Sanders Retirement Planning LLC — Privacy Policy
Commitment to Your Privacy
Sanders Retirement Planning LLC ("SRP," "we," "us," or "our") is committed to protecting the confidentiality and security of personal information collected from our clients, prospective clients, and website visitors. This policy describes how we gather, use, protect, and handle personal information collected through our website, digital forms, and financial advisory services.
1. Information Collected from Prospective Clients & Web Visitors
When you request educational resources, fill out digital forms (including on social media platforms), or interact with our website, we may collect personal information you voluntarily provide, including:
Contact Information: First and last name, email address, phone number, and preferred communication method.
Planning Details: Retirement timeline estimates or general responses submitted on questionnaire forms.
Technical Data: Basic website analytics, device details, and usage interaction data.
2. How We Use Prospective Information
We use information gathered from prospective clients to:
Deliver requested educational content, blog posts, and masterclass resources.
Respond to inquiries and schedule introductory financial planning consultations.
Send periodic retirement planning insights, newsletters, and information about our financial advisory services.
3. No Sale or Renting of Personal Data
Sanders Retirement Planning LLC does not sell, rent, lease, or trade personal contact information to third parties for marketing purposes. We do not share prospective client information with unaffiliated third parties for their independent commercial use.
4. Client Privacy Policy Notice (GLBA Disclosure)
For active clients and established advisory relationships:
Why We Collect and How We Use Information: We limit the collection and use of nonpublic personal information ("Information") within the firm to provide financial services to you, including maintaining your accounts, processing transaction requests, and delivering financial advisory services as described in our Form ADV.
How We Gather Information: We gather Information directly from applications or forms (name, address, Social Security number, birth date, assets, income), transactional activity in your account, consumer reporting sources, and third parties authorized with your consent (e.g., insurance professionals, CPAs, or attorneys).
How We Protect Information: We access Information only for valid business reasons, such as servicing your account. We maintain physical, electronic, and procedural safeguards that comply with applicable SEC, federal, and state laws.
Sharing Information Permitted Under Law: We do not disclose Information obtained in the course of our practice except as permitted or required by law. Permitted disclosures include sharing information with necessary third parties assisting us in servicing your account (such as broker-dealers, custodians, ETF sponsor companies, and insurance carriers).
Former Customers: If you cease to be a client, our Privacy Policy continues to apply, and your information remains strictly confidential.
5. Email Preferences & Opt-Out
If you provide your contact details and later decide you no longer wish to receive educational materials or follow-up communications from us, you may opt out at any time by replying directly to any email or by contacting us at team@sandersretirement.com. We will promptly honor all opt-out and removal requests.
6. Contact Us
If you have questions regarding this policy or our data practices, please contact us at:
Sanders Retirement Planning LLC
402-933-4101 | team@sandersretirement.com
2111 South 67th Street, Suite 300
Omaha, NE 68106