(385) 245-6055

McCool Retirement Solutions
McCool Retirement Solutions

(385) 245-6055

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    Privacy Policy

    Effective Date: May 28, 2025


    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 [insert your website URL here]. 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. 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 rebecca.a.mccool@gmail.com.


    8. 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.


    9. 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.


    10. Contact Us

    If you have questions or concerns about this Privacy Policy or our data practices, please contact:


    Rebecca McCool

    McCool Retirement Solutions

    Email: rebecca.a.mccool@gmail.com

    Phone: +1 (385) 245-6055



    Copyright © 2025 McCool Retirement Solutions - All Rights Reserved.

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