Last updated: August 18, 2026
RetirementAdvisor Pro provides retirement, Medicare and Social Security planning software and educational content to financial professionals. This policy explains what we collect from visitors to www.retirementadvisorpro.com, why, who it is shared with, and what you can do about it.
The controller responsible for your information is IRMAA Certified Planner, 4 Standish Road, Lynnfield, MA 01940.
RetirementAdvisor Pro is a software and education provider. We are not a registered investment adviser, broker-dealer, insurance agency, law firm or accounting firm, and nothing on this site is investment, tax or legal advice. See our Disclosures.
Information you give us.
Information collected automatically.
We do not knowingly collect Social Security numbers, financial account numbers, health records or client data through this website. Client planning data entered into the application itself is governed by your customer agreement, not by this website policy.
This site is not directed to children under 16 and we do not knowingly collect information from them. If you believe a child has provided us information, write to support@retirementadvisorpro.com and we will delete it.
We do not sell your personal information for money. We do share it with advertising partners in ways that some state laws define as a “sale” or “share” for cross-context behavioural advertising — see the next two sections, and how to opt out below.
Analytics and advertising technologies load only after you allow them, and you choose the purposes separately. Essential technologies needed to serve the site and prevent abuse are always active. You can change or withdraw your choice at any time.
Your choice is stored for 180 days, after which we ask again. If we add a vendor, previous choices are reset and we ask again.
The full vendor table — what each one receives and how long they keep it — is in our Cookie Policy.
Our website visitor identification provider collects information only from confirmed United States IP addresses, and does not collect from visitors in the European Union, the United Kingdom or Canada.
We share personal information with the service providers below, each for the stated purpose only. We also disclose information where required by law, to protect our rights, or in connection with a merger or sale of the business.
| Recipient | Purpose | What they receive |
|---|---|---|
| Google Analytics 4analytics | Understand which pages are used and how visitors arrive. | IP address (truncated), device and browser, pages viewed, referral source |
| Ahrefs Analyticsanalytics | Search and marketing performance measurement. | Pages viewed, referral source, country, device type |
| Meta (Facebook) Pixel and Conversions APImarketing | Measure advertising campaigns and build advertising audiences. | Hashed email address, hashed phone number where provided, click identifiers (fbc/fbp), IP address, user agent, pages viewed, purchase amount |
| Instantly Website Visitor ID (Leadsy.ai)marketing | Identify the business or organisation associated with a visit, for business-to-business marketing. | IP address and associated company and professional contact information. Restricted to confirmed United States IP addresses. |
| Rewardfulmarketing | Attribute referrals and affiliate commissions. | Referral identifier, pages viewed, conversion events |
| Vercelessential | Hosting and content delivery. Required to serve the site. | IP address, user agent, request logs |
| Cloudflare Turnstileessential | Distinguish humans from bots on forms. Required to prevent abuse. | IP address, user agent, challenge interaction signals |
| GoHighLevelessential | Customer relationship management for demo requests and enquiries. | Name, email address, firm, enquiry details, campaign source |
| Stripeessential | Payment processing for subscriptions. Required to take payment. | Name, email address, billing details, payment card data (handled by Stripe) |
| Category | Examples | Retention |
|---|---|---|
| Demo and contact enquiries | Name, email address, firm name, message | Until deletion is requested, or 36 months after last contact |
| Customer account and billing records | Name, email address, billing details, subscription history | Duration of the subscription, then 7 years for financial records |
| Website usage and attribution | Pages viewed, referral source, campaign parameters, visitor identifier | 14 months |
| Advertising identifiers | Meta click identifiers, hashed email address shared for measurement | 14 months, and only where advertising consent was given |
| Server and security logs | IP address, user agent, request metadata | 30 days |
| Consent records | Purposes allowed, timestamp, policy version | Stored in your browser for 180 days. Where activity is recorded, the consent that applied is stored alongside it for the life of that record. |
Where a longer period is required by law — tax, financial or contractual record-keeping — that period applies instead.
Depending on where you live, you may have the right to:
How to make a request
Email support@retirementadvisorpro.com with the subject line “Privacy Request”, and tell us which right you want to exercise.
We will acknowledge your request and respond within 45 days. If we need more time, we will tell you why before that deadline.
Verifying it is you. Before we act on a request to access or delete, we ask you to confirm the request from the email address we hold, and may ask for one additional piece of information we already have on file. We will not ask for more than we need.
Authorised agents. You may use an agent to make a request on your behalf. We will ask for written permission signed by you, and may still ask you to verify your own identity directly.
If we say no. You may appeal by replying to our decision with the subject line “Privacy Appeal”. A different person will review it and we will respond within 45 days with our decision and the reasons for it. If we deny the appeal, you may contact your state Attorney General.
There are three ways to opt out, and any one of them is enough.
RetirementAdvisor Pro is operated from the United States and intended for United States financial professionals. Our services are not directed to individuals in the European Economic Area or the United Kingdom, and our website visitor identification provider does not collect information from those regions.
If you access the site from outside the United States, your information will be transferred to and processed in the United States, where data protection law differs from that of your country. If you are in the EEA or the UK and want to know what we hold, have it deleted, or object to processing, write to support@retirementadvisorpro.com and we will honour the request. You also have the right to complain to your local supervisory authority.
We use encryption in transit, access controls, and vetted service providers. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. Our security practices and how to report a vulnerability are described on our Security page.
If we change this policy we will update the date at the top of this page. Material changes reset stored cookie choices, so you will be asked again.
Questions or requests: support@retirementadvisorpro.com
IRMAA Certified Planner, 4 Standish Road, Lynnfield, MA 01940
