Effective October 26, 2026
Privacy Policy
How we handle your information when you visit this website, submit an inquiry, or book a consultation.
1. Who we are
This marketing and appointment-booking website helps visitors request retirement planning consultations. Our contact address is 101 West Big Beaver Rd, Suite 1400, Troy, MI 48307. Contact us at (248) 593-7058 with privacy questions.
2. Information we collect
We collect the name, email, phone number, qualification answers, and other information you voluntarily submit; appointment selections and scheduling details; and information you share during calls, including call notes. We may collect IP address, device and browser information, pages visited, interactions, cookie identifiers, and advertising click identifiers such as gclid and fbclid. Do not submit account passwords, Social Security numbers, or sensitive financial documents through this website.
3. How we use information
We use information to evaluate appointment requests, arrange and confirm consultations, respond to inquiries, maintain records, and communicate about requested services. We also use technical and advertising data to measure campaigns, maintain security, and improve this website. Where applicable, we rely on your consent, fulfillment of your request, legitimate operational interests, or legal obligations.
4. Service providers and sharing
Information may be processed by qualification form, scheduling, CRM, and hosting providers, and email or SMS delivery providers. Advertising platforms may receive cookie, click, or event information when their tracking is enabled, subject to your choices and applicable law. We disclose only information needed for the relevant purpose, and may disclose information when legally required or to protect rights and security. MISSING — client to supply: complete email/SMS provider and analytics processor list.
5. No sale of personal information
We do not sell personal information. Advertising tracking may constitute sharing for cross-context behavioral advertising under some privacy laws. You may request to opt out of such sharing by contacting us.
6. Phone, text, and email consent
Submitting an inquiry allows us to respond to the request. Marketing calls or texts, including automated communications where applicable, require the separate consent presented with the form. Consent is not a condition of purchase. Message frequency varies; message and data rates may apply. Reply STOP to opt out of texts and HELP for assistance, or contact us directly. You may unsubscribe from marketing emails using their unsubscribe link. Service-related communications may still be sent when needed to fulfill your request.
7. Cookies, pixels, and choices
This website uses the Meta Pixel for PageView advertising measurement only. When permitted, Meta receives the page URL, IP address, browser/device information and cookie identifiers; no form answers, names, email addresses, phone numbers, booking events, or customer matching data are intentionally sent. Automatic event detection is disabled. In regions requiring consent or where location cannot be determined, the pixel stays blocked until you accept advertising tracking. Elsewhere it may operate without a banner, subject to your choices and browser privacy opt-outs. Use Cookie settings at the bottom of any page to reject or withdraw at any time; this stops future reporting and does not undo earlier permitted reports. This browser stores a visitor reference, choice, time, region, and notice version/text, preserving earlier acceptance when you withdraw. Embedded services have separate privacy practices. Your browser can block/delete cookies. Meta privacy information: https://www.facebook.com/privacy/policy/; advertising controls: https://www.facebook.com/adpreferences. Contact us to exercise applicable opt-out rights.
8. Your privacy rights
Depending on your location, you may request access, correction, deletion, or a portable copy of your personal information; restrict or object to processing; withdraw consent; and opt out of sale or sharing. California residents may have rights under the CCPA/CPRA without discrimination. Where GDPR applies, you may also complain to a supervisory authority. Contact us at the phone number above to submit a request. We may need to verify identity and will respond within applicable legal deadlines. An authorized agent may submit a request with proof of authorization.
9. Retention and security
We retain information only as needed for the purposes described, regulatory and legal obligations, resolving disputes, and maintaining required business records. We use reasonable safeguards, but no internet transmission or storage system is completely secure. MISSING — client to supply: specific retention periods and applicable regulated recordkeeping schedule.
10. Eligibility and international visitors
This website is intended for adults aged 18 or older in the United States. It is not intended for children, and we do not knowingly collect their information. Contact us if you believe a child has submitted information. Service availability depends on applicable licensing and registration requirements.
11. Changes and contact
We may update this notice and will post the new effective date here. Material changes will be communicated when required by law. For questions or requests, contact (248) 593-7058.