Privacy Policy

Retire With Tai ("we," "us") respects your privacy. This policy explains what information we collect on retirewithtai.com and how we use it.

Information we collect

• Information you give us in forms, quizzes and appointment bookings, such as your name, email, phone number and answers about your planning goals.
• Basic technical information such as browser type, pages visited and referring website, collected through cookies and similar tools.

How we use it

• To respond to your requests, send the resources you asked for, and schedule and confirm appointments.
• To contact you by phone, email or text message about your request and related planning information.
• To improve our website and services.

Text messaging

If you provide your phone number and consent, we may send text messages about your appointment and planning resources. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. We do not sell, rent or share your phone number or SMS opt-in consent with third parties or affiliates for their marketing purposes.

Sharing

We do not sell your personal information. We share it only with service providers who help us operate our business (such as our CRM, email and scheduling tools) and, with your permission, with insurance carriers when you apply for coverage, or when required by law.

Your choices

You can opt out of emails using the unsubscribe link, opt out of texts by replying STOP, or ask us to update or delete your information by calling (470) 470-5593.

Security

We use reasonable safeguards to protect your information, but no method of transmission over the internet is completely secure.

Children

This website is intended for adults. We do not knowingly collect information from children under 13.

Contact

Retire With Tai · Tai Nguyen · Norcross, GA · (470) 470-5593