Privacy Policy
Website Privacy Policy
Effective Date: June 3, 2026
Retirement & Investment Planning, Inc. (“we,” “us,” or “our”) is committed to protecting the privacy of visitors to our website. This Website Privacy Policy explains how we collect, use, share, and safeguard information collected through this website.
Retirement & Investment Planning, Inc. is an investment adviser in the State of Michigan. Advisory services are offered only where we are properly registered or otherwise legally permitted to do business.
1. Information We Collect
We may collect personal information that you voluntarily provide to us through this website, including:
• Name
• Email address
• Telephone number
• Mailing address
• Information you provide through contact forms
• Information you provide when scheduling a meeting through Calendly
• Any other information you choose to provide through this website
We may also collect certain information automatically when you visit our website, such as:
• IP address
• Browser type
• Device type
• Operating system
• Referring website
• Pages viewed and time spent on the website
• General website usage information
2. How We Use Information
We may use information collected through this website to:
• Respond to your inquiries
• Communicate with you about our services
• Schedule appointments or consultations
• Operate, maintain, and improve our website
• Maintain security and protect against unauthorized access or misuse
• Comply with legal, regulatory, and recordkeeping obligations
3. Calendly Scheduling
If you choose to schedule a meeting with us through Calendly, the information you provide through Calendly is also subject to Calendly’s own privacy practices and terms. We use Calendly solely to assist with appointment scheduling and related communications.
Please do not submit sensitive financial account information, Social Security numbers, passwords, or trade instructions through Calendly or through general website forms unless specifically directed by us through a secure method.
4. How We Share Information
We do not sell personal information collected through this website.
We may share information collected through this website with third-party service providers that assist us in operating our website or business, such as website hosting providers, scheduling providers, technology support providers, compliance support providers, and other administrative service providers, as reasonably necessary for business operations, security, compliance, and recordkeeping.
We may also disclose information if required or permitted by law, regulation, legal process, or to protect our rights, clients, website, or business operations.
5. Website Forms and Communications
This website is provided for general informational purposes and general inquiries only. It is not intended for the transmission of confidential account instructions, trade requests, money movement requests, account changes, or other time-sensitive instructions.
Please do not send sensitive personal, financial, or account information through website contact forms, Calendly, or unsecured email unless specifically instructed to use a secure method.
6. Third-Party Links
This website may contain links to third-party websites for your convenience. When you leave our website, this Website Privacy Policy no longer applies. We encourage you to review the privacy policies of any third-party websites you visit.
Retirement & Investment Planning, Inc. does not control, endorse, or guarantee the accuracy or completeness of information on third-party websites.
7. Data Security
We maintain administrative, technical, and physical safeguards designed to protect information collected through this website from unauthorized access, use, or disclosure. However, no website, internet transmission, or electronic storage system can be guaranteed to be completely secure.
8. Retention of Information
We retain information collected through this website for as long as reasonably necessary for business purposes, legal and regulatory compliance, security, and recordkeeping obligations, or as otherwise required by law.
9. Children’s Privacy
This website is intended for a general audience and is not directed to children under the age of 13. We do not knowingly collect personal information from children through this website.
10. Changes to This Policy
We may update this Website Privacy Policy from time to time. Any updates will be posted on this page with a revised Effective Date.
11. Contact Information
If you have questions regarding this Website Privacy Policy, please contact:
Retirement & Investment Planning, Inc.
616 Petoskey Street, Suite 208
Petoskey, MI 49770
Phone: 231-758-3540
Email: [Insert Email Address]
12. Separate Client Privacy Notice
Our privacy practices regarding clients’ personal financial information are addressed separately in our Client Privacy Notice.