Privacy Policy

1. Information We Collect

When you complete the Retirement Readiness Scorecard, we collect the following information that you voluntarily provide:

• First name, email address, and phone number (optional)
• Quiz responses related to your retirement planning (age range, savings range, timeline, etc.)

We also automatically collect standard web analytics data, including pages visited and interactions with the assessment, through the Meta (Facebook) pixel for advertising measurement purposes.

2. How We Use Your Information

Your information is used for the following purposes:

• To generate and display your personalized Retirement Readiness Score
• To facilitate a follow-up consultation with Nolan Rinn, Financial Advisor at Renaissance Financial, if you request one
• To measure the effectiveness of our advertising campaigns

3. How We Share Your Information

Your contact information and quiz responses are shared only with Nolan Rinn at Renaissance Financial for the purpose of providing the consultation you requested. We do not sell, rent, or trade your personal information to any third parties.

Anonymized, aggregated advertising data (e.g., number of quiz completions) may be processed by Meta Platforms, Inc. through the Facebook pixel in accordance with Meta's data processing terms.

4. Data Storage and Security

Your information is stored securely using industry-standard cloud infrastructure (Vercel) with encryption in transit and at rest. Access to your data is limited to authorized personnel only.

5. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction or deletion of your personal information
• Opt out of future communications at any time

To exercise any of these rights, contact us at the email address below.

6. Cookies and Tracking

This website uses the Meta (Facebook) pixel, which places cookies on your browser to measure advertising performance and deliver relevant ads. You can manage your cookie preferences through your browser settings or opt out of interest-based advertising at aboutads.info/choices.

7. Contact

For questions about this Privacy Policy or your personal information, contact:

Advanced Financial Planning LLC
Email: brianortez88@gmail.com

8. Disclosures

This website and assessment tool are provided by Advanced Financial Planning LLC, a third-party marketing services vendor. This tool is for educational and informational purposes only and does not constitute financial, investment, tax, or legal advice.

Nolan Rinn is a registered representative of and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Renaissance Financial is independently owned and operated, and is not affiliated with Cetera Advisor Networks LLC.