Main Office: 5960 Fairview Rd, Ste 400
Charlotte, NC 28210
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We recognize that your privacy is important. This document outlines the types of personal information we receive and collect when you use this website, as well as some of the steps we take to safeguard information. We hope this will help you make an informed decision about sharing personal information with us.
We strive to maintain the highest standards of decency, fairness, and integrity in all our operations. Likewise, we are dedicated to protecting our customers’, consumers’, and online visitors’ privacy on our website.
Personal Information
We collect personally identifiable information from the visitors to our website only on a voluntary basis. Personal information collected on a voluntary basis may include name, postal address, email address, company name, and telephone number.
This information is collected if you request information from us, participate in a contest or sweepstakes, sign-up to join our email list, or request some other service or information from us. The information collected is internally reviewed, used to improve the content of our website, notify our visitors of updates, and respond to visitor inquiries.
Once information is reviewed, it is discarded or stored in our files. If we make material changes in the collection of personally identifiable information, we will inform you by placing a notice on our site. Personal information received from any visitor will be used only for internal purposes and will not be sold or provided to third parties.
Use of Cookies and Web Beacons
We may use cookies to help you personalize your online experience. Cookies are identifiers that are transferred to your computer’s hard drive through your Web browser to enable our systems to recognize your browser. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize the site’s pages, or register with any of our site’s services, a cookie enables this website to recall your specific information on subsequent visits. You have the ability to accept or decline cookies by modifying your Web browser; however, if you choose to decline cookies, you may not be able to fully experience the interactive features of the site.
A web beacon is a transparent image file used to monitor your journey around a single website or collection of sites. They are also referred to as web bugs and are commonly used by sites that hire third-party services to monitor traffic. They may be used in association with cookies to understand how visitors interact with the pages and content on the pages of a web site.
We may serve third party advertisements that use cookies and web beacons in the course of ads being served on our web site to ascertain how many times you’ve seen an advertisement. No personally identifiable information you give us is provided to them for cookie or web beacon use, so they cannot personally identify you with that information on our website.
Browsers can be set to accept or reject cookies or notify you when a cookie is being sent. Privacy software can be used to override web beacons. Taking either of these actions should not cause a problem with our site, should you so choose.
Children’s Online Privacy Protection Act
This website is directed to adults; it is not directed to children under the age of 13. We operate our site in compliance with the Children’s Online Privacy Protection Act, and will not knowingly collect or use personal information from anyone under 13 years of age.
Non-Personal Information
In some cases, we may collect information about you that is not personally identifiable. We use this information, which does not identify individual users, to analyze trends, to administer the site, to track users’ movements around the site and to gather demographic information about our user base as a whole. The information collected is used solely for internal review and not shared with other organizations for commercial purposes.
Release of Information
If this website is sold, the information we have obtained from you through your voluntary participation in our site may transfer to the new owner as a part of the sale in order that the service being provided to you may continue. In that event, you will receive notice through our website of that change in control and practices, and we will make reasonable efforts to ensure that the purchaser honors any opt-out requests you might make of us.
How You Can Correct or Remove Information
We provide this privacy policy as a statement to you of our commitment to protect your personal information. If you have submitted personal information through our website and would like that information deleted from our records or would like to update or correct that information, please use a Contact form on our website.
Updates and Effective Date
We reserve the right to make changes in this policy. If there is a material change in our privacy practices, we will indicate on our site that our privacy practices have changed and provide a link to the new privacy policy. We encourage you to periodically review this policy so that you will know what information we collect and how we use it.
Agreeing to Terms
If you do not agree to our Privacy Policy as posted here on this website, please do not use this site or any services offered by this site.
Your use of this site indicates acceptance of this privacy policy.
The information you obtain at this site is not, nor is it intended to be, financial advice. You should consult a financial advisor for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an advisor-client relationship. Please do not send any confidential information to us until such time as an advisor-client relationship has been established.
Terms of Use
All information available through this website is the property of StayRetired™ Wealth Strategies (the “Company”) or its Information Providers and is protected by copyright and intellectual property laws. All rights reserved.
You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall the information be used in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of v or its licensors. You are entitled to use the information it contains for your private, non-commercial use only.
StayRetired™ Wealth Strategies operates this website (the “website”) to provide information, related features and services (the “Service”). The terms and conditions set forth herein (the “Terms of Use”) constitute a legally binding agreement between the Company and you regarding the terms on which the Company offers you access to Service.Please take a few minutes to review the Terms of Use. By accessing and using this website, you agree to be bound by each of the Terms of Use and all applicable laws and regulations governing the website. If you do not agree with any of the Terms of Use, you are not authorized to access or use this website for any purpose.
The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject the Company to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this website constitutes a solicitation or offer by the Company to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service.
2. These terms of use may change without prior notice
The Company reserves the right to modify these Terms of Use at any time without giving you prior notice. Your use of the website following any such modification constitutes your agreement to follow and be bound by the Terms of Use as modified. For this reason, we encourage you to review these Terms of Use whenever you use this website. The last date these Terms of Use were revised is set forth below.
3. Notices of restrictions on your use
The Service, the website and all data and information and/or content that you see, hear or otherwise experience on the website (the “Content”) belongs to the Company, its partners, affiliates, contributors or third parties and may be protected by U.S. and international copyright, trademark, intellectual property and other laws. Content provided by third-parties is used on the website with the permission of such third-parties.
