Home Knowledge Center News & Events About RSG

Retirement Strategies Group has adopted information management guidelines that define our customer and advertiser relationships. These guidelines disclose the privacy policies for Retirement Strategies Group.

Any requests to correct or clarify your personally identifying information, or requests to modify your "opt-out" preferences can be directed to:

Retirement Strategies Group
4225 Executive Square, Suite 1060
La Jolla, CA 92037
Phone: 1-800-423-4891
E-mail: Info@RetirementStrategiesGroup.com

Changes to this Privacy Statement

From time to time, Retirement Strategies Group may use customer information for new purposes not previously disclosed in this privacy notice. If our information practices change at some time in the future we will post the policy changes here to notify you of these changes and provide you with the ability to opt out of these new uses. If you are concerned about how your information is used, you should check back to our Web site periodically.


What Information Does Retirement Strategies Group Gather and/or Track About You?

Personally Identifying Information

Free E-Mails: When you sign-up to receive free Retirement Strategies Group-mail information bulletins, Retirement Strategies Group requires that you supply your name and e-mail address.

Anonymous Information

Retirement Strategies Group may also gather anonymous information, which may be used by Retirement Strategies Group or shared with third parties. This information does not personally identify you but may be helpful for improving the services we offer. Generally this information is collected through "traffic data" and may entail the use of "cookies," "IP addresses," or other numeric codes used to identify a computer.

Cookies: "Cookies" give users a special, random ID that are small text files, which are stored on the hard drive of a user's computer. Retirement Strategies Group employs cookies to recognize you and your access privileges for certain locations on the Web site and to track site usage.


With whom does Retirement Strategies Group share the information it gathers and/or tracks?

Personally Identifying Information

Retirement Strategies Group takes the privacy of its customers seriously. You have the ability to control how we use your personally identifying information by telling us if you wish to opt-out of certain uses of your information, as described in greater detail in the Opting Out provision below.

Retirement Strategies Group may, on occasion, choose to share personally identifying information collected about subscribers with select third parties whose products or services we feel may be of interest to you. Many of our subscribers find these e-mail promotions valuable, whether they are shopping for merchandise, taking advantage of a special offer, or purchasing unique services. If you prefer not to have your personally identifying information shared with select third parties, please see the Opting Out provision below.

Personal information about you as an individual subscriber or registrant may be shared, regardless of your "opt-out" status, in the following instances:

Compliance with Law: Retirement Strategies Group may release information if it is required to do so by law or in the good-faith belief that such action is necessary to: (1) comply with the law or comply with legal process served on Retirement Strategies Group; and (2) protect and defend the legitimate business interests, rights or property of Retirement Strategies Group, its users, advertisers, customers, sponsors, advertisers or affiliates.

Vendors: Retirement Strategies Group may on occasion use third-party vendors to assist it in performing its business functions, such as mailing statements to subscribers, editing user lists, processing data and payments, and providing customer service. Personal information may be shared with these businesses or individuals to allow them to perform their assigned functions, but is limited to that information needed to perform the assigned function, and may not be used for any other purpose.

Organizational Changes: Should Counsel Assure undergo a sales, merger, consolidation, change in control, transfer of substantial assets, reorganization or liquidation, Counsel Assure's accumulated customer information will be treated as an asset and, like other business assets, subject to transfer to or acquisition by a third party.

Customer Requests for Personal Information: Upon your request, Retirement Strategies Group will provide you with its record of the personal information you gave us at registration. For security reasons, this information will only be sent to the e-mail address on file for the subscriber ID associated with it.

Correspondence with Retirement Strategies Group: If you send Retirement Strategies Group personal correspondence, such as e-mails or letters, or if other users or third parties send correspondence to Retirement Strategies Group about your activities or postings on the Web site, Retirement Strategies Group may collect such information into a file specific to you. All submissions become property of Retirement Strategies Group.

