Privacy Policy

Last Updated: May 2, 2026

This Privacy Policy explains how Riemer Retirement collects, uses, discloses, and protects information when you visit or use RiemerRetirement.com, including our pages, calculators, quizzes, forms, advisor-matching features, communications, and related services.

By using this website, you agree to the practices described in this Privacy Policy. If you do not agree, do not use the website.

1. Important Notice

Riemer Retirement is not a registered investment adviser, financial adviser, broker-dealer, brokerage firm, insurance agency, law firm, accounting firm, tax adviser, or fiduciary.

This website provides educational tools, general information, quizzes, calculators, and advisor-introduction coordination. We do not provide financial, investment, tax, legal, accounting, insurance, or retirement planning advice.

2. Information We Collect

We may collect information that you provide directly, information collected automatically through the website, and information from third-party tools or service providers.

Information You Provide

When you use our quizzes, calculators, forms, or advisor-matching features, we may collect:

Name

Email address

Phone number

State of residence

Retirement timeline

Age range

Investable asset range

Retirement goals

Advisor preferences

Quiz answers

Calculator inputs

Retirement readiness results

Retirement tax-risk results

Income-gap results

Advisor-match results

Areas you may want reviewed

Communication consent

Any other information you voluntarily submit

Do not submit Social Security numbers, full account numbers, passwords, government identification numbers, precise financial account details, medical information, or other highly sensitive information through this website.

Information Collected Automatically

When you visit the website, we or our service providers may automatically collect:

IP address

Device type

Browser type

Operating system

Pages viewed

Links clicked

Date and time of visit

Referring website

Approximate location based on IP address

Cookies and similar tracking data

UTM parameters and campaign source information

Website interaction data

Information from Third-Party Tools

We may use third-party platforms, analytics tools, advertising tools, CRM systems, automation tools, hosting providers, form tools, call or text tools, email tools, and other service providers. These tools may collect or process information on our behalf.

3. How We Use Information

We may use information we collect to:

Provide website functionality

Generate quiz, calculator, and educational results

Send requested results or confirmations

Respond to inquiries

Coordinate requested advisor-match or review conversations

Route users to potentially relevant financial professionals

Communicate by email, phone, or text where permitted

Create or update contact records

Send internal lead notifications

Improve website design, content, quizzes, calculators, and forms

Analyze traffic and website performance

Track marketing campaign performance

Prevent fraud, misuse, or unauthorized access

Comply with legal, regulatory, or contractual obligations

Enforce our Terms of Use

4. Advisor Matching and Lead Sharing

If you request an advisor match, complimentary review, or related conversation, we may share information you submit with financial professionals, advisory firms, broker-dealer representatives, insurance professionals, tax professionals, legal professionals, or other third parties who may be relevant to your request.

The information shared may include your:

Name

Email

Phone number

State

Retirement timeline

Investable asset range

Quiz answers

Calculator inputs

Results or score summaries

Advisor preferences

Areas you may want reviewed

We share this information to help coordinate the conversation you requested.

Riemer Retirement may receive compensation from advisors, firms, advertisers, sponsors, vendors, or other third parties for marketing services, introductions, referrals, appointments, lead generation, sponsorships, or similar business arrangements where permitted by applicable law.

Depending on applicable privacy laws, sharing personal information with third-party professionals in connection with compensation may be considered a “sale,” “sharing,” or targeted advertising activity. Where required by law, you may have the right to opt out of certain uses or disclosures.

5. How We Disclose Information

We may disclose information to:

Service Providers

We may share information with companies that help us operate the website and business, such as:

Website hosting providers

CRM and automation platforms

Form and quiz tools

Analytics providers

Email service providers

Text messaging or phone providers

Advertising platforms

Data storage providers

Security and fraud-prevention vendors

Professional service providers

These providers may process information on our behalf.

Third-Party Professionals

If you request an advisor match, review, consultation, or related introduction, we may share your information with relevant third-party professionals or firms.

Business Partners

We may disclose information to business partners, advertisers, sponsors, or referral partners where permitted by law and consistent with your request or consent.

Legal and Compliance Purposes

We may disclose information if we believe it is necessary to:

Comply with law, regulation, subpoena, court order, or legal process

Protect our rights, property, users, or business

Investigate fraud, misuse, or security issues

Enforce our Terms of Use

Respond to government or regulatory requests

Business Transfers

If Riemer Retirement is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction.

6. Cookies, Analytics, and Advertising

We may use cookies, pixels, scripts, tags, and similar technologies to operate the website, remember preferences, understand user behavior, measure marketing performance, and improve our services.

These technologies may be used by us or by third-party platforms such as analytics providers, advertising networks, CRM tools, or social media platforms.

We may use this information to:

Measure website traffic

Understand which pages and tools users engage with

Track quiz and form completion

Measure advertising performance

Improve user experience

Retarget or advertise to users where permitted by law

You can usually adjust cookie settings through your browser. Some browser settings may affect website functionality.

