Website Privacy Policy

Effective October 21, 2026

Retirement Strategy Advisors LLC (“we,” “our,” or “the firm”) respects the privacy of visitors to retirementstrategy.net. This policy describes information collected through this website. Separate notices may apply to investment advisory clients.

Information submitted by visitors

When you submit our consultation form, we collect the name, email address, organization (if provided), and message you enter. Please do not submit Social Security numbers, financial account numbers, passwords, or other sensitive personal or financial information.

How we use information

We use information submitted through the website to respond to inquiries, evaluate requests for our services, and maintain appropriate business and compliance records. Submitting a form does not establish an investment advisory relationship.

Service providers and disclosure

Our website is hosted by Netlify, which processes and stores contact form submissions on our behalf. We may disclose information to service providers assisting with website operations, as required by law or regulatory process, or as otherwise permitted by applicable law. We do not sell contact-form submissions as a business practice.

Security and retention

We use administrative and technical safeguards appropriate to our website operations. No website or electronic transmission can be guaranteed completely secure. We retain inquiry information as reasonably necessary for business and applicable recordkeeping purposes and review it for deletion when no longer needed, subject to legal obligations.

Cookies and website technology

Our hosting provider and other technologies used to operate the website may process technical information, such as IP address, browser information, and request logs. This notice should be updated if analytics, advertising pixels, or additional tracking tools are enabled.

Your questions

To ask about personal information submitted through the website, contact tom@retirementstrategy.net or call (503) 805-7394.

Changes to this policy

We may update this policy as our practices or legal requirements change. Updated versions will be posted here with a revised effective date.

Important: This website policy is not the firm's complete client privacy notice and does not replace other legally required notices or policies.