Privacy Policy
Last updated: December 2024
Information We Collect
When you submit information through our website, we collect:
- • Name and contact information (email, phone number)
- • Retirement savings range (self-reported)
- • Any additional information you provide in forms or communications
How We Use Your Information
We use your information to:
- • Contact you to schedule consultations
- • Provide educational resources and information
- • Respond to your inquiries
- • Improve our website and services
Information Sharing
We do not sell, rent, or share your personal information with third parties for marketing purposes. We may share your information with:
- • Licensed financial advisors within our network who will contact you about your consultation
- • Service providers who assist with our operations (e.g., email service providers, hosting)
- • Legal authorities when required by law
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.
Your Rights
You have the right to:
- • Request access to your personal information
- • Request correction of inaccurate information
- • Request deletion of your information
- • Opt out of marketing communications
Cookies and Tracking
We may use cookies and similar tracking technologies to improve your experience on our website. You can control cookie settings through your browser preferences.
Changes to This Policy
We may update this privacy policy from time to time. Changes will be posted on this page with an updated revision date.
Contact Us
If you have questions about this privacy policy or how we handle your information, please contact us through the information provided on our website.