Privacy Policy

Effective Date: 8.15.2025

At Retire with Regency, we value your trust and are committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website, interact with us, or use our services.

1. Information We Collect

  • We may collect the following types of information:

    • Personal Information you provide directly, such as your name, email address, phone number, mailing address, date of birth, employment details, and financial information when you request a consultation, download resources, or engage with our services.

    • Usage Information about how you interact with our website (IP address, browser type, pages viewed, time spent).

    • Cookies and Tracking Technologies to improve your experience and deliver relevant content.

2. How We Use Your Information

  • We use the information we collect to:

    • Provide retirement planning and financial advisory services.

    • Respond to inquiries and schedule consultations.

    • Deliver requested resources (such as guides, booklets, or reports).

    • Send educational content, newsletters, and marketing communications (you may opt out anytime).

    • Improve our website, services, and client experience.

    • Comply with legal, regulatory, and compliance requirements.

3. How We Share Information

  • We do not sell or rent your personal information. We may share it only with:

    • Service Providers who assist with website hosting, email delivery, appointment scheduling, or analytics.

    • Legal or Regulatory Authorities when required to comply with applicable laws or regulations.

    • Business Transfers if we are involved in a merger, acquisition, or sale of assets.

4. Data Security

  • We use industry-standard security measures to protect your information from unauthorized access, use, or disclosure. While no method is 100% secure, we continually review and update our safeguards.

5. Your Choices

  • You have the right to:

    • Opt out of marketing emails and SMS messages at any time.

    • Request access to the personal information we hold about you.

    • Ask us to correct or delete your personal information, subject to applicable law.

6. Third-Party Links

  • Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

7. Children’s Privacy

  • Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

8. Updates to This Policy

  • We may update this Privacy Policy from time to time. The latest version will always be posted on our website with the effective date.

  • 9. Contact Us

    If you have any questions about this Privacy Policy or how we handle your information, please contact us:

    Retire with Regency
    [email protected]

Investment advisory services offered through Fort Advisors, a Registered Investment Advisor.  This message and or any attachments do not constitute tax or legal advice; Fort Wealth Management and Fort Advisors do not give such advice, and you are encouraged to consult with appropriate professionals for such advice.