Privacy Policy
Last Updated: April 30, 2026
RetirementLeverage™ ("we," "our," or "us") respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, and protect your information when you use our platform.
Information We Collect
We may collect the following information:
Personal Information:
- Name
- Email address
- Phone number
Financial Inputs:
- Retirement income data
- Portfolio values
- Social Security estimates
- Other financial calculator inputs
Technical Information:
- IP address
- Browser type
- Device type
- Cookies and tracking information
How We Use Your Information
We use your information to:
- Generate financial reports
- Deliver requested PDF reports
- Provide platform services
- Assign leads to financial professionals
- Respond to inquiries
- Improve system performance
- Send communications related to your request
Communication Consent
By submitting your information, you consent to receive:
- Phone calls
- Emails
- Text messages
These communications may include automated or prerecorded messages when permitted by law. You may opt out at any time.
Data Security
We use secure technologies including:
- Encryption
- Secure authentication
- Access controls
to protect your information.
Third-Party Services
We use trusted third-party services, including:
- Payment processors
- Email delivery services
- Cloud storage providers
- Analytics providers
These services are required to operate the platform.
Cookies
We use cookies to:
- Maintain login sessions
- Store user preferences
- Analyze site performance
You may manage cookie preferences at any time.
Data Retention
We retain data only as long as necessary to:
- Provide services
- Meet legal obligations
- Resolve disputes
Your Rights
You may request:
- Access to your information
- Correction of inaccurate information
- Deletion of your information
Contact: Dan@retirementintelligence.com
Changes to this Policy
We may update this Privacy Policy periodically. Changes will be posted on this page.
Contact Information
If you have questions, contact: Dan@retirementintelligence.com