Privacy Policy
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through (United Planners), United Planners of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of United Planners may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Creating Your Pension and United Planners are separate and unrelated companies.
CreatingYourPension.com knows how important your privacy is to you, and we appreciate you trusting us to handle your personal information responsibly and with integrity. The information we gather is used to provide you with excellent service in determining your financial needs. This document describes CreatingYourPension.com’s privacy policy and practices. Please note that you are accepting the practices described in this Privacy Policy by visiting our site.
Our Commitment
CreatingYourPension.com is committed to protecting the your privacy. Since we collect certain types of information at the time our service is used, we have created this policy to let our users know what information we collect, how the collected information is used to benefit our users, and how we protect the information that is provided to us. Rest assured, the your privacy is of utmost importance to us, and CreatingYourPension.com will make every effort to ensure that our users are effectively informed and protected.
Clients Protection
In order to submit a service request to CreatingYourPension.com, you may provide us with an email address, phone number, and occasionally a street address where the request will be serviced. The email address allows us to deliver business responses to you. Your email addresses are not disclosed to unrelated third party service providers without consent.
In addition to providing limited information provided by you as described above, CreatingYourPension.com protects the contact information you provide to us internally. Only partners, authorized employees and subcontractors will have access to the information provided to us in requests.
We use cookies to enhance the CreatingYourPension.com experience
Cookies are small amounts of data delivered to a user’s hard drive by a Web browser. The use of cookies enables CreatingYourPension.com to process requests quickly, thereby enhancing the CreatingYourPension.com experience for you. Cookies are not required, but they are recommended. We may from time to time, also employ the use of pixel tags such as web beacons on the site. A web beacon is a one pixel by one pixel size image embedded within a web page or in an email to track individual page views.
We employ the use of third party agents to track statistical and analytical aggregated data about our site traffic and user base. These agents may employ the use of cookies and web beacons to facilitate their service on the sites. We have no access to these third party cookies.
Information we collect
Certain information is automatically tracked about our users when they use our Web site. This information includes the URL that the user just came from (whether this URL is on our site or not), the URL that the user goes to next (whether this URL is on our site or not), the operating system the user is using, the browser the user is using, and the user’s IP address. This information is collected to analyze trends, track user movement and use, gather broad demographic information, and administer the site.
CreatingYourPension.com does not intentionally collect information from under any person 13 years of age or younger.
Information Sharing
We also reserve the right to share information with government agencies, or law enforcement where a formal request has been made such as in a judicial proceeding, court order, or subpoena served on CreatingYourPension.com.
Please note that if our services are accessed through one of our partner sites, we may share the information submitted through the partner’s site with that specific partner, and we do not have control over and are not responsible for the privacy policies of our partners.
Security
This site has security measures in place to protect the loss, misuse, and alteration of the information under our control. CreatingYourPension.com makes every endeavor to protect the information under our control, no method of security is 100% effective, and we make no such guarantees.
We ask for your consent to our Privacy Policy
By using CreatingYourPension.com you agree to the above uses of your personal information. If at any time this policy changes, those changes will be posted to this page so that you are aware of our intent to better protect your privacy.
CreatingYourPension.com
Email: info@creatingyourpension.com
If you have any questions about our Privacy Policy, please contact Customer Support at info@creatingyourpension.com