Privacy Policy

Last Updated: October 26, 2023

At St. Louis Retirement Advisors (“we,” “us,” or “our”), accessible from https://retire-stl.com, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by retire-stl.com and how we use it.

1. Information We Collect

If you contact us directly or sign up for our resources (such as our “5 Ways to Stay Confident in Retirement” guide), we may receive additional information about you:

  • Personal Identifiers: Name, email address, phone number, and mailing address.

  • Financial Information: Information you provide regarding your retirement goals, assets, or financial situation through our contact forms or initial consultations.

  • Usage Data: IP addresses, browser type, Internet Service Provider (ISP), date/time stamps, and referring/exit pages.

2. How We Use Your Information

We use the information we collect in various ways, including to:

  • Provide, operate, and maintain our website.

  • Improve, personalize, and expand our website experience.

  • Communicate with you, either directly or through one of our partners, for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes.

  • Send you newsletters or requested financial guides.

  • Find and prevent fraud.

3. Financial Privacy (GLBA)

As a financial services firm, the collection and sharing of your non-public personal information are governed by the Gramm-Leach-Bliley Act (GLBA) and applicable state laws. We do not disclose any non-public personal information about our clients or former clients to anyone, except as permitted or required by law to service your account or provide financial planning services.

4. Cookies and Web Beacons

Like any other website, retire-stl.com uses ‘cookies’. These cookies are used to store information including visitors’ preferences, and the pages on the website that the visitor accessed or visited. The information is used to optimize the users’ experience by customizing our web page content based on visitors’ browser type and/or other information.

5. Third-Party Privacy Policies

Our Privacy Policy does not apply to other advertisers or websites. We may use third-party services (such as email marketing platforms or CRM systems) to manage our relationship with you. We advise you to consult the respective Privacy Policies of these third-party servers for more detailed information.

6. Your Data Protection Rights (GDPR/CCPA)

Depending on your location, you may have the following rights:

  • The right to access – You have the right to request copies of your personal data.

  • The right to rectification – You have the right to request that we correct any information you believe is inaccurate.

  • The right to erasure – You have the right to request that we erase your personal data, under certain conditions.

  • The right to opt-out – You can unsubscribe from our marketing emails at any time by clicking the “unsubscribe” link at the bottom of our emails.

7. Security of Your Information

We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

8. Contact Us

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us:

Disclaimer: This policy is a template and does not constitute legal advice. Because you are a financial fiduciary, you should have this policy reviewed by your compliance department or legal counsel to ensure it meets all SEC, FINRA, and state-specific regulatory requirements.