Last Updated: February 2025
No Worry Retirement (“Company”, “we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website noworryplan.com, use our services, or interact with us online or offline.
By accessing our website, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of the site.
1. Information We Collect
A. Personal Information You Provide
We may collect the following information when you submit forms, schedule consultations, or communicate with us:
- Full name
- Email address
- Phone number
- Mailing address
- Information related to your estate-planning needs
- Any documents or notes voluntarily submitted to us
- Appointment scheduling information
B. Automatically Collected Information
When you visit our site, we may automatically collect:
- IP address
- Browser type and version
- Device type
- Pages visited
- Time spent on pages
- Cookies and similar tracking technologies
C. Sensitive Information
If you provide information relating to your personal financial situation, healthcare needs, family members, or assets, we treat this with the highest confidentiality.
2. How We Use Your Information
We use your information to:
- Provide consultations and communicate with you
- Deliver requested services
- Improve our website and user experience
- Send reminders, appointment confirmations, or follow-ups
- Comply with legal, regulatory, and security obligations
- Prevent fraud or unauthorized use
We do not sell your information to any third parties.
3. Sharing of Information
We may share information only when necessary:
- With trusted service providers who help operate our website or CRM (e.g., secure email, scheduling tools, GoHighLevel, servers).
- With legal professionals or attorneys when requested by you for your estate plan.
- To comply with law enforcement or regulatory requirements.
We never share client information for marketing purposes without explicit permission.
4. Cookies & Tracking Technologies
Our website uses cookies to:
- Improve performance
- Enhance user experience
- Track analytics (Google Analytics or similar)
You can disable cookies in your browser settings at any time.
5. Data Protection & Security
We store all client information on secure servers, including private and encrypted systems used internally by No Worry Retirement.
We take reasonable measures to:
- Encrypt sensitive data
- Restrict access to authorized team members
- Maintain secure backup systems
- Protect against unauthorized access
6. Your Rights
Depending on your location, you may have the right to:
- Access the personal data we hold
- Request corrections
- Request deletion
- Opt out of marketing communications
To make a request, contact us at:
📧 info@noworryplan.com
📞 317-953-4795
7. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those websites.
8. Children’s Privacy
We do not knowingly collect personal information from children under 18. If you believe such information has been collected, contact us immediately.
9. Updates to This Policy
We may update this Privacy Policy periodically. The “Last Updated” date reflects the most recent changes.
10. Contact Us
No Worry Retirement
303 Congressional Blvd, Suite 200
Carmel, IN 46032
Email: info@noworryplan.com
Phone: 317-953-4795