This Privacy Policy describes how Becker Retirement Strategies Inc. collects, uses, and protects information when you visit our website or engage our planning services.

Information We Collect

We collect the information you provide when you request a consultation or engage our services, which may include your name, contact details, and the financial information necessary to prepare your plan. We also collect standard website usage data.

How We Use Your Information

We use your information to respond to inquiries, to prepare and deliver planning services, to communicate with you about your engagement, and to meet our professional and legal obligations.

Confidentiality and Sharing

We treat your financial information as confidential. We share it only as necessary to deliver services, for example with custodians or your other professional advisors at your direction, or as required by law. We do not sell your personal information.

4. SMS and Text Messaging Privacy

When you opt in to receive text messages from Becker Retirement, we use your mobile number solely to send the communications you requested. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information gathered as part of the SMS program, including text messaging originator opt-in data and consent, will not be shared with any third parties or affiliates for marketing purposes.

Data Retention and Security

We retain client information for as long as needed to provide services and to satisfy legal and regulatory requirements, and we maintain safeguards designed to protect it.

Your Rights and Choices

You may request access to or correction of your information and may opt out of marketing communications at any time by contacting us.

Contact Us

Questions about this Policy can be sent to Becker Retirement Strategies Inc. at (888) 791-8448 or support@beckerretirement.com. Headquarters: 11000 W McNichols Rd, Detroit, MI 48221