We collect your information in order to:
Deliver your free or paid book resources
Provide follow-up emails and educational materials
Book your strategy session and prepare personalized recommendations
Send periodic updates related to retirement, financial planning, and legacy guidance
Comply with legal and regulatory requirements, when applicable
Your information will never be sold or rented to third parties. It may be shared with trusted service providers (e.g., calendar software, email platforms) solely for operational purposes.
We use cookies to track activity on our site and improve your experience. These may include analytics (Google Analytics, Meta Pixel) and retargeting tools. You can disable cookies in your browser settings at any time.
You have the right to:
Opt out of emails at any time
Request access to or deletion of your personal data
This privacy policy may be updated periodically. Please check back for changes.
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