Last Updated: February 2025
No Worry Retirement (“Company”, “we”, “our”, or “us”) respects your privacy and is committed to protecting the personal information you provide when visiting our website noworryplan.com, registering for seminars, scheduling consultations, or communicating with us.
This Privacy Policy explains how we collect, use, store, and protect your information.
By accessing or using our website, you agree to the terms of this Privacy Policy.
1. Information We Collect
A. Personal Information You Provide
We may collect personal information that you voluntarily provide when you:
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Register for a seminar
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Schedule a consultation
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Fill out a form on our website
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Contact us by phone, text, or email
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Request information about our services
This information may include:
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Full name
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Email address
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Phone number
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Mailing address
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Appointment scheduling details
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Information related to your retirement or estate-planning needs
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Any documents or notes you voluntarily submit
B. Automatically Collected Information
When you visit our website, certain information may be automatically collected, including:
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IP address
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Browser type and version
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Device type
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Pages visited
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Time spent on pages
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Referring websites
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Cookies and similar tracking technologies
This information helps us understand how visitors use our site and improve the experience.
2. How We Use Your Information
We may use the information we collect to:
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Schedule and confirm consultations or seminar registrations
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Communicate with you regarding services you requested
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Send appointment reminders and service updates
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Provide customer support
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Improve our website and services
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Comply with legal obligations
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Protect against fraud or unauthorized activity
We do not sell or rent your personal information to third parties.
3. SMS / Text Messaging Policy
If you provide your phone number through our website forms, seminar registration pages, scheduling tools, or other communications, you may receive SMS text messages from No Worry Retirement.
These messages may include:
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Appointment confirmations
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Appointment reminders
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Seminar registration confirmations
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Follow-up communications
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Customer support responses
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Important service notifications
Message Frequency
Message frequency may vary depending on your interaction with our services.
Message & Data Rates
Standard message and data rates may apply according to your mobile carrier plan.
Opt-Out
You may opt out of SMS communications at any time by replying STOP to any message. Once you opt out, you will no longer receive text messages from us unless you opt back in.
Help
Reply HELP to any message for assistance or contact us directly at:
📧 info@noworryplan.com
📞 317-953-4795
SMS Consent
Your consent to receive SMS messages is not required to purchase services or attend our events.
No Sharing of Mobile Information (Critical Requirement)
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors or service providers that support business operations (such as customer service platforms, CRM software, or messaging providers) is permitted solely for operational purposes.
All other use of mobile information is strictly prohibited.
4. Sharing of Information
We may share your information only in the following circumstances:
Service Providers
We may share information with trusted service providers who help operate our business, including:
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Website hosting providers
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CRM systems
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Email communication services
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Appointment scheduling tools
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Secure server providers
These providers are required to protect your information and only use it for operational purposes.
Legal Requirements
We may disclose information when required by law, court order, or regulatory authority.
Client-Requested Professional Services
If requested by you, information may be shared with legal or financial professionals assisting with your retirement or estate planning.
We do not sell or share personal information for marketing purposes.
5. Cookies & Tracking Technologies
Our website may use cookies and similar technologies to:
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Improve website functionality
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Analyze website traffic
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Understand visitor behavior
Examples include analytics services such as Google Analytics.
You may disable cookies through your browser settings at any time.
6. Data Security
We take reasonable measures to protect your personal information, including:
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Secure servers and encrypted systems
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Access restrictions to authorized personnel only
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Secure data storage practices
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Monitoring for unauthorized access
While we take appropriate security measures, no system can guarantee complete security.
7. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
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Access personal information we hold about you
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Request corrections to inaccurate data
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Request deletion of your information
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Opt out of communications
To exercise these rights, contact us at:
📧 info@noworryplan.com
📞 317-953-4795
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.
9. Children’s Privacy
Our services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.
If such information is discovered, it will be promptly deleted.
10. Updates to This Policy
We may update this Privacy Policy from time to time. When updates occur, the Last Updated date at the top of this page will be revised.
11. Contact Information
If you have questions regarding this Privacy Policy, please contact us:
No Worry Retirement
303 Congressional Blvd, Suite 200
Carmel, IN 46032
📧 Email: info@noworryplan.com
📞 Phone: 317-953-4795