Privacy Policy

Retirement Advocates, Inc.
6123 Green Bay Road, Suite 210, Kenosha, WI 53142
Phone: 262-764-4816
‍Last updated: October 26, 2026

‍Information We Collect
‍When you contact us, schedule an appointment, attend an event, or become a client,
we may collect your name, mailing address, email address, phone number
(including mobile number), and information you choose to share with us about your financial goals.

‍How We Use Your Information
‍We use your information to:
- Schedule, confirm, and remind you of appointments.
- Respond to your questions and provide our services.
- Send information you have requested.
- Meet our legal and regulatory obligations

‍Text Messaging (SMS)
‍If you provide your mobile number and agree to receive text messages,
Retirement Advocates, Inc. may send you appointment confirmations, reminders, and related service messages.
Message frequency varies, typically 1–3 messages per appointment.
Message and data rates may apply.
‍
‍To opt out, reply STOP to any message. You will receive one final message confirming you have been unsubscribed.For help, reply HELP or call us at 262-764-4816.

Agreeing to receive text messages is not a condition of doing business with us.

‍No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

How We Share Information
‍We do not sell your personal information. We may share information only with service providers who help us operate our business (such as scheduling, email, and phone services), and only as needed to provide those services, or when required by law.

‍How We Protect Your Information
‍We use reasonable administrative, technical, and physical safeguards to protect your information.

‍Your Choices
‍You may ask us to update your contact information or stop contacting you at any time by calling 262-764-4816 or replying STOP to any text message.

‍Contact Us
‍Retirement Advocates, Inc.
6123 Green Bay Road, Suite 210, Kenosha, WI 53142
Phone: 262-764-4816
Email: support@retirement-advocates.com
Fax: 866.415.7592