Privacy Policy

Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Mailing address
• Information submitted through contact forms, appointment requests, event registrations, surveys, or assessments
• Other information you choose to provide

Information Collected Automatically

We may also collect certain technical information automatically, including:

• IP address
• Browser type
• Device information
• Website usage data
• Cookies and analytics information

How We Use Information

We may use your information to:

• Respond to inquiries and requests
• Schedule and manage appointments
• Provide information about our services
• Send event reminders and educational content
• Improve our website and user experience
• Comply with legal and regulatory requirements
• Communicate with you by phone, email, and SMS when you have provided consent

SMS Communications

If you provide your mobile phone number and opt in to receive text messages, we may send messages related to:

• Appointment scheduling and reminders
• Event registrations and reminders
• Customer service communications
• Information you have requested

• Message frequency may vary.
• Message and data rates may apply.

You may opt out of SMS communications at any time by replying STOP to any text message. For assistance, reply HELP or contact us at 833-252-5317 or 904-922-4678.

Information Sharing

We do not sell, rent, or trade your personal information to third parties for marketing or promotional purposes.

We may share information with trusted service providers who assist us in operating our business, including website hosting providers, customer relationship management platforms, email service providers, analytics providers, and other vendors necessary to provide our services. These providers are required to protect your information and may only use it for authorized business purposes.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, analyze traffic, and enhance user experience. You may adjust your browser settings to refuse cookies; however, some features of the website may not function properly.

This website uses two non-essential services, and neither one loads until you allow it. Vercel Web Analytics counts page views and does not use cookies to identify you across websites. The Google Ads tag lets us measure whether our advertising reaches people who are looking for retirement planning help, and it uses cookies to do that.

You control both from the Cookie Settings link in the footer of every page. You can accept, reject, or change your decision at any time. If your browser sends a Global Privacy Control signal and you have not made an explicit choice here, we treat that signal as a rejection. Where local law requires prior consent, nothing non-essential loads until you accept.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage users to review the privacy policies of any third-party websites they visit.

Your Choices

You may:

• Opt out of marketing emails using the unsubscribe link provided in emails
• Opt out of text messages by replying STOP
• Change or withdraw your cookie choice at any time using the Cookie Settings link in the footer
• Contact us to update, correct, or request deletion of your information where applicable

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website following any updates constitutes acceptance of the revised policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact: