Privacy Policy

Information We Collect

When you use our service, we collect information you provide directly, including your name, email address, phone number, and details about your retirement accounts.

How We Use Your Information

We use your information to match you with financial advisors in our network, respond to your inquiries, and improve our services. We do not sell your information to third parties outside our advisor network.

Information Sharing

We share your information with 1–3 independent financial advisors in our network for the purpose of arranging an introductory consultation. Advisors are contractually required to protect your information and use it only for the purpose of providing you financial advisory services.

SMS and Phone Communications

By submitting our contact form, you consent to receive calls and SMS messages from Roll My Retirement and our advisor partners at the phone number you provide. Message and data rates may apply. You may opt out at any time by replying STOP to any SMS message.

Data Retention

We retain your information for as long as necessary to provide our services and as required by applicable law. You may request deletion of your information by contacting us at the address below.

Your Rights

You have the right to access, correct, or delete your personal information. To exercise these rights, please contact us at hello@rollmyretirement.com.

Contact

Roll My Retirement | Dallas, Texas | hello@rollmyretirement.com