Privacy Policy

At RetireSimply.com, we take privacy seriously and are committed to protecting the personal information of our users. This Privacy Policy outlines how we collect, use, and share opt-in information collected through our website.

Collection of Opt-In Information

We collect opt-in information from users through various forms on our website, including email subscriptions, contact forms, and event registration forms. This information may include, but is not limited to, names, email addresses, and phone numbers. We only collect opt-in information that is necessary for the purpose it was provided for.

Use of Opt-In Information

The opt-in information collected through our website is used to provide our users with the services they requested, such as email newsletters, event updates, and customer support. We may also use this information to personalize the user experience on our website and to improve our products and services.

Sharing of Opt-In Information

We do not sell, rent, or otherwise share opt-in information with third parties, unless we have the user's explicit consent or are required to do so by law.

Data Security

We take appropriate technical and organizational measures to secure the opt-in information collected through our website from unauthorized access, use, disclosure, or destruction.

Changes to This Privacy Policy

We may modify this Privacy Policy from time to time to reflect changes in our privacy practices. If we make any changes, we will update this Privacy Policy and post the revised version on our website.

Contact Information

If you have any questions or concerns about our privacy practices or this Privacy Policy, please contact us at info@retiresimply.com.

Foundations Investment Advisors, LLC

Privacy Policy

Investment Advisers are required by law to inform their clients of their policies regarding privacy of
client information. We are bound by professional standards of confidentiality that are even more
stringent than those required by law. This notice is being provided to you in accordance with the
Securities and Exchange Commission's rule regarding the privacy of consumer financial information
("Regulation S-P"). Please take the time to read and understand the privacy policies and procedures
that we have implemented to safeguard your nonpublic personal information.

INFORMATION WE COLLECT

Foundations Investment Advisors, LLC (FOUNDATIONS) must collect certain personally identifiable
financial information about its customers to provide financial services and products. The personally
identifiable financial information that we gather during the normal course of doing business with you
may include:
• information we receive from you on applications or other forms;
• information about your transactions with us, our affiliates, or others;
• information we receive from a consumer reporting agency.

INFORMATION WE DISCLOSE

We do not disclose any nonpublic personal information about our customers or former customers to
anyone, except as permitted or required by law, or as necessary to provide services to you. In
accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect,
as described above, to certain non-affiliated third-parties such as our attorneys, accountants,
auditors, to certain affiliated third-parties in order to provide services or products to you, and to
persons or entities that are assessing our compliance with industry standards. We enter into
contractual agreements with all non-affiliated third-parties that prohibit such third-parties from
disclosing or using the information other than to carry out the purposes for which we disclose the
information.

CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about you to those Employees who need to
know that information to provide financial products or services to you. We maintain physical,
electronic, and procedural safeguards that comply with federal standards to guard your nonpublic
personal information.

ACCURACY

FOUNDATIONS strives to maintain accurate personal information in our client files at all times.
However, as personal situations, facts and data change over time; we encourage our clients to provide
feedback and updated information to help us meet our goals.

Foundations Investment Advisors, LLC