Privacy Policy & Terms of Use

Privacy Policy

This Privacy Policy describes how South Barrington Retirement Planner / America United Wealth Planning (“Company,” “we,” “us,” or “our”) collects, uses, and protects information when you use this Site. This policy applies to SouthBarringtonRetirementPlanner.com and related pages we operate.

Information We Collect

• Information you provide voluntarily: such as your name, email address, phone number, and any message you submit through forms or scheduling tools.
• Newsletter or updates: if you opt in, we may collect your email address and related preferences.
• Non-personal/technical information: such as browser type, device information, operating system, and general usage data (for example, pages visited).

How We Use Information

We may use information we collect to:

• Respond to your questions and support requests
• Provide requested information or schedule appointments
• Improve the Site’s performance and user experience
• Send emails you opted in to receive (you can unsubscribe at any time)
• Maintain security, prevent abuse, and comply with applicable laws

Cookies

The Site may use cookies or similar technologies to improve user experience and understand site usage. You can set your browser to refuse cookies or alert you when cookies are being sent. If you do so, some parts of the Site may not function properly.

Sharing & Third Parties

• We do not sell or rent your personal information.
• We may share information with trusted service providers (for example, scheduling or analytics) only as needed to operate the Site and provide services.
• The Site may link to third-party websites. We do not control their content or privacy practices. Please review their policies directly.

Security

We use reasonable administrative and technical safeguards designed to protect information. However, no method of transmission over the Internet is 100% secure.

Your Choices

• Unsubscribe: you can unsubscribe from marketing emails using the link in the email footer.
• Cookie controls: adjust browser settings to manage cookies.
• Request updates: you may contact us to correct information you previously submitted.

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Terms of Use

By accessing or using this Site, you agree to these Terms of Use. If you do not agree, please do not use the Site.

Educational Use Only

Content on this Site is provided for general educational and informational purposes only. It is not financial, tax, or legal advice. You should consult appropriate professionals for advice specific to your situation.

No Client Relationship Created

Using this Site, submitting a form, or scheduling a conversation does not create a formal advisor-client relationship. Any relationship is subject to separate written agreements (if applicable).

Intellectual Property

The Site and its content are owned by or licensed to the Company and are protected by applicable intellectual property laws. You may not copy, republish, or distribute content without permission, except for personal, non-commercial use.

Third-Party Tools and Links

The Site may include third-party tools (such as scheduling widgets) and links to third-party websites. We are not responsible for third-party content, availability, or practices.

Changes to This Page

We may update these policies from time to time. The “Last updated” date above reflects the most recent revision. Continued use of the Site after changes are posted constitutes acceptance of those changes.

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Important Disclaimers

• Guarantees (if any) are based on the claims-paying ability of the issuing insurance company.
• Past performance does not guarantee future results.
• Product features, rates, and benefits may vary by state, carrier, and individual circumstances.
• This Site is intended for Illinois residents.

Contact

If you have questions about this Privacy Policy or Terms of Use, contact: