Holistic Retirement, LLC (“Holistic Retirement,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit holisticretirement.net, request a guide, schedule a conversation, subscribe to communications, or otherwise interact with us.
Information We Collect
We may collect information you provide directly, including your name, email address, telephone number, guide or service interests, appointment details, communication preferences, and the content of messages you send us.
We may also collect limited technical information automatically, such as IP address, browser and device information, referring pages, pages visited, and interactions with the site. We use cookies, session storage, and analytics technologies for site operation, security, performance, and aggregate measurement.
How We Use Information
- Provide requested guides, appointments, information, and services.
- Respond to questions and follow up on inquiries.
- Send email or text communications when permitted by your choices.
- Operate, secure, troubleshoot, and improve the website.
- Measure website and campaign performance.
- Comply with legal obligations and protect our rights.
SMS and Mobile Information
SMS consent is optional. If you affirmatively check the SMS consent box and provide a mobile number, you authorize recurring informational and marketing text messages from Holistic Retirement, LLC about requested guides, appointments, inquiries, and services. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase.
We do not sell, rent, or share mobile numbers, SMS opt-in data, or SMS consent with third parties or affiliates for their marketing or promotional purposes. We may share this information only with service providers that help us deliver text messages, solely as necessary to provide that service, or when required by law. SMS opt-in data and consent are excluded from any other data-sharing provision in this Policy.
How We Share Information
We do not sell your personal information. We may disclose information to vendors that support website hosting, databases, email delivery, appointment scheduling, analytics, security, and communications. These providers may use information only to perform services for us. We may also disclose information when required by law, to protect rights or safety, or in connection with a business reorganization.
Service providers may include DigitalOcean for hosting, Postmark for email delivery, Calendly for scheduling, and Google Analytics for aggregate site measurement. Your use of linked third-party services is also governed by their privacy policies.
Cookies and Analytics
We use necessary cookies and similar technologies to maintain sessions and site functionality. We may use Google Analytics to understand aggregate traffic and conversion activity. You can limit cookies through your browser settings, although some features may not function properly.
Data Retention and Security
We retain information for as long as reasonably necessary to fulfill the purposes described here, maintain consent and compliance records, resolve disputes, and meet legal obligations. We use reasonable administrative, technical, and organizational safeguards, but no transmission or storage system is completely secure.
Your Choices
You may unsubscribe from marketing email using the link in an email. You may opt out of text messages at any time by replying STOP. To request access, correction, or deletion of personal information, contact us using the details below. Legal exceptions may apply.
Children’s Privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Policy periodically. The effective date above identifies the latest version. Material changes will be posted on this page.
Contact Us
Holistic Retirement, LLC
Michigan, United States
Email: [email protected]
Phone: (586) 352-9836