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Retirement Design Group

Privacy Policy

Notice of Privacy Policy

The privacy of your personal information is important to us. This notice describes our current privacy policy and practices for this website:www.retirementdesigngroup.com

Why and How we Collect Personal Information:

We may collect information that assists us in servicing your financial needs. This information helps us provide you with a high standard of customer service, provide products that may interest you and fulfill legal and regulatory requirements.

We may collect the following information:

  • Name and job title
  • Contact information including email address
  • The pages viewed and use of the services on our website from online information collection programs

We may obtain this information so as to provide you with better service, and in particular, for the following reasons:

  • Internal Recordkeeping
  • We may use the information to improve our products and services
  • We may periodically send promotional emails about new services or other information which we think you may find interesting using the email address you have provided.
  • We may use the information to customize the website according to your interests

Retirement Design Group will not make any disclosures of your personal information obtained from this website to other companies who may want to sell their products or services to you. For example, we do not sell customer lists and we will not sell your name to a catalog company or any marketing agencies.

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that website. Therefore, we cannot be responsible for the protection and privacy of any information that you provide while visiting such sites. Such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Further Information:

Retirement Design Group reserves the right to modify this Privacy Statement at any time. Retirement Design Group encourages you to review this statement whenever you visit in order to obtain the most current statement.

If you have any questions or comments about this Privacy Policy, please contact us at the following:

Retirement Design Group
915 Highland Pointe, Ste. 250
Roseville, CA 95678
Phone: (916) 724-5335

Please Read our Disclosures and Privacy Policy
   916.724.5335    915 Highland Pointe Dr., Suite 250 Roseville, CA 95678 ©Retirement Design Group. Site Design by LOJO Group.  
Securities offered and Investment Advice provided through Financial Telesis, Inc.
Member FINRA/SIPC.
Financial Telesis, Inc. is not an affiliate of Retirement Design Group.