Effective Date: September 1, 2024
1. Introduction
Welcome to Dynamic Retirement Strategies LLC (“we,” “our,” “us”). We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your information when you visit our website and use our financial services.
2. Information We Collect
We may collect the following types of information:
- Personal Information: Name, address, email address, phone number, Social Security number, and other identifying information.
- Financial Information: Bank account details, credit card information, transaction history, and other financial data.
- Usage Data: Information about how you use our website, including IP address, browser type, pages visited, and time spent on our site.
- Cookies and Tracking Technologies: We use cookies and similar technologies to track your activity on our website and store certain information.
3. How We Use Your Information
We use the information we collect for the following purposes:
- To Provide Services: To process transactions, manage your account, and provide customer support.
- To Improve Our Services: To analyze usage patterns and improve our website and services.
- To Communicate with You: To send you updates, newsletters, and promotional materials.
- To Comply with Legal Obligations: To meet regulatory requirements and protect against fraud and abuse.
4. Sharing Your Information
We may share your information with:
- Service Providers: Third-party vendors who assist us in providing our services.
- Legal Authorities: When required by law or to protect our rights and interests.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner.
5. Security of Your Information
We implement a variety of security measures to protect your personal information. These include encryption, access controls, and secure data storage. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Your Rights
You have the right to:
- Access Your Information: Request a copy of the personal information we hold about you.
- Correct Your Information: Request corrections to any inaccurate or incomplete information.
- Delete Your Information: Request the deletion of your personal information, subject to certain legal exceptions.
- Opt-Out: Opt-out of receiving marketing communications from us.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
8. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
Dynamic Retirement Strategies LLC
DynamicRetirementStrategies@gmail.com
972-439-0753
