Privacy Policy
Last updated: February 23, 2026
Information We Collect
When you use our Retirement Readiness Assessment, we collect the information you voluntarily provide, including your name, email address, phone number, state of residence, and your survey responses. We also collect standard technical data such as your IP address, browser type, and device information through cookies and analytics tools.
How We Use Your Information
We use your information to prepare your personalized retirement assessment report, deliver it to you by email, and, if you opt in, connect you with a qualified financial advisor. Your survey responses are used solely to prepare your report and are not shared with unrelated third parties for marketing purposes.
Data Storage and Security
Your personal information and prepared report are stored securely using industry-standard encryption and hosted on servers within the United States. We retain your data only for as long as necessary to provide our services and comply with legal obligations. PDF reports are stored in secure cloud storage with access controls.
Third-Party Sharing
We may share your contact information with licensed financial professionals for the purpose of providing you with a consultation, but only when you have indicated interest through our platform. We use third-party service providers for hosting, analytics, and customer relationship management, all of whom are bound by confidentiality agreements.
Your Rights
You have the right to access, correct, or delete your personal information at any time. To exercise these rights, or to request a copy of your data, please contact us at the email address provided below. We will respond to your request within 30 days.
Cookies and Tracking
We use cookies and similar technologies to analyze site traffic and improve your experience. You may disable cookies through your browser settings, though this may affect the functionality of certain features.
Contact Us
If you have questions about this privacy policy or our data practices, please reach out to our team. We are committed to protecting your privacy and being transparent about how your information is used.