Privacy Policy

Secure Retirement Group ("we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect when you use our website, how we use it, and the choices you have. By using this site, you agree to the practices described below.

Information We Collect

When you request a Retirement Report Card, schedule a call, or contact us, we may collect:

• Contact information: name, email address, phone number, and state of residence.
• Retirement questionnaire answers: age, retirement timeline, savings range, income sources, and related goals you choose to share.
• Technical data: IP address, browser type, device information, pages viewed, and basic referral data collected automatically.

How We Use Your Information

• To generate your personalized Retirement Report Card.
• To contact you about your results, schedule a strategy call, and answer your questions.
• To send occasional educational emails about retirement income strategies (you can unsubscribe anytime).
• To improve the website and our services.
• To comply with legal, regulatory, and recordkeeping obligations.

How We Share Your Information

We do not sell or rent your personal information. We may share it with:

• Insurance carriers — only if you choose to formally apply for a product, and only the information needed to process your application.
• Service providers (e.g., email, scheduling, hosting) that help us operate the site, under confidentiality obligations.
• Authorities, when required by law or to protect our legal rights.

Calls, Texts, and Email Consent

By submitting your phone number, you consent to receive calls and text messages from Secure Retirement Group regarding your retirement inquiry, including via automated dialing technology where permitted. Consent is not a condition of any purchase. Message and data rates may apply. Reply STOP to opt out of texts; reply HELP for help.

Cookies & Analytics

We use cookies and similar technologies to keep the site working, remember preferences, and understand how the site is used. You can control cookies through your browser settings.

Data Security

We use commercially reasonable safeguards to protect your information. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

You may request access to, correction of, or deletion of your personal information, and you may opt out of marketing communications at any time. Residents of California and other states with applicable privacy laws have additional rights, including the right to know what we collect and the right to request deletion. To exercise these rights, email us at the address below.

Children's Privacy

This site is intended for adults and is not directed to children under 18. We do not knowingly collect information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision.

Contact Us

Questions about this Privacy Policy or your information? Email hello@secureretirementgroup.com.