This website is operated by Retirement Planning Associates, Inc. (“RPA,” “we,” “us,” or “our”). We are an independent firm affiliated with Cetera Wealth Services, LLC.
Information We Collect
We may collect personal information you voluntarily provide, including your name, email address, phone number, mailing address, and any other contact information you submit through our website form or communications.
How We Use Your Information
We use your information to:
- Respond to your inquiries
- Provide financial and client services
- Communicate important information related to your account or relationship with us
- Send appointment confirmations and service messages, including SMS/text messages when you have provided consent
Who We Share Your Personal Information With
We may share your personal information only with:
- Service providers who assist us in operating our business (such as technology, hosting, or administrative support providers)
- Regulatory and compliance partners as required by law
We do not sell your personal information.
SMS consent is not shared with third parties or affiliates.
Your mobile phone number and SMS consent are used solely by Retirement Planning Associates, Inc. for direct communications with you.
SMS / Text Messaging
If you provide your mobile phone number, we may send SMS/text messages related to appointments, service updates, and client communications. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information.
Third-Party Disclosures
Certain regulatory disclosures and supervisory services are provided by Cetera Wealth Services, LLC. These disclosures can be found here: https://cetera.com/txtmsg
How to Contact Us
If you have questions about this Privacy Policy, you may contact us at:
Retirement Planning Associates, Inc.
Website: https://rpa2000.com