You may download, print and store selected portions of the Content, provided that you (1) do not copy or post the Content on any network computer or transmit, distribute, publish or broadcast the Content in any media, including without limitation, a website; and (2) do not modify or alter the Content in any way, or delete or change any copyright or trademark notice. No right, title or interest in any copied or downloaded Content is transferred to you as a result of any such copying or downloading. The Company reserves complete title and full intellectual property rights in any Content you copy or download from this website.
You agree not to alter, modify, reformat, copy, download, reproduce, duplicate, display, distribute, repost, transmit, publish, license, sell, rent, transfer, or create derivative works from any Content obtained from the website or the Service, except as expressly permitted by these Terms of Use. Moreover, you may not use any of the marks appearing throughout this website without express written consent from the trademark owner, except as permitted by applicable law.
4. Disclaimer of warranties
By agreeing to grant you access, the Company does not obligate ourselves to do so or to maintain this site, or to maintain it in its present form, and we expressly reserve the right to modify, suspend or terminate your access privileges. You agree and understand that we may, in our sole discretion and without any prior notice, close this website or deny you access to it and delete any files which you may maintain at this site and any information which you may choose to post here.
THE INFORMATION ON THIS WEBSITE IS PROVIDED “AS IS.” YOU EXPRESSLY AGREE TO ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THE WEBSITE AND THE SERVICE. THE COMPANY MAKES NO EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS OR ENDORSEMENTS WHATSOEVER WITH RESPECT TO THE WEBSITE OR THE SERVICE. THE COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, STATUTORY OR OTHERWISE, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NONINFRINGEMENT, WITH REGARD TO THE WEBSITE, THE SERVICE, OR ANY INFORMATION OR CONTENT CONTAINED THEREIN (INCLUDING THIRD PARTY INFORMATION).
THE COMPANY SHALL NOT BE LIABLE FOR ANY LOSS OR DAMAGE ARISING EITHER DIRECTLY OR INDIRECTLY FROM ANY USE OF THE WEBSITE, THE SERVICE OR ANY INFORMATION OR CONTENT CONTAINED THEREIN (INCLUDING THIRD PARTY INFORMATION). IT IS SOLELY YOUR RESPONSIBILITY TO EVALUATE THE ACCURACY, COMPLETENESS AND USEFULNESS OF ALL INFORMATION OR CONTENT PROVIDED BY THE WEBSITE OR THE SERVICE.
THE COMPANY DOES NOT WARRANT THAT THE FUNCTIONS PERFORMED BY THE WEBSITE OR THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE, OR THAT DEFECTS IN THE WEBSITE OR THE SERVICE WILL BE CORRECTED. THE COMPANY DOES NOT WARRANT THE ACCURACY OR COMPLETENESS OF THE INFORMATION OR CONTENT PROVIDED BY THE WEBSITE OR THE SERVICE, OR THAT ANY ERRORS IN THE INFORMATION OR CONTENT WILL BE CORRECTED. THE WEBSITE, THE SERVICE AND THE INFORMATION OR CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.
5. Limitation of liability
IF YOU ARE DISSATISFIED WITH THE WEBSITE OR ANY CONTENT ON THE WEBSITE, OR WITH THE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USING THE WEBSITE. YOU ACKNOWLEDGE, BY YOUR USE OF THE WEBSITE, THAT YOUR USE OF THE WEBSITE IS AT YOUR SOLE RISK.
YOU UNDERSTAND AND AGREE THAT UNDER NO CIRCUMSTANCES WILL THE COMPANY BE LIABLE FOR ANY DAMAGES WHATSOEVER, INCLUDING, BUT NOT LIMITED TO, (I) ANY DIRECT, INCIDENTAL, CONSEQUENTIAL, EXEMPLARY OR INDIRECT DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF DATA, PROGRAMS OR INFORMATION, AND THE LIKE) ARISING OUT OF THE USE OF OR INABILITY TO USE THE WEBSITE, THE SERVICE, OR THE INFORMATION OR CONTENT PROVIDED THEREIN, (II) ANY CLAIM ATTRIBUTABLE TO ERRORS, OMISSIONS, OR OTHER INACCURACIES IN THE WEBSITE, THE SERVICE AND/OR INFORMATION OR CONTENT CONTAINED THEREIN OR DOWNLOADED THROUGH THE WEBSITE, (III) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA, (IV) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE WEBSITE OR THE SERVICE, OR (V) ANY OTHER MATTER RELATING TO THE WEBSITE OR THE SERVICE, EVEN IF THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. IN SUCH STATES, THE COMPANY’S LIABILITY IS LIMITED AND WARRANTIES ARE EXCLUDED TO THE GREATEST EXTENT PERMITTED BY LAW.
You agree not to take any action that interferes with the proper working of the website; imposes an unreasonable or disproportionately large load on the website’s infrastructure; might compromise the security of the website; render the website or the Service inaccessible to others; or otherwise cause damage to the website or any Content contained on the website. You agree not to add to, subtract from, or otherwise modify the Content on the website except as expressly authorized by the Company in these Terms of Use or by a written agreement between you and the Company.
6. General Provisions
7. User conduct
You agree not to take any action that interferes with the proper working of the website; imposes an unreasonable or disproportionately large load on the website’s infrastructure; might compromise the security of the website; render the website or the Service inaccessible to others; or otherwise cause damage to the website or any Content contained on the website. You agree not to add to, subtract from, or otherwise modify the Content on the website except as expressly authorized by the Company in these Terms of Use or by a written agreement between you and the Company.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through StayRetired™ Wealth Strategies. StayRetired™ Wealth Strategies is a separate and unaffiliated entity from Simplicity Wealth.
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