Privacy Policy

The Right Retirement Plan (“TRRP”, “we”, “us”) respects your privacy. This policy explains what we collect, how we use it, and the choices you have.

Information we collect

• Contact information you provide through the Retire Ready Score™ quiz, newsletter signup, webinar registration, or contact forms: name, email, phone number, asset range.
• Quiz responses — the answers you select during the 7-question Retire Ready Score™ assessment.
• Usage data automatically collected when you visit the site: IP address, browser type, pages viewed, referring URL, and similar analytics information.
• Cookies and similar technologies used by our analytics and advertising partners (Meta Pixel, Google Analytics).

How we use your information

• To calculate and deliver your Retire Ready Score™ and personalized recommendations.
• To match you with one of our Select Advisors based on your situation.
• To send you the educational content you’ve opted in to receive (newsletter, webinar invites, follow-ups).
• To operate, maintain, and improve the site and our content.
• To comply with legal obligations.

Sharing your information

We share your contact information with the single Select Advisor you’re matched with after completing the Retire Ready Score™. We do not sell your personal information. We do not share your information with advertisers or data brokers.

We may share aggregated, de-identified data for research and product improvement.

Service providers

We use trusted third parties to operate the site and deliver services: Airtable (data storage), Resend (transactional email), Stripe (payments), Vercel (hosting), Meta and Google (advertising analytics). Each processes data under its own privacy policies.

Your rights

• You may unsubscribe from marketing emails at any time via the link at the bottom of any message.
• You may request access, correction, or deletion of your personal information by emailing us.
• California, Virginia, Colorado, Connecticut, and Utah residents have additional rights under applicable state privacy laws.

Children’s privacy

TRRP is not directed at children under 16. We do not knowingly collect information from children.

Changes

We may update this policy periodically. Material changes will be announced on this page with a revised “last updated” date.

Contact

Questions about this policy? Email us at privacy@therightretirementplan.com.