Legal

Privacy Policy

Placeholder: this page must be reviewed and completed with Ruben's verified business details, licensing, and affiliations before the website is published.

Information we collect

When you request a consultation, we collect your name, email address, phone number, the type of retirement account you have, your primary retirement concern, any message you choose to share, and a record of your consent to be contacted.

We never ask for Social Security numbers, account numbers, passwords, or financial documents through this website.

How we use it

Your information is used only to respond to your consultation request. Agreeing to be contacted about your request does not enroll you in promotional email or text messaging.

Sharing

Information may be stored in a customer relationship management system used to manage consultation requests. It is not sold to third parties.

Contact

To ask about or request deletion of your information, please reach out using the contact details provided by Ruben Curiel. [Contact details to be added.]