PRIVACY POLICY
Last Updated: August 28, 2026
Retirement Care Plans ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or work with us.
Information We Collect
We may collect the following types of information:
Contact information you provide, such as your name, phone number, email address, and mailing address
Financial information you share during a consultation, such as income, assets, and retirement goals, used solely to provide personalized planning recommendations
Website usage data, such as pages visited, time spent on the site, and general location, collected through cookies and analytics tools
How We Use Your Information
We use the information you provide to:
Respond to your inquiries and schedule consultations
Provide personalized financial and retirement planning recommendations
Communicate updates, educational content, or relevant offers, where you've consented to receive them
Improve our website and services
We do not sell your personal information to third parties.
How We Protect Your Information
We use reasonable administrative, technical, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Sharing Your Information
We may share your information with:
Licensed insurance carriers or financial institutions, solely to process products or services you've requested
Service providers who help us operate our business (e.g., scheduling software, email providers), under confidentiality obligations
Regulatory or legal authorities, when required by law
We do not share your information with third parties for their own marketing purposes.
Cookies and Tracking
Our website may use cookies and similar technologies to improve your browsing experience and understand site traffic. You can adjust your browser settings to refuse cookies, though this may affect site functionality.
Your Choices
You may:
Opt out of marketing communications at any time by contacting us or using the unsubscribe link in our emails
Request access to, correction of, or deletion of your personal information, subject to applicable recordkeeping requirements for financial and insurance services
Children's Privacy
Our services are not directed to individuals under 18, and we do not knowingly collect information from minors.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us at:
Retirement Care Plans
📞 301-605-9020
✉️ rcpadmin@retirementcareplans.com