Privacy Policy

1. Introduction

Bostian Retirement Planning, LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information through our website and communication channels, including SMS/text messaging.

2. Information We Collect

We may collect personal information in the following ways:

  • Directly from you when you complete forms, schedule appointments, or communicate with us.

  • Automatically through cookies and analytics tools when you visit our website.

Information we may collect includes:

  • Name, address, email, and phone number

  • Appointment preferences

  • Financial information provided voluntarily for consultation purposes

  • Technical data such as IP address and browser type

3. How We Use Your Information

We use your information to:

  • Schedule and manage appointments

  • Provide retirement and wealth planning services

  • Send you educational content and updates

  • Communicate about events, seminars, and important notices

  • Respond to customer inquiries and support requests

4. Mobile Messaging Privacy

We may send SMS/text messages related to appointment reminders, updates, and educational content.

  • Opt-In Consent: By providing your mobile number, you consent to receive text messages from us.

  • Opt-Out: You may opt out at any time by replying STOP to any text message.

  • Assistance: Reply HELP or contact us at (704) 630-0899 for assistance.

  • Data Sharing: Bostian Retirement Planning, LLC will NOT share your mobile opt-in data or phone number with third parties for marketing or promotional purposes.

5. Data Retention

We retain personal data as long as necessary to provide services and comply with legal obligations. When no longer needed, your data is securely deleted or anonymized.

6. Data Security

We implement physical, electronic, and administrative safeguards to protect your information. However, no method of transmission over the Internet or storage is completely secure, and we cannot guarantee absolute protection.

7. Your Privacy Rights

You may:

  • Request a copy of the information we hold about you.

  • Request correction or deletion of your data.

  • Withdraw consent for communications at any time.

To exercise these rights, contact us at info@bostianretirement.com

Effective Date: October 1, 2025
Last Updated: October 10, 2025