Privacy Policy

Information we collect

When you submit the review form, we may collect your name, email address, phone number, state, age range, retirement timing, approximate assets, main concern, city or county, and the question you want answered first.

We may also receive limited technical information such as your IP address and browser user agent for security, troubleshooting, and basic abuse prevention.

How we use information

• To review whether your request is relevant and reasonable for follow-up.
• To respond by phone or email if the request appears to be a fit.
• To improve the site and keep the form working properly.
• To comply with legal, security, or operational obligations.

How we share information

We do not sell your information. We may share it only with service providers who help operate the site or with licensed professionals involved in a legitimate follow-up, if appropriate.

What we do not ask for

• No account numbers.
• No sensitive document uploads.
• No text messaging as a required first contact method.

Data retention and security

Information submitted through the form is kept only as long as needed for review, follow-up, and operational purposes, unless a longer retention period is required by law. Reasonable administrative and technical measures are used to protect the information.

Contact

If you have questions about this policy or the site, use the form on the home page or follow up by the contact information provided there.