Privacy Policy
Last updated: [date of approval]
The short version. We collect what you type into the income check and your contact details so we can follow up about your results.
We don't sell your information, rent it, or add you to a marketing list. You can ask us to delete it at any time.
Who we are
My Retirement Strategy (“we,” “us”) is operated by [Advisor name, title], a registered representative of [Osaic broker-dealer entity]. This policy covers the website myretirementstrategy.net and the ten-minute income check on it.
What we collect
- Your answers to the income check: where you are in retirement, where your income comes from, how confident you feel, whether you work with an advisor, what matters most to you, and a general range of your investable assets.
- Your contact details: first and last name, email address, and phone number.
- Basic technical information that any website receives when you visit, such as your IP address, browser type, and the time of your visit. Our hosting provider records this in its standard server logs.
We do not ask for, and you should not enter, Social Security numbers, account numbers, or passwords.
How we use it
- To review your results and contact you by phone or email about them.
- To send you a follow-up email related to your results.
- To keep an internal record of inquiries, as required of registered representatives.
We don't use your information for anything unrelated to your inquiry.
Who we share it with
We don't sell or rent your personal information. We use a small number of service providers to run the site, and each receives only what it needs to do its job:
- Netlify: hosts the website and receives your form submission.
- Resend: delivers the emails we send you.
- Google Workspace: stores our internal record of inquiries.
Communications and records may also be reviewed by [Osaic broker-dealer entity] for compliance supervision, and we may disclose information when the law or a regulator requires it.
Cookies and tracking
This site does not use advertising or analytics cookies. Fonts are loaded from Google Fonts, which receives your IP address when the page loads.
[Update this section before adding a Meta Pixel or any analytics tool.]
Phone and email contact
When you submit the income check, you agree that we may contact you by phone or email about your results. You can ask us to stop at any time by replying to any email, by telling us on the phone, or by writing to contact@myretirementstrategy.net. We don't send marketing text messages.
How long we keep it
We keep inquiry records for as long as securities regulations require. If you ask us to delete your information, we'll delete everything we're not legally required to keep and stop contacting you.
Your choices
You can ask to see the information we hold about you, correct it, or have it deleted. Email contact@myretirementstrategy.net and we'll respond within 30 days.
If you become a client
This policy covers the website only. If you open an account, your information is governed by the privacy notice of [Osaic broker-dealer entity], which you'll receive at account opening.
Security
The site uses an encrypted (HTTPS) connection, and access to inquiry records is limited to the advisor. No system is perfectly secure, so we collect only what we need.
Children
This site is intended for adults and does not knowingly collect information from anyone under 18.
Changes
If we change this policy, we'll update the date at the top of this page.
Contact
contact@myretirementstrategy.net
[Mailing address, if compliance requires one]