A plain-English explanation of the texts, emails, and calls you may receive from The Right Retirement Plan, including our AI assistant, Grace.
When you submit a form on The Right Retirement Plan, we follow up to help with your request. This page explains exactly how, and how to stop those messages at any time.
When you share your information with The Right Retirement Plan, you agree that we, and an automated AI assistant working on our behalf named Grace, may contact you by text, email, and phone with the retirement information you requested, appointment reminders, and helpful follow-ups.
Some messages are sent using automated technology and an AI assistant. The Right Retirement Plan provides educational information only and does not provide personalized investment, tax, or legal advice through these messages.
We only use your number to make coordinating your meeting easier. We never sell your information.
Opting out of texts does not affect email or phone follow-up. You can also ask us to stop all contact at any time by emailing us at the address below.
Emails you receive from us include the retirement information you requested, appointment confirmations and reminders, and our educational newsletter. Every marketing email includes an unsubscribe link, and unsubscribing takes effect promptly.
The Right Retirement Plan is an education and referral platform. Messages from us, including messages from Grace, are educational and administrative. They are not personalized financial, tax, legal, or investment advice, and nothing in them creates an advisory relationship.
See our Privacy Policy for details.
For the full detail on what we collect and how it is handled, see our Privacy Policy and Terms of Use.
Questions about our communications? Email us at legal@therightretirementplan.com.