Last Updated: March 28, 2025
Safe Money Retirement, LLC
Website: https://safemoneyretirement.com
Policy Link: https://safemoneyretirement.com/privacy-policy-2/
Welcome to Safe Money Retirement, LLC. This Privacy Policy and Terms of Service explain how we collect, use, protect, and share your personal information and govern your use of our website and related services, including SMS communications.
By accessing our website or opting into our SMS program, you agree to the terms described below. If you do not agree, please do not use our services.
We may collect the following types of personal information:
Name, email address, phone number, and postal address
SMS opt-in/consent status
Device information such as IP address, browser type, and usage data
Any additional information you provide via forms or communication
We collect your phone number and consent status for the purpose of delivering SMS messages related to campaigns you have opted into. These include:
Appointment reminders
Customer service communications
Promotional messages
We will not sell or share your opt-in data with third parties for unrelated marketing purposes.
However, we may share your personal information with trusted third parties who help us operate our messaging services (such as SMS platform providers, phone carriers, and technical vendors). These partners are required to protect your data and use it only for service-related purposes.
By submitting your phone number, you agree to receive recurring text messages from Safe Money Retirement, LLC.
Message frequency: Event-triggered and varies based on your interactions (e.g., appointment booking reminders, service updates, and promotional communications).
Opt-out instructions: Reply STOP to unsubscribe at any time.
Help: Reply HELP or contact us directly.
Standard message and data rates may apply.
Our website uses cookies to enhance your experience and analyze site usage. Cookies may be required for site functionality or used for statistical and marketing purposes.
You may accept or decline optional cookies at any time via your browser settings. Please note that third-party services integrated into our site (e.g., video players) may use their own cookies.
You have the right to:
Access, correct, or delete your personal information
Withdraw your SMS consent at any time
Request details about the personal information we hold
To make a request, contact us at tim@safemoneyretirement.com.
We are committed to protecting your personal information.
Appropriate technical and organizational measures have been implemented to prevent unauthorized access, loss, or misuse of your data. However, no method of internet transmission or electronic storage is 100% secure.
Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children. If we learn that we have collected data from a child under 13, we will delete it immediately. If you are a parent or guardian and believe your child has provided us with personal information, contact us right away.
All content and materials on this website are the property of Safe Money Retirement, LLC unless otherwise stated. You may not copy, reproduce, republish, or redistribute our materials without written permission, except for personal, non-commercial use.
You are responsible for any comments you post on our website. We do not review user-submitted content before it appears but reserve the right to remove anything deemed inappropriate.
By posting comments, you grant us a non-exclusive license to use and display that content in any format.
You agree that your comments:
Do not infringe on any intellectual property or third-party rights
Are not defamatory, offensive, unlawful, or harmful
Are not used to promote a business or illegal activity
Approved organizations may link to our homepage or other website content with permission. All links must:
Not be misleading or imply endorsement
Fit within the context of the linking party’s site
To request permission, contact tim@safemoneyretirement.com with your site details.
To the fullest extent permitted by law, Safe Money Retirement, LLC disclaims all warranties and will not be liable for any damages arising out of your use of this website or our messaging services.
This includes (but is not limited to) indirect or consequential damages, loss of data, or service interruptions. Nothing in this agreement limits liability for death, personal injury, or fraud where such limitation is not allowed by law.
We may update this Privacy Policy & Terms of Service at any time. Changes become effective immediately upon posting to this page. We encourage users to review this page regularly to stay informed.
If you have any questions about your privacy, SMS participation, or these terms, please contact:
📧 tim@safemoneyretirement.com
📞 (423) 930-9100
🌐 https://safemoneyretirement.com
📄 https://safemoneyretirement.com/privacy-policy-2/
Whether you are 25 or 85, it’s never too late to plan for the future and your retirement. We can help you start your planning now if you’re younger, or help to ensure you have the best plan for your family and situation in place if you’re older. Planning with safe money strategies today will ensure happiness and peace-of-mind for years to come. Contact us today for a no-cost, no-obligation Virtual or in-person consultation.
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The information provided herein is the exclusive property of Safe Money Retirement. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Terms of Service and Privacy Policy
