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We make insurance and financial planning simple, clear, and personalized- helping every stage of life feel more secure, confident, and protected.
Retirement Strategy Guide respects your privacy. This policy explains what information we collect, how we use it, and the choices you have. By using our website, you agree to these terms.
We collect personal information that you choose to provide, including your name, email address, phone number, zip code, financial preferences, and any additional details you share. We also collect general data such as IP address, browser type, device information, pages viewed, and overall usage patterns to help us improve our website.
We use your information to respond to your requests, provide financial insights, connect you with relevant resources or advisors, improve our services, send updates, and maintain site security. We never sell your information.
We do not share your information for unrelated marketing purposes.
We store submitted information securely and limit access to authorized team members. While no system is perfect, we use up to date security practices to protect your data.
Our website may use cookies to improve performance. You may disable cookies through your browser settings.
You may request to view, correct, or delete your information, or opt out of emails at any time by contacting retirementstrategyguide@gmail.com.
Our site may contain links to third party websites. We are not responsible for their privacy practices and encourage you to review their policies.
We do not knowingly collect information from children under 13, and our site is not intended for their use.
We may update this policy from time to time and will revise the date above when changes occur. Continued use of the site means you accept any updates.
If you have questions about this Privacy Policy, contact us at retirementstrategyguide@gmail.com.
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Site created by Katherine Von Haden 2025