Retirement Wealth Professionals respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains what information we collect, how we use it, how it may be shared, and the choices available to you.
We may collect personal information that you voluntarily provide to us, including your:
Name
Email address
Telephone or mobile phone number
Mailing address
Appointment or scheduling information
Information submitted through website forms
Communications with our team
Other information you choose to provide
We may also collect certain technical information automatically when you visit our website, such as browser type, device information, IP address, and website usage information.
We may use your personal information to:
Respond to inquiries and requests
Schedule and manage appointments
Provide information about our services
Communicate with prospective and existing clients
Send appointment confirmations, reminders, and follow-up communications
Provide customer service
Maintain business and compliance records
Improve our website, services, and communications
Comply with applicable legal and regulatory requirements
If you provide your mobile telephone number and consent to receive text messages from Retirement Wealth Professionals, we may send SMS or MMS messages related to your appointments, inquiries, requested information, and client or prospect service communications.
Messages may include appointment scheduling, appointment confirmations and reminders, rescheduling communications, meeting information, responses to inquiries, follow-up communications related to services or information you requested, and customer-service communications.
Message frequency varies. Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP. You may reply HELP for assistance or contact Retirement Wealth Professionals using the contact information below.
Consent to receive text messages is optional and is not a condition of purchasing any product or service.
For additional information about our SMS program, please review our SMS Terms & Conditions at:
https://retirementwealthpro.com/terms-and-conditions
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Mobile information includes mobile telephone numbers, SMS opt-in data, and text messaging consent.
We may disclose mobile information to trusted service providers or subcontractors solely as necessary to provide services on our behalf, including telecommunications providers, messaging platforms, scheduling systems, customer-service platforms, hosting providers, and other technology providers. These providers may use the information only as necessary to perform services on our behalf.
Text messaging originator opt-in data and consent will not be sold, rented, or shared with any third party or affiliate for their own marketing or promotional purposes.
SMS consent is specific to Retirement Wealth Professionals and does not constitute consent to receive text messages from any affiliated or unrelated organization.
We do not sell personal information.
We may disclose personal information to trusted service providers that assist us with operating our business, including technology, communications, scheduling, hosting, analytics, compliance, and customer-service providers.
These providers are permitted to use information only as necessary to perform services on our behalf.
We may also disclose information when required by law, regulation, court order, subpoena, governmental request, or when reasonably necessary to protect our rights, property, clients, or others.
SMS opt-in information and consent are excluded from any sharing for marketing or promotional purposes.
Our website may use cookies and similar technologies to improve website functionality, understand how visitors use our website, and measure the effectiveness of our communications.
You may adjust your browser settings to limit or reject cookies.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or misuse.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, meet business and compliance requirements, resolve disputes, and satisfy applicable legal or regulatory obligations.
You may contact us to:
Request access to personal information we maintain about you
Request that inaccurate information be corrected
Request deletion of information where legally permissible
Opt out of marketing communications
Opt out of SMS communications by replying STOP
Certain information may need to be retained to satisfy legal, regulatory, compliance, or recordkeeping requirements.
Our website may contain links to third-party websites. We are not responsible for the privacy practices, security, or content of websites operated by third parties.
We encourage you to review the privacy policies of any third-party websites you visit.
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
If you have questions about this Privacy Policy or our privacy practices, please contact:
Retirement Wealth Professionals
Email: [email protected]
Phone: (512) 737-0176
Website: retirementwealthpro.com