Privacy Policy

Effective Date: January 1st, 2026

Secure Retirement & Estate (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information.

Information We Collect

We may collect personal information you voluntarily provide, including:

• Name
• Email address
• Phone number
• City and state
• Information submitted through quizzes, forms, or consultations

We may also collect limited technical data such as IP address, browser type, and interaction data through website analytics or advertising platforms.

How We Use Your Information

We use your information to:

• Respond to inquiries
• Provide retirement planning education
• Schedule consultations
• Evaluate retirement income strategies
• Communicate relevant service updates

We do not sell or rent your personal information.

Advertising & Third-Party Tools

We may use third-party tools including advertising platforms (such as TikTok), quiz platforms, email providers, scheduling tools, and CRM systems to collect or process information. These providers maintain their own privacy policies.

Information submitted through advertisements may be processed through such third-party services.

California Privacy Rights (CCPA)

If you are a California resident, you have the right to:

• Request information about personal data we collect
• Request deletion of your personal information (subject to legal exceptions)

To exercise these rights, contact: [your business email]

We do not sell personal information as defined under California law.

Data Security

We implement reasonable safeguards to protect your information. However, no method of transmission over the internet is guaranteed to be 100% secure.

No Financial Advice

Information provided through this website and associated platforms is for educational purposes only and does not constitute personalized financial, tax, or legal advice.

Contact

If you have questions about this Privacy Policy, contact: Sandra@SecureRetirementAndEstate.com