Privacy Policy | Retire Wizard

Jet Financial Group, Inc. d/b/a Retire Wizard ("Retire Wizard," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website retirewizard.com and use our services.

Information We Collect

We may collect information about you in a variety of ways. The information we may collect includes:

Personal Data

When you use our advisor matching service or contact us, you may voluntarily provide us with personally identifiable information, including but not limited to:

Full name
Email address
Phone number
Age or date of birth
Retirement savings range
State of residence
Retirement goals and preferences

Automatically Collected Data

When you access our website, we may automatically collect certain information about your device and usage, including:

IP address and geographic location
Browser type and version
Operating system
Pages visited and time spent on pages
Referring website or source
Device identifiers

How We Use Your Information

We use the information we collect for the following purposes:

To match you with qualified, licensed annuity advisors based on your needs and preferences
To communicate with you about our services, including follow-up regarding your advisor match
To improve our website, services, and user experience
To analyze website traffic and usage patterns
To comply with applicable laws and regulations
To protect against fraudulent or unauthorized activity

Sharing Your Information

We may share your information in the following circumstances:

With Advisor Partners: When you request to be matched with an advisor, we share your contact information and relevant details with licensed annuity advisors in our network so they can assist you.
With Service Providers: We may share information with third-party vendors who perform services on our behalf, such as website hosting, analytics, and email delivery.
For Legal Compliance: We may disclose information when required by law, court order, or governmental regulation.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

We do not sell your personal information to third parties for their marketing purposes.

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your browsing activity. Cookies are small data files stored on your device. We use them to:

Remember your preferences and settings
Analyze website traffic and performance
Understand how visitors interact with our content

You can control cookies through your browser settings. Disabling cookies may affect certain features of our website.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including:

The right to access the personal information we hold about you
The right to request correction of inaccurate information
The right to request deletion of your personal information
The right to opt out of certain data sharing practices

To exercise any of these rights, please contact us at [email protected].

Third-Party Links

Our website may contain links to third-party websites and services. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by the "Last updated" date at the top of this page. We encourage you to review this Privacy Policy periodically for any changes.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

Jet Financial Group, Inc. d/b/a Retire Wizard
Phoenix, Arizona
Email: [email protected]