Website Terms of Use

We hope you find this website useful. Although we make every effort to ensure that all information that appears here is accurate, please understand that this website does not constitute an agreement or an offer to enter into one and does not constitute a representation or promise of any kind; it’s just to provide basic information and to enable you to contact us. The only information, representations, and promises that are binding on us are the ones in contractual agreements.  If you see any information that strikes you as inaccurate or if you have any questions, please let us know.

Privacy Policy

Information we collect and how we use it: 

When you visit our website, our servers collect the basic technical information necessary to maintain the connection with and functionality of your browser, ensure the proper operation of our systems, and recognize abuses such as attempts to overwhelm our servers (DDOS attacks), etc.; namely:
·       the IP address you’re using to access our site,
·       which browser and operating system you’re using to view our site,
·       the pages you view while accessing our site, and
·       the timestamps of your visit.
We use website analytics and tag managers from companies such as Google and HubSpot to optimize our website and determine which parts of its visitors find most useful and interesting. We do not disclose the information we receive from such companies to any third parties, nor do we use it to attempt to identify you, track you or your use of our site over time. There is no third-party advertising on our site and thus no advertiser links or third-party advertiser tracking attempts.

Our website has two pages where you can provide us with your personal information:  The Roadmap for Retirement page and the Contact us page. For obvious administrative purposes, we keep copies of your communications with us via those pages. We enter the information you provide into our client relations database so as to enable us to correspond with you about the topics you contacted us about. We also use it to schedule meetings with you, and to send you (via email or postal mail) newsletters and other informational or marketing materials we think might be relevant to your request. Such materials will come only from us; we do not disclose your personal information or the contents of our communications with you to any third party without your consent (except to the extent we are required to do so as a result of legal process). We do provide links to third party websites and we may provide links to social networks; if you click on those links, the privacy policies of those websites and social networks will, of course, apply, and it’s possible that they might add new information regarding your visit to our site to whatever information they already have about you. If you do not enter into a business relationship with us we will be happy to delete your information from our records, or you may opt out of further communications from us, at any time; just send us a written request to that effect. For proper recordkeeping purposes we reserve the right to maintain archival (inactive) copies of all communications. In the unlikely event of a data breach, we will comply with all applicable data breach laws.

Call Now Button