Effective Date: April 28, 2026
1. Introduction
Welcome to McCool Retirement Solutions (“we,” “our,” or “us”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website mccoolretirementsolutions.com. Rebecca McCool, the sole proprietor and licensed retirement advisor, is committed to protecting your privacy and ensuring the security of your personal information.
By accessing or using our website, you agree to the terms of this Privacy Policy.
2. Information We Collect
We may collect the following types of personal information when you visit our website or interact with our services:
a. Personal Information You Provide
Name
Email address
Phone number
Appointment details (date/time preferences, topics of interest)
Any other information you choose to submit via contact forms or appointment scheduling tools
b. Automatically Collected Information
IP address
Browser type and version
Device type
Pages visited and time spent on the site
This data helps us understand how users interact with our site and improve user experience.
3. How We Use Your Information
We use your personal information for the following purposes:
To contact you in response to inquiries or appointment requests
To send SMS reminders and confirmations for scheduled appointments
To provide personalized retirement advisory services
To improve our website and service offerings
To comply with legal obligations and regulatory requirements
4. SMS Communications
By submitting your phone number through our website, you consent to receive SMS messages related to your appointment and services provided by McCool Retirement Solutions. Message frequency may vary. Standard messaging rates may apply. You may opt-out of SMS communications at any time by replying “STOP.”
5. Sharing Your Information
We do not sell, rent, or trade your personal information. We may share your information only in the following cases:
With service providers who help us operate the website and manage appointments (e.g., scheduling or CRM software)
When required by law or legal process
To protect our rights, privacy, safety, or property
6. Data Security
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, use, or disclosure. However, no method of internet transmission or electronic storage is 100% secure.
7. No Sharing
No Mobile Information will be shared with third party/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services such as customer service is permitted.
8. Cookies or Tracking
We are not using cookies or tracking on any personal information that you provide.
9. Your Rights and Choices
You have the right to:
Access the personal data we hold about you
Request correction or deletion of your data
Opt out of SMS messages at any time
Withdraw your consent where processing is based on consent
To exercise these rights, please contact Rebecca McCool at [email protected].
10. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such external sites.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the website after changes are posted signifies your agreement to the revised policy.
12. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact:
Rebecca McCool
McCool Retirement Solutions
Email: [email protected]
Phone: +1 (385) 245-6055