Your privacy

Privacy Policy

Effective September 4, 2026

Ormsby Retirement Solutions respects your privacy. This policy explains the information collected through this website and how it is used.

Information you provide

When you request a conversation, you may provide your name, email address, phone number, ZIP code, area of interest, and a message. Please do not submit Social Security numbers, Medicare numbers, medical records, financial account details, or other highly sensitive information through this form.

How information is used

Information is used to respond to your request, organize follow-up, provide general information, maintain business records, protect the website, and comply with applicable requirements. Form submissions may be stored in the company’s customer relationship management system.

Calls and text messages

If you provide a phone number and affirmatively check the consent box, Ormsby Retirement Solutions may call or text that number in response to your request, including through automated technology. Consent is not a condition of receiving information. Message and data rates may apply. Reply STOP to opt out of text messages. You may still request information by email without providing phone consent.

Sharing

Personal information is not sold. It may be shared with service providers that support website hosting, communications, customer relationship management, security, and business operations, subject to appropriate access controls. Information may also be disclosed when required by law or necessary to protect rights and safety.

Cookies and technical data

The hosting platform may process basic technical information such as IP address, browser type, device information, timestamps, and security logs. Future analytics or advertising tools, if added, will be addressed through an updated notice and appropriate consent controls.

Security and retention

Reasonable safeguards are used to protect information. No internet transmission or storage system can be guaranteed completely secure. Information is retained only as reasonably needed for the purposes described above and applicable legal or recordkeeping requirements.

Your choices

You may ask to review, correct, or delete information you submitted, subject to legal and operational retention requirements. You may opt out of texts by replying STOP and may opt out of marketing emails through the unsubscribe method provided in those messages.

Children

This website is intended for adults and is not directed to children under 13.

Changes

This policy may be updated as the business and its services evolve. The effective date above will be revised when changes are published.

Contact

Use the consultation form on the website to submit a privacy question. Do not include sensitive personal or health information.

This starter policy should be reviewed with qualified counsel as the company’s exact tools, vendors, and communication programs are finalized.