Privacy Policy
Shawn Retirement Services Privacy Policy
Last Updated: June 3, 2026
Shawn Retirement Services (“we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, and share personal information when you visit our website, contact our office, submit a form, schedule an appointment, or opt in to receive SMS/text messages from us.
1. Information We Collect
We may collect personal information that you voluntarily provide to us, including:
- Name
- Mobile phone number
- Email address
- Mailing address
- Information you provide through contact forms, appointment requests, scheduling forms, questionnaires, or other communications with our office
We may also collect limited website usage information through standard website technologies such as cookies, analytics tools, or similar technologies, if enabled on our website platform.
2. How We Use Personal Information
We may use your personal information to:
- Respond to your questions and requests
- Schedule, confirm, or follow up on appointments
- Provide customer service and support
- Communicate with you regarding health insurance, Medicare, long-term care insurance, retirement planning, annuities, life insurance, and related business consulting services
- Send SMS/text messages you have requested or agreed to receive
- Maintain, improve, and protect our website and business operations
3. How We Share Personal Information
We do not sell your personal information.
We may share personal information with service providers that help us operate our website, scheduling tools, communication systems, and related business services, but only as necessary to support our operations and serve our customers.
No mobile opt-in data, text message consent, or phone numbers collected for SMS purposes will be shared with third parties or affiliates for marketing or promotional purposes.
4. SMS/Text Messaging
If you opt in to receive SMS/text messages from Shawn Retirement Services, you may receive conversational, informational, appointment-related, and customer-service messages from us. These messages may include:
- Appointment scheduling and reminders
- Responses to your questions
- Requests for documents or additional information
- Service-related follow-up communications
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out at any time. Reply HELP for assistance.
5. Data Security
We use reasonable administrative, technical, and physical safeguards designed to help protect the personal information you provide to us. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
6. Your Choices
You may opt out of SMS/text communications at any time by replying STOP to any message. You may also contact us directly if you wish to update your contact information or have questions about how we use your information.
7. Third-Party Links
Our website may include links to third-party websites or tools, such as scheduling platforms or external informational resources. We are not responsible for the privacy practices of third-party websites, and we encourage you to review their privacy policies before providing information.
8. Contact Us
If you have questions about this Privacy Policy or our communications practices, please contact us:
Shawn Retirement Services
Phone: 231-487-1980
Alternate Phone: 231-758-3540
Website: https://shawnretirementservices.com/
9. Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.
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