Data Breach Notifications

Entity Information

  • Type of Organization: Financial Services
  • Entity Name: The Planning Team
  • Street Address: 32815 Tamina Road
  • City: Magnolia
  • State, or Country if outside the US: Texas
  • Zip Code: 77354

Submitted By

  • Name: Paul Schmeltzer
  • Title: Attorney
  • Firm name (if different than entity): Clark Hill LLP
  • Telephone Number: 3234974493
  • Email Address: pschmeltzer@clarkhill.com
  • Relationship to entity whose information was compromised: Attorney

Breach Information

  • Total number of persons affected (including residents): 255
  • Total number of Maine residents affected: 1
  • If the number of Maine residents exceeds 1,000, have the consumer reporting agencies been notified: No
  • Date(s) Breach Occured: 03/31/22
  • Date Breach Discovered: 10/13/22
  • Description of the Breach:
    • External system breach (hacking)
  • Information Acquired - Name or other personal identifier in combination with: Financial Account Number or Credit/Debit Card Number (in combination with security code, access code, password or PIN for the account)

Notification and Protection Services

  • Type of Notification: Written
  • Date(s) of consumer notification: 10/31/2022
  • Copy of notice to affected Maine residents: ELN-16004 The Planning Family Adult CM 12 Mo r4prf.pdf
  • Date of any previous (within 12 months) breach notifications:
  • Were identity theft protection services offered: Yes
  • If yes, please provide the duration, the provider of the service and a brief description of the service: 12 months of identity theft monitoring services from Kroll.