You do not have to contact us to benefit from our privacy protections; they apply automatically to all of our current and former members.
Information We Collect and Maintain
We collect and share with others the following types of personal information about you:
Information We Disclose
We will not disclose any Non-public Personal Information about you or your account(s) to anyone unless one of the following conditions is met:
In all such situations, we stress the confidential nature of information being shared.
We may share your personal information with:
How We Protect Personal Information
We maintain the confidentiality, security and integrity of your non-public personal information by:
We have not and will not sell your personal information to anyone, even if our formal client relationship ends.
Privacy, security and service in our online operations are just as critical as in the rest of our business. We therefore employ all of the safeguards described above.
How to Contact us with Privacy Questions
Discover Time Sensitive Strategies Each and Every Month!
Listen to Retirement Coach Jack Phelps, ChFC answer your questions on
Why did you create The Relaxing Retirement Coaching Program™?
What smart questions are retirees asking?
Who can benefit from The Relaxing Retirement Coaching Program™?
What’s the biggest mistake retirees make?