Retire Ready Wealth Management has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
Protecting your privacy is very important to us. Our goal is to treat the personal information you furnish us with the utmost respect and in accordance with this Privacy Policy. We request that you carefully read this Privacy Policy and our Terms of Use before using the website. By visiting, viewing or using the website in any manner you are agreeing to the terms set forth in this Privacy Policy, as well as the Terms of Use for the Website.
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. We will not disclose the nonpublic personal information we collect about our customers to anyone except as necessary as follows: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs), however we will not do so. These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Text message opt-in data and consent are not shared with any third parties (including subsidiaries and affiliates). If you wish to be removed from receiving future communications, text STOP to opt out.
You can visit us on the internet without telling us who you are or revealing any information about yourself, including your email address. In this case, our web servers collect the name of the domain you used to access the Internet (such as aol.com) and the website you came from and visit next. This information is used by us and our business partners to measure the number of visits, average time spent, page views, and other statistics about visitors to our Website in general. We also use this data to monitor site performance and to make the site easier and more convenient to use.
There are times when we may ask you for information about yourself to assist us in meeting your various needs, including:
In these cases, your browsing will no longer be anonymous to us. To provide these services, we may need to ask you directly to provide, among other things, your name, social security number, physical address, zip code, e-mail address and phone number.
Please note that we do not knowingly solicit information from children and we do not knowingly market our products or services to children.
If you are browsing, a cookie is used to help us measure the number of visits, average time spent, page views and other statistics relating to our website. This cookie, by itself does not reveal to us your e-mail address or who you are. If you decide to register online with us, we may collect additional information to provide tailored offerings or content to you. In this case, we use cookies to recognize you on subsequent visits and make your online experience more convenient.
Cookies are small pieces of data stored by your internet browser on your computer’s hard drive. They cannot be used to collect data from your hard drive, obtain your e-mail address or personal-identifying information about you. You may set your browser to notify you when you receive a cookie or to prevent cookies from being sent. Please note, however, that by not accepting cookies, you will limit the functionality we can provide you when you visit our site.
When you provide information to us, we may share your information with our affiliated companies and third parties for the purpose of fulfilling your requests as well as offering you other services that may be of interest to you. It is not shared with any third party, unless permitted by you or requested by law. We may also aggregate statistics that we gather about our customers, sales, traffic patterns, and services and provide these statistics to third parties; however, when we do, these statistics will not include any personal information that identifies individuals.
We use encryption and authentication tools to protect your personal information. Therefore, the information you provide us through our website is secure. We instruct our employees with access to your information that it is to be used only in adherence with the principles set forth in this Privacy Policy and the laws applicable to each specific business. Employees who misuse customer information are subject to disciplinary action.
You may access the data collected by us about you by sending a request to the address listed below. If you believe that an error has been made in the accuracy of the data collected from you, we will correct such error upon adequate verification of the error and the identity of the person seeking the correction.
If you wish to access, remove or correct any personally identifying data you have supplied to us or if you have any questions about this Privacy Policy, you may contact us by sending a letter via the U.S. Mail to:
150 N. Radnor Chester Road
Suite F200
Radnor, PA 19087
Please understand that in order to protect your privacy and security, we may also need to take reasonable steps to verify your identity before granting access or making corrections.
We reserve the right to modify or supplement this Privacy Policy statement at anytime. If we make any material change, we will update our website to include such changes.