Effective Date:

May 23, 2025

Introduction

Redwood Retirement Specialists ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

Information We Collect
We may collect the following types of information:

Personal Information: Name, email address, phone number, and other contact details when you fill out forms on our website or contact us directly.Professional Information: Business name, job title, and other relevant professional details.

Financial Information: Information related to your financial situation to provide tailored retirement planning services.Technical Information: IP address, browser type, operating system, and browsing behavior on our website.

How We Use Your Information

We use the collected information to:

Provide and manage our retirement planning services.

Communicate with you regarding our services and respond to inquiries.

Customize and improve our website and services.

Comply with legal and regulatory requirements.

Information Sharing and Disclosure

We do not sell, rent, or lease your personal information to third parties for marketing or promotional purposes.

We may share your information with:

Service Providers: Trusted third-party vendors who assist in operating our website and delivering services, under strict confidentiality agreements. Legal Obligations: When required by law or to protect our rights and safety.

Mobile Information Sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

Your Rights

You have the right to:

Access the personal information we hold about you.Request correction or deletion of your personal information.Object to or restrict certain processing of your personal information.Withdraw consent at any time, where processing is based on consent.

To exercise these rights, please contact us at

[email protected]

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze website traffic. You can control cookie preferences through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact

Jeffrey R. Mason
Managing Director
Redwood Retirement Specialists
4320 Spring Creek Rd. Suite 11
Rockford, IL 61107
Phone: 815-516-0560
Email: [email protected]