Effective Date: 01/01/2025
1. Introduction
Welcome to Retirement Planning Resources. We are committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy outlines how we collect, use, and safeguard your data when you interact with our website and services.
2. Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and other identifying details you provide.
- Financial Information: Income details, tax information, retirement account data, and other financial details necessary for our services.
- Technical Information: IP address, browser type, pages visited, and other analytics data collected through cookies and similar technologies.
3. How We Use Your Information
We use your information to:
- Provide financial and tax planning services tailored to your needs.
- Respond to inquiries and communicate with you.
- Process transactions and manage accounts.
- Improve our website and services through analytics.
- Comply with legal and regulatory obligations.
4. How We Share Your Information
We do not sell or rent your personal information. However, we may share it with:
- Service Providers: Trusted third-party vendors assisting with data processing, IT support, or compliance.
- Legal & Regulatory Entities: If required by law, we may disclose information to comply with legal obligations or protect our rights.
- Financial Institutions & Partners: If necessary for providing financial or tax-related services, with your consent.
5. Data Security
We take reasonable precautions to protect your personal information from unauthorised access, alteration, or disclosure. However, no data transmission over the internet is entirely secure.
6. Your Rights & Choices
Depending on applicable laws, you may have the right to:
- Access, correct, or delete your personal information.
- Opt-out of marketing communications.
- Restrict or object to certain data processing activities.
To exercise your rights, please contact us at [Insert Contact Email].
7. Cookies & Tracking Technologies
We use cookies to improve website functionality and user experience. You can adjust your browser settings to disable cookies, but this may affect site performance.
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices and encourage you to review their policies.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
10. Contact Us
If you have any questions about this Privacy Policy or how we handle your data, please contact us:
Retirement Planning Resources
7200 S Alton Way
Suite A-250,
Centennial, CO 80112