Privacy Policy

Privacy Policy Effective Date: April 3, 2025

At Retire Well Advisor, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect the information you provide through our website,

www.retirewelladvisor.com

1. Information We Collect

We collect the following personal information when you fill out forms on our website:

Full Name, Email, Address, Phone Number, Mailing Address

We do not

collect payment information or use cookies or tracking tools.

2. How We Collect Information

Information is collected directly from you when you:

Fill out a contact form, Submit your information to request services, Communicate with our team through the website

3. Why We Collect Your Information

We collect personal information for the following purposes:

To set up new accounts or services, To provide customer support and respond to inquiries

4. Data Sharing

We take your privacy seriously.

We do not sell, share, or rent your personal information to third parties.

5. Use of Third-Party Platforms

Our website is connected through Go High Level, a platform we use to manage communications and service delivery. Your information is securely processed through this system in accordance with their privacy standards.

6. Your Rights

You have the right to request access to the personal data we have on file for you. If you would like to view, update, or delete your information, please email us at:

📧

[email protected]

7. Children’s Privacy

We do not knowingly collect or solicit personal information from individuals under the age of 18. If we learn that a child has submitted information, we will promptly delete it.