Privacy Policy

We collect information you provide directly to us, such as when you create an account, use our services, or contact us for support.

• Account information (name, email, company details)
• Client data you input into our planning tools
• Usage data and analytics
• Communication records

We use the information we collect to provide, maintain, and improve our services:

• Provide retirement planning calculations and reports
• Maintain and improve our platform
• Provide customer support
• Send important updates about our services
• Ensure security and prevent fraud

We use cookies, pixels, tags, and similar technologies to collect information about your visit for marketing and analytics purposes and to enhance your experience. These technologies load only after you provide consent through our cookie banner. You can change or withdraw your consent at any time using the “Cookie Preferences” link in our website footer.

Technologies we use

• Google Analytics 4 — website usage and traffic analytics.
• Ahrefs Analytics — marketing and SEO analytics.
• Instantly Website Visitor ID (Leadsy.ai) — identifies business visitors to our site for B2B marketing and lead generation.
• Rewardful — affiliate and referral attribution.
• Meta (Facebook) Pixel — advertising measurement and audience building.

Data collected and how it is used

Through these technologies we may collect information such as your IP address, device and browser details, pages viewed, referral source, and — for business visitors identified through our Website Visitor ID provider — associated company and professional contact information. We use this data for marketing, advertising, analytics, and lead generation.

This information may be combined with data from other sources to build profiles about visitors and their organizations for marketing purposes. Our Website Visitor Identification provider only collects information from confirmed U.S.-located IP addresses and does not collect information from visitors in the EU or Canada.

Your choices

You can decline non-essential cookies and tracking when you first visit, or change your choice later via the “Cookie Preferences” link. You may also opt out of marketing communications at any time by contacting us using the details below.

[Placeholder — to be reviewed and finalized by legal counsel: confirm the cookie/technology list above, retention periods, third-party data-sharing disclosures, and any state-specific (e.g., CCPA/CPRA) or international rights and opt-out mechanisms applicable to your business.]

We implement industry-standard security measures to protect your information:

• 256-bit SSL encryption for all data transmission
• Regular security audits and penetration testing
• Access controls and employee training
• Secure data centers with 24/7 monitoring
• Regular backups and disaster recovery procedures

You have the following rights regarding your personal information:

• Access and review your personal data
• Request corrections to inaccurate information
• Request deletion of your account and data
• Export your data in a portable format
• Opt-out of marketing communications
• Decline or withdraw consent for cookies and tracking technologies