Privacy notice
Plain English, short and to the point.
What we collect
Only what you type into our review request form: your name, phone, email, state, retirement timing, a savings range and any message. We do not ask for account numbers or Social Security numbers online.
How we use it
To contact you about your review and to keep a record of your request. We do not sell or rent your information.
Where it is stored
Form submissions are received through our website host, Netlify, and then kept in our own records.
Analytics, visitor tracking and advertising
This site uses a tracking pixel from a third-party website traffic service (webtrafficcam.com) that records visits to this site and may help us identify visitors so that we can follow up. We may also use standard analytics and advertising tools, such as Google Analytics or the Meta Pixel, to understand how visitors use this site and to measure our advertising. We do not sell the information. You can limit these tools with your browser’s privacy and tracking settings.
Your choices
To update or remove your information, or to stop hearing from us, call 888-888-6001 or write to 10935 SE 177th Place, Suite 204, Summerfield, FL 34491.
Clients receive our full privacy policy with their advisory agreement.