Introduction
ComfortPath Retirement ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our Retirement Income & Tax Exposure Calculator (collectively, the "Service").
Please read this Privacy Policy carefully. By using the Service, you agree to the collection and use of information in accordance with this policy.
Information We Collect
Information You Provide
When you use our Service, you may voluntarily provide:
- Contact information (email address, name, phone number)
- Financial information entered into the calculator (age, account balances, income expectations)
- Communication preferences
Automatically Collected Information
When you access the Service, we may automatically collect:
- Device information (browser type, operating system)
- Usage data (pages visited, time spent, interactions)
- IP address and approximate location
- Cookies and similar tracking technologies
How We Use Your Information
We use the information we collect to:
- Provide and maintain the calculator Service
- Respond to your inquiries and consultation requests
- Send educational materials and information you've requested
- Schedule consultations with licensed professionals
- Improve and optimize our Service
- Comply with legal obligations
Information Sharing
We do not sell your personal information. We may share your information with:
- Service Providers: Third parties that help us operate the Service (hosting, analytics)
- Licensed Professionals: If you request a consultation, your information may be shared with licensed insurance or financial professionals
- Legal Requirements: When required by law, subpoena, or to protect our rights
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.
Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Calculator inputs and results may be retained to provide you with personalized service upon request.
Your Rights
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Opt out of marketing communications
- Withdraw consent where applicable
To exercise these rights, please contact us using the information below.
Cookies
We use cookies and similar tracking technologies to track activity on our Service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.
Third-Party Links
Our Service may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. Your continued use of the Service after any changes constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us: