Privacy Policy and Terms of Service

We may send educational and promotional information to folks who hear of us through various means. You may have come to know of us because you are a visitor of this website or may met us or heard of us through other means such as our public workshops, webinars, referral by present client, search engine, Youtube, Facebook, or other social media.

You understand that if you give us your contact information we may send you free educational information, invitations to events, appointment reminders or other communications. By giving us your contact information, you agree to receive emails, text messages, and phone calls regarding your inquiry, which may be considered customer care or advertising material.

Emails, text messages, and phone calls may be automatically generated using the information supplied to better coordinate communication. You understand your consent to this is not necessary to obtain free information regarding investment or financial planning services from Retirement Planning Specialists, Inc. Message and Data Rates may apply. You will always have the choice to opt out of receiving SMS (text) messages or emails from our Firm.

We value your privacy, and we will never sell your contact information.

Any information provided by Retirement Planning Specialists to you is for education purposes only. No advisor-client relationship will begin until a signed Agreement has been signed by both the Firm and you.