Becker Retirement Strategies Inc. (“Becker Retirement,” “we,” “our,” or “us”) is committed to maintaining your trust and protecting your personal information. This Privacy Policy explains what data we collect, how we use it, and the safeguards we apply when you visit our website (beckerretirement.com) or engage with our services.

1. Information We Collect

We collect information that helps us deliver financial guidance, digital resources, and customer support. This may include:

• Contact information such as your name, phone number, mailing address, and email  

• Payment or billing details if you purchase services  

• Information you provide through intake forms, consultation requests, or uploaded documents  

• Technical data like IP address, browser type, device identifiers, and behavior analytics  

• Cookies and similar technologies that help us understand usage patterns and personalize your experience  

We only collect information relevant to the services you request or to improve our website functionality.

2. How We Use Your Information

We use the information we gather to:

• Deliver retirement planning tools, service consultations, and customer support  

• Process transactions and manage your account or service requests  

• Improve website performance, content quality, and usability  

• Customize recommendations, insights, and user experience  

• Send administrative updates, educational resources, or marketing communications (where permitted)  

• Strengthen security, prevent misuse, and maintain operational reliability  

Our primary goal is to provide clear, confident retirement guidance tailored to your financial needs.

3. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information.  

We may share data only with:

• Third‑party vendors providing hosting, payment processing, analytics, or customer‑support infrastructure  

• Legal or regulatory authorities when required by law  

• Trusted partners assisting in service delivery under confidentiality obligations  

Any third party that receives your information must use it solely for the purpose for which it was shared.

4. Cookies and Tracking Technologies

Our website may use cookies, behavioral tracking tools, session logs, and analytics systems to:

• Measure traffic and user engagement  

• Personalize content and improve navigation  

• Diagnose technical issues  

• Enhance the overall performance of the site  

Your browser settings may be adjusted to limit or disable cookie usage, although some features may not function optimally without them.

5. Data Security

We use industry‑standard security practices to protect your data from unauthorized access, disclosure, or alteration. These include:

• Encrypted connections (SSL/HTTPS)  

• Secure servers and controlled access protocols  

• Routine monitoring for vulnerabilities  

While we follow best‑practice measures, no digital transmission or storage system can be fully guaranteed secure.

6. Your Privacy Rights

You may at any time:

• Request access to the personal information we store about you  

• Ask for corrections or updates to inaccurate information  

• Request deletion of your data, subject to legal or compliance requirements  

• Opt out of marketing communications or data‑driven contact  

To submit a request, contact us at support@beckerretirement.com.

7. Data Retention

We retain personal information only as long as necessary for business purposes, service delivery, and compliance with federal and state regulations. When information is no longer needed, we delete or anonymize it securely.

8. External Links

Our website may contain links to third‑party resources. We are not responsible for the privacy practices or content of external websites. We encourage users to review each site’s privacy policy.

9. Updates to This Policy

We may revise this Privacy Policy periodically. Any updates will be posted on this page with a refreshed revision date. Continued use of our website indicates acceptance of the updated policy.

10. Contact Us

For questions, concerns, or privacy‑related inquiries, you may contact us:

Becker Retirement Strategies Inc.  

Email: support@beckerretirement.com  

Phone: (855) 574-2013  

Address: 9011 Linwood St, Detroit, MI 48206, United States

We are committed to providing transparent, secure, and trustworthy services as you plan your financial future.