Terms and disclaimers for using The Right Retirement Plan.
By accessing The Right Retirement Plan (“TRRP”, “the site”), you agree to these terms. Please read them carefully.
All content on TRRP — blog posts, infographics, videos, newsletters, the Masterclass, and the Retirement Readiness Score — is educational. It is not personalized financial, tax, legal, or investment advice. We publish general information based on publicly available rules and best practices, which may not fit your personal situation.
Always consult a qualified professional before acting on anything you read here. Historical data and examples are illustrative; actual results vary and past performance does not guarantee future results.
TRRP maintains a network of independent fiduciary advisors (“Select Advisors”) who each operate their own independent practices. TRRP is not a broker-dealer, not a registered investment adviser, and does not manage client assets. We are an education and referral platform.
When you’re matched with a Select Advisor through the Retirement Readiness Score, any relationship or transaction between you and that advisor is solely between the two of you. TRRP is not a party to and does not earn a commission on any securities or insurance transactions.
We use words like “may”, “could”, and “typically” throughout our content. We never guarantee returns, tax outcomes, or any specific result. Every individual’s situation is different and the tax code, Social Security rules, and Medicare guidelines can change.
The Right Retirement Plan sends text messages to consumers who submit a form on our site requesting a complimentary retirement review. These messages include appointment scheduling texts, booking links, appointment confirmations, appointment reminders, and follow ups, and may come from our assistant Grace.
You opt in to this program by submitting a web form on our site and agreeing to receive text messages. Consent is collected through that web form opt in, and we do not text numbers that have not opted in.
Message frequency varies based on where you are in the scheduling process. Message and data rates may apply. Check with your mobile carrier for details about your messaging plan.
You can opt out at any time by replying STOP to any text message. After you reply STOP, we send one final message confirming your opt out and then stop texting that number. Reply HELP at any time for help, or email our support team at hello@therightretirementplan.com.
Consent to receive text messages is not a condition of any purchase. You can request a complimentary retirement review without agreeing to texts, and opting out of texts does not affect your request.
Carriers are not liable for delayed or undelivered messages. Text messages are supported on major United States carriers, including AT&T, T-Mobile, Verizon, and most regional carriers. Availability and delivery can vary by carrier.
For details on how we collect and handle the information used for texting, see our Privacy Policy. For a plain-English explanation of every way we communicate, including our assistant Grace, see How We Communicate.
All original content, graphics, logos, and brand elements on TRRP are owned by The Right Retirement Plan. You may share our content with attribution; commercial use or reproduction without permission is prohibited.
We occasionally link to IRS, SSA, CMS, and academic sources for citations. TRRP is not responsible for the content, accuracy, or privacy practices of external sites.
To the maximum extent permitted by law, TRRP is not liable for any direct, indirect, incidental, or consequential damages arising from your use of the site or any actions taken based on our educational content. You assume full responsibility for your financial decisions.
We may update these terms from time to time. Continued use of the site after changes means you accept the updated terms.
Questions about these terms? Email us at legal@therightretirementplan.com.