Privacy Policy
Last updated July 2026.
What we collect
When you use the form on this site to schedule a complimentary retirement review, we collect the information you provide: your name, contact information, role, years of service, and any notes you choose to share.
How we use it
Information submitted through this site is used to schedule your complimentary review, prepare for your conversation, and follow up with you about scheduling. It is shared with HavenPoint Retirement Strategies, the licensed firm that conducts these reviews, for these purposes only.
What we don't do
We do not sell your information to third parties. We do not share your information with unrelated marketing lists.
Cookies and analytics
This site may use standard analytics tools to understand how visitors use the site, which helps us improve our educational content. These tools do not identify you personally unless you've submitted the contact form.
Your choices
You may request that we stop contacting you at any time, and you may request that we delete information you've submitted, by reaching out through our contact page.
Questions
If you have questions about this policy, contact us through the form on our contact page.