Anonymous Information

Retirement Strategies Group also shares the information it gathers in a compiled format with advertisers and other partners. The compiled format does not include personally identifying information.


What does Retirement Strategies Group do with the information it gathers and/or tracks?

Statistical Analysis and Banner Advertising: Retirement Strategies Group may perform statistical analyses of user behavior in order to measure interest in the various areas of our site (for product development purposes) and to inform advertisers as to how many consumers have seen or "clicked" their advertising banners. Retirement Strategies Group also uses demographic information to allow advertising banners on the Web site to be targeted to the readers for whom they are most pertinent. This means that readers will see advertising that is most likely to interest them, and advertisers send their messages to people who are most likely to be receptive, improving both the user's experience and the effectiveness of the ads. In this statistical analyses and banner advertisement targeting, we will disclose information to third parties only in aggregate form, with no personally identifiable information.

Data Security: To prevent unauthorized access, maintain data accuracy, and ensure the appropriate use of information, we have put in place appropriate physical, electronic, and managerial procedures to protect the information we collect online.

Account Maintenance: Retirement Strategies Group may utilize the contact information you provided at registration, such as your telephone number and e-mail address, to contact you regarding account status, changes to the subscriber agreement, and to confirm registration.

Service Updates and E-Mail Promotions: Using the contact information and e-mail addresses provided at registration, Retirement Strategies Group periodically sends promotional messages to its users about services offered by Retirement Strategies Group and notifies users of new features or changes that may be made to these services. Retirement Strategies Group may also elect to send promotional messages on behalf of selected third parties whose products or services we think may be of interest to you. If you prefer not to receive promotional e-mails from Retirement Strategies Group, please see the "Opting Out" provision below.


Third Party Partners and Links to Other Web Sites

Retirement Strategies Group is not responsible for the content or the privacy policies of Web sites to which it may link. This policy applies solely to information collected by Retirement Strategies Group.

Retirement Strategies Group Provider Partner Products & Services: While visiting the Web site, you may decide to purchase a product or service through one of our provider partners whose services are promoted or advertised on the site. If you do so, you will be acting under the guidelines of the third party provider's privacy policy, if it has one. Retirement Strategies Group cannot make guarantees or warranties as to the nature of a third party's use of your personal information.


A Special Note About Children and Non-U.S. Users

The Web site is directed to adults and not directed to children under the age of 13. Retirement Strategies Group asks that minors not submit any personal information to us. Retirement Strategies Group complies with the Children's Online Privacy Protection Act and does not permit registration by and will not knowingly collect personally identifiable information from anyone under 13.


Opting-Out, Corrections and Cancellations

If you are already a registered user with Retirement Strategies Group, you may manage your promotional e-mail preferences by "opting-out" of further e-mail contact from Retirement Strategies Group (excepting notification of major changes to the service).

Upon request, we will (a) remove you and your personal information from our database, thereby canceling your registration, (b) correct personal information that you state is erroneous, (c) manage your promotional e-mail preferences for you, and/or (d) manage your preferences for sharing personally identifying information for you. Please direct your inquiry to:

Retirement Strategies Group
4225 Executive Square, Suite 1060
La Jolla, CA 92037
Phone: 1-800-423-4891
E-mail: Info@RetirementStrategiesGroup.com

LAST UPDATED: March 12, 2008

Call Retirement Strategies Group at (858) 408-1404

ELundy@MyRetirementStrategy.com

Our Solutions | Employer-Sponsored Solutions | Small Business Solutions | Individual Solutions
Knowledge Center | News and Events | About RSG
Securities offered through Brecek and Young Advisors, Inc., a registered Investment Advisor, Broker/Dealer, Member FINRA/SIPC.
Erick Lundy, Registered Representative. Insurance offered through RSG Partners Financial and Insurance Services, Inc.
CA Insurance License 0E48182 Copyright 2008 Retirement Strategies Group, Inc. View our Privacy Policy.