Privacy Policy

Effective Date: October 20, 2024

At Retirement Ready (“we,” “us,” or “our”), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website and tools.

1. Information We Collect

We collect information you provide through forms, including:

  • Name
  • Age
  • Email address
  • Phone number
  • General financial data (e.g., account balances, custodians, account types)

We do not collect sensitive personal identifiers such as Social Security numbers or account numbers.

2. How We Use Your Information

The information you submit is used to generate calculations and personalized reports. In some cases, your information may be shared with a specific financial firm affiliated with the page you used. This allows the firm to follow up with you regarding your retirement needs or the results of the tool. Your data is not sold or used for unrelated marketing.

3. Third-Party Services

We may use third-party services, including:

  • Mailgun – for sending transactional emails
  • Google Analytics and Facebook Pixel – for basic usage analytics

4. Data Sharing

We do not sell or rent your data. We only share it with affiliated firms as described above, or as required by law or regulatory obligations (e.g., SEC compliance).

5. Cookies

We may use cookies to support analytics and functionality. You can manage cookies via your browser settings.

6. Data Security

We use reasonable measures to protect your data, but cannot guarantee complete security.

7. Children’s Privacy

This service is not intended for children under 13, and we do not knowingly collect data from minors.

8. International Use

Our services are primarily intended for users in the United States. If you access our site internationally, you do so at your own discretion.

9. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted with a new effective date.

10. Contact

If you have any questions, email us at support@retirementreadytest.com.