned and operated by McNeely Financial Strategies, LLC DBA and The LifeStone Companies DBA Dental Wealth Nation collectively; “companies”).

What are Cookies?

Cookies can be delicious. Cookies are small text files placed on your computer by websites and sometimes by emails. They provide useful information to organizations, which helps to make your visits to their websites more effective and efficient. We use cookies to ensure that we can understand how you use our websites and to ensure that we can make improvements to the websites. Cookies do not contain any personal or confidential information about you.

How we use Cookies We use cookies to ensure that you get the best from our website. The first time that you visit our website you will be asked to consent to our use of cookies and we suggest that you agree to allow the cookies to be active on your device whilst you visit and browse our website to ensure that you experience our website fully. For example, you will not be able to access your My Move file if you browse with the cookies disabled.

The types of cookies that we use:

We use several types of cookies on our websites:

• Session cookies that are deleted after each visit
• Persistent cookies that remain in place across multiple visits to our websites
• Performance Cookies
• Functionality Cookies
• Advertising Cookies

Session cookies and persistent cookies are necessary for you to use our website. These cookies can be deleted via your browser, but this will restrict the functions that you can carry out on our websites. We may use Google Analytics on our website. This is a tracking cookie that enables us to track how popular our site is and to record visitor trends over time. The cookie does not contain any personal data but it does use your computer’s IP address to determine where in the world you are accessing the website from and to track your page visit within the site.

Performance cookies, which are sometimes called analytics cookies, collect information about your use of this Site and enable us to improve the way it works. For example, performance cookies show us which are the most frequently visited pages on the Site, allow us to see the overall patterns of usage on the Site, help us record any difficulties you have with the Site and show us whether our advertising is effective or not.

In some circumstances, we may use functionality cookies.  Functionality cookies allow us to remember the choices you make on our Site and to provide enhanced and more personalized features, such as customizing a certain webpage, remembering if we have asked you to participate in a promotion and for other services you request, like watching a video or commenting on a blog. All of these features help us to improve your visit to the Site.

We and our service providers may use targeting or advertising cookies to deliver ads that we believe are more relevant to you and your interests. For example, we may use targeting or advertising cookies to limit the number of times you see the same ad on our Site and to help measure the effectiveness of our advertising campaigns. These cookies remember what you have looked at on the Site and we may share this information with other organizations, such as advertisers. For more information about third-party advertising networks and similar entities that use these technologies, see www.aboutads.info/consumers, and to opt-out of such ad networks’ and services’ advertising practices, go to www.aboutads.info/choices.

Opting out of third party targeting or advertising cookies does not necessarily mean that you will not see our advertising on third party websites, only that this advertising will not be targeted to you through the use of third party cookies.

Visitor Tracking

We use Google Analytics and other tools on our website. These are tracking cookies that enables us to track how popular our site is and to record visitor trends over time. The cookie does not contain any personal data but it does use your computer’s IP address to determine where in the world you are accessing the website from and to track your page visit within the site.

In order to improve our services, we use various tools to track visitors which include:
• Google
• ClickFunnels,
• Snappy Kraken
• And other tools that may or may not be listed for this purpose.

Please note that we use these third party tools for the purpose of maintaining and improving our sites and services. The information collected is for the use of our companies and is not for the third parties.

These tools may have their own privacy/cookie policies and customer service policies and we do not have any control over them. For more information, you may review the terms and policies of these tools individually.

Managing Cookies

You can control and/or delete cookies as you wish – for details, see aboutcookies.org. You can delete all cookies that are already on your computer and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit our website and some services and functionalities we offer may not work. To restrict or handle cookies, please see the ‘Help’ section of your internet browser. Please be aware that if cookies are disabled, not all features of the Site may operate as intended.

How to Contact Us

To ask questions or comment about this privacy policy and our privacy practices, contact us at: Dental Wealth Nation hello@dentalwealthnation.com 818-534-4949 www.dentalwealthnation.com

Proud to Be in Bakersfield.
Serving Dental Entrepreneurs & Executives Nationwide

Tim McNeely
Advisor to Dental Entrepreneurs
​Click here to book a call with Tim

© The Dental Wealth Alliance is a LifeStone Company - All Rights Reserved

This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services. Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies.

Some materials is published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright by AES Nation, LLC. This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing..

*Timothy J McNeely is an Investment Advisor Representative.  All investment advisory services are offered through a RIA. The LifeStone Companies are not owned or legally affiliated with RIA and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.

Privacy, Cookie Policy, Terms, and Conditions