Last Updated: June 3, 2025
At P2Retire, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data.
1. Information We Collect
We may collect personal information such as your name, contact details, financial information, and other data necessary to provide retirement planning and advisory services. This information is collected when you:
- Contact us via email, phone, or our website
- Engage our services as a client
- Visit our website (p2retire.com)
2. How We Use Your Information
Your information is used to:
- Provide personalized retirement planning and 403b investment services
- Communicate with you about your account or inquiries
- Improve our website and services
- Comply with legal and regulatory requirements
3. Sharing Your Information
We do not sell or share your personal information with third parties except as required to provide our services (e.g., with financial institutions for 403b investments) or to comply with legal obligations.
4. Data Security
We implement reasonable security measures to protect your information from unauthorized access, use, or disclosure. However, no method of transmission over the internet is 100% secure.
5. Your Rights
You have the right to access, correct, or request deletion of your personal information. Contact us at info@p2retire.com to exercise these rights.
6. Cookies
Our website may use cookies to enhance your browsing experience. You can manage cookie preferences through your browser settings.
7. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page, and your continued use of our services constitutes acceptance of the updated policy.
8. Contact
For questions about this Privacy Policy, please contact us at info@p2retire.com or (555) 123-4567.