7. Email, Phone, and Text Communications

If you submit your contact information, we may contact you regarding your request, quiz results, calculator results, advisor match, complimentary review, or related services.

Communications may include email, phone calls, or text messages, subject to applicable law and the consent language provided on the relevant form.

Message and data rates may apply.

You may opt out of text messages by replying STOP where applicable. You may unsubscribe from marketing emails using the unsubscribe link, if provided, or by contacting us.

Submitting your information does not require you to hire, retain, or work with any advisor or professional.

8. Data Retention

We retain information for as long as reasonably necessary to:

Provide services

Coordinate requested communications

Maintain business records

Improve the website

Comply with legal obligations

Resolve disputes

Enforce agreements

Support security and fraud-prevention efforts

Retention periods may vary depending on the type of information, the purpose for collection, legal requirements, and business needs.

9. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information.

However, no website, system, transmission, storage method, or electronic communication is completely secure. We cannot guarantee absolute security.

You should avoid submitting sensitive information through the website, including Social Security numbers, account numbers, passwords, government identification numbers, or highly sensitive financial details.

10. Your Privacy Choices

Depending on where you live, you may have rights regarding your personal information, which may include the right to:

Request access to personal information we have collected about you

Request correction of inaccurate personal information

Request deletion of personal information

Request information about categories of personal information collected, used, or disclosed

Opt out of certain sales, sharing, targeted advertising, or marketing uses

Withdraw consent for certain communications

Not be discriminated against for exercising privacy rights

These rights may be subject to legal limitations, exceptions, verification requirements, and applicability thresholds.

To make a privacy request, contact us using the information in the “Contact” section below.

11. California Privacy Notice

If you are a California resident, California privacy laws may provide you with additional rights regarding personal information.

Categories of Personal Information We May Collect

We may collect the following categories of personal information:

Identifiers, such as name, email address, phone number, IP address, and online identifiers

Personal information categories under California law, such as contact information

Internet or electronic network activity, such as website usage, pages viewed, links clicked, and interactions with forms or tools

Approximate geolocation information, such as general location based on IP address or state you provide

Professional or financial-related information you voluntarily submit, such as investable asset ranges, retirement timeline, planning concerns, advisor preferences, and quiz answers

Inferences, such as educational scores, advisor-match profiles, or areas that may need review based on your responses

Sources of Personal Information

We may collect personal information from:

You directly

Your device or browser

Cookies and tracking technologies

Website analytics tools

Advertising platforms

CRM, automation, form, and communication tools

Service providers

Purposes for Collecting Personal Information

We collect personal information for the purposes described in this Privacy Policy, including providing educational tools, generating results, coordinating requested advisor introductions, communicating with users, improving the website, measuring advertising, and complying with legal obligations.

Disclosures of Personal Information

We may disclose personal information to service providers, third-party professionals, business partners, advertising or analytics providers, and legal or compliance recipients as described in this Privacy Policy.

Sale or Sharing of Personal Information

We may disclose personal information to third-party professionals or business partners in connection with advisor matching, referral, appointment, advertising, or marketing arrangements. Depending on applicable law, this may be considered a “sale” or “sharing” of personal information.

California residents may have the right to opt out of the sale or sharing of personal information.

California Privacy Requests

California residents may request to know, access, correct, delete, or opt out of certain uses or disclosures of personal information, subject to applicable exceptions.

To submit a request, contact us using the information in the “Contact” section below.

12. Other State Privacy Rights

Residents of certain states may have additional privacy rights under applicable state privacy laws.

Depending on your state, you may have rights to access, correct, delete, obtain a copy of, or opt out of certain uses of your personal information, including targeted advertising, sale of personal information, or profiling in furtherance of decisions that produce legal or similarly significant effects.

To exercise available rights, contact us using the information below.

13. Children’s Privacy

This website is intended for adults and is not directed to children.

We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.

If you believe a child has submitted information through the website, contact us.

14. Third-Party Websites and Services

The website may link to third-party websites, tools, platforms, professionals, firms, scheduling pages, regulatory databases, or other services.

We are not responsible for the privacy practices, security, content, or terms of third-party websites or services.

You should review the privacy policies of any third-party website or service you use.

15. Do Not Track and Global Privacy Signals

Some browsers or devices may offer “Do Not Track” or similar signals. Because there is not a single uniform standard for all such signals, our website may not respond to all browser-based “Do Not Track” signals.

Where required by applicable law, we will attempt to honor legally recognized opt-out preference signals, such as Global Privacy Control, to the extent technically feasible.

16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make changes, we will update the “Last Updated” date at the top of this page. Your continued use of the website after changes are posted means you acknowledge the updated Privacy Policy.

17. Contact

For questions, privacy requests, or opt-out requests, contact:

Riemer Retirement
Email: [email protected]
Operated by: RingMeUp
Location: Florida, United States