Privacy Policy

Effective Date: May / 21 / 2025

USA Retirement Planners (“Company”, “we”, “us”, or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, usaretirementplanners.com (the “Site”) and use related services (collectively, the “Services”).

By using our Site or Services, you agree to the terms of this Privacy Policy and consent to the processing of your personal information as described below.

 

1. Information We Collect

We collect several types of personal and technical information:

A. Information You Provide Voluntarily

This includes data you submit via forms, surveys, chat tools, and other interactive features:

  • Name, email, phone number, zip code
  • Marital status, retirement goals, household income
  • Social profiles (e.g., Facebook, Twitter), and other data relevant to financial planning
  • Feedback or inquiries you send to us

B. Payment Information

We may collect billing details such as your credit card number or banking information when you make purchases or sign up for services.

C. Automated Data Collection

When you visit our Site, we automatically collect:

  • IP address and browser information
  • Device type and operating system
  • Date/time of visit, pages visited, referring URLs
  • Cookies and similar tracking technologies (you can control cookie preferences in your browser)

We use Google Analytics, including Demographics and Interest Reporting, to understand visitor behavior. You can opt out at: [Google Ads Settings](https://www.google.com/settings/ads).

D. Third-Party Data

We may receive information about you from lead providers, co-branded services, or external partners who assist with marketing, appointment booking, or customer engagement.

 

2. Use of Your Information

We use your information to:

  • Provide our Services and customer support
  • Match you with a suitable financial advisor
  • Customize and improve your experience on the Site
  • Communicate with you about services, updates, and promotions
  • Comply with legal requirements and protect against fraud
  • Analyze user behavior to improve the Site and our offerings
  • Create anonymized or aggregated data for internal research and business improvement

We may also use your information to send marketing communications. You can opt out anytime.

 

3. Sharing Your Information

A. With Service Providers

We may share your information with third parties that perform services on our behalf (e.g., web hosting, analytics, customer service).

B. With Financial Advisors

When you fill out an advisor-matching form, your information may be shared with financial advisors who meet our criteria and have agreed to follow strict privacy and contact guidelines.

C. Business Transfers

If our company or assets are sold, merged, or otherwise transferred, your personal data may be included in the transfer.

D. Legal Disclosures

We may disclose your personal data to:

  • Respond to legal requests, subpoenas, or investigations
  • Protect our rights or the safety of users or the public
  • Enforce our Terms of Use or investigate fraud or security concerns

 

4. Your Choices

A. Opting Out of Marketing Emails
You can unsubscribe from our promotional emails by following the “unsubscribe” link in any message or contacting us directly at info@usaretirementplanners.com.

B. Access and Deletion Requests

You may request to access, update, or delete your personal data by contacting us. Note that we may need to retain certain data to comply with legal obligations or resolve disputes.

 

5. Children’s Privacy

We do not knowingly collect or solicit personal data from children under 13. If you believe we have unintentionally collected such data, please contact us so we can delete it.

 

6. International Visitors

Our Services are intended for users in the United States. If you are accessing the Site from outside the U.S., your information may be transferred to and processed in the U.S., where data protection laws may differ from those in your country.

 

7. Third-Party Sites

Our Site may contain links to third-party websites or services. We are not responsible for the privacy practices of those sites. Please review their privacy policies before submitting personal data.

 

8. California Privacy Rights

If you are a California resident, you may request information about our sharing of your personal data with third parties for their direct marketing purposes under California Civil Code Section 1798.83. To make such a request, email **[info@usaretirementplanners.com](mailto:info@usaretirementplanners.com)**. We are required to respond to one request per year per customer.

 

9. Data Security

We use reasonable physical, technical, and administrative safeguards to protect your data. However, no method of transmission over the internet is 100% secure, so we cannot guarantee absolute security.

 

10. Retention of Data

We retain personal data only as long as necessary for business, legal, or regulatory purposes. When data is no longer needed, it is securely deleted or anonymized.

 

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Effective Date” and notify you as required by law. We encourage you to review this page periodically.

 

12. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact:

USA Retirement Planners
1982 State Rd. 44 Suite 121
New Smyrna Beach, FL 32168

Email: info@usaretirementplanners.com
Website: usaretirementplanners.com