Privacy Policy

This Privacy Policy explains how Brittison Retirement Planning, a trade name of Brittison Financial Group, Inc. ("we", "us"), collects, uses and protects information when you visit brittisonretirementplanning.com, fill out a form, or sign up to receive text messages from us.

Information we collect

• Information you give us. When you request a meeting, register for a class, or contact us, we may collect your name, phone number, email address, mailing address, the office or event you selected, and anything you write in your message.
• Text message consent records. If you agree to receive text messages, we keep a record of that consent, including the wording you agreed to, the date and time, the web page, and the IP address used.
• Technical information. Our website host automatically receives basic technical information such as your IP address, browser type and the pages you visit, for security and to keep the site working.
• Visit information. Our client relationship management provider's website script records form submissions and may record visit information, such as the pages you view and the campaign that brought you to the site, so we can connect your request to your contact record. This website does not use advertising cookies.

How we use information

• To respond to your request and schedule meetings.
• To send class and appointment confirmations, reminders and follow-up messages you asked for.
• To send information about future classes and events, only if you agreed to receive it.
• To keep records as required by law and by the regulators that oversee our business.

Text messaging

You can opt out at any time by replying STOP to any message. Reply HELP for help. See our SMS Terms and Conditions for details.

How we share information

We do not sell your personal information. We share it only:

• With service providers that work on our behalf, such as our client relationship management software, our text messaging and email providers, and our website host. They may use it only to provide services to us.
• When required by law, regulation, subpoena or court order, or to protect our rights and the safety of others.

Clients

If you become a client, you will receive a separate privacy notice that describes how we handle your nonpublic personal financial information. That notice governs your client information.

How we protect information

We use administrative, technical and physical safeguards designed to protect your information. No website or internet transmission is completely secure, so please do not send account numbers, Social Security numbers or other sensitive details through our website forms, email or text messages.

How long we keep information

We keep information for as long as needed to respond to you and to meet our legal and regulatory recordkeeping requirements.

Your choices

• Text messages: reply STOP to any message to stop receiving texts.
• Email: use the unsubscribe link in any marketing email.
• To ask what information we hold about you, or to update it, contact us using the details below.

Children

This website is not directed to children under 13, and we do not knowingly collect information from them.

Other websites

Our site links to other websites, such as Facebook, LinkedIn and Google Maps. Their privacy practices are their own, and we are not responsible for them.

Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it last changed.

Contact us

Brittison Financial Group, Inc., doing business as Brittison Retirement Planning
505 Pleasant Street, Suite 305, Saint Joseph, MI 49085
Phone: 269.983.1009
Email: info@brittisonretirementplanning.com