Your Privacy Matters

Protecting your personal information with trusted care.

Thomas Retirement Planners – Privacy Policy & Notice

Effective Date: July 2026

At Thomas Retirement Planners, we are bound by a strict fiduciary standard to act in your best interests at all times. This duty extends directly to how we collect, use, and protect your personal and financial information.

Our policy is straightforward: We treat your data the exact same way we want our own data treated. We do not sell your information, we do not share it with outside marketers, and we maintain rigorous safeguards to protect your privacy.

This Privacy Notice complies with the Gramm-Leach-Bliley Act (GLBA), SEC Regulation S-P, and mobile carrier communication requirements. It explains what information we collect, how we protect it, and your rights.

1. Information We Collect (Nonpublic Personal Information)

In our capacity as financial advisors and professionals, we may collect nonpublic personal information (NPI) about you to provide retirement planning, educational, and advisory services. This includes:

  • Information you provide on forms or applications: Your name, address, email address, and phone number.

  • Information you provide for consultations: Basic details about your retirement goals or accounts that you choose to share when scheduling a review.

  • Mobile Information: If you explicitly opt-in to receive text message updates or event reminders from us, we collect your mobile phone number.

  • Website Analytics: Standard, anonymous website traffic information (such as pages viewed) to help us improve our website experience. This does not identify you personally.

2. How We Use Your Information

We use your information strictly to deliver the educational insights and planning services you request from us. Specifically, we use it to:

  • Confirm and manage your registration for our educational workshops.

  • Schedule, confirm, and prepare for your private retirement reviews.

  • Send you relevant retirement updates, tools, or administrative notices.

3. Information Sharing: Strict Non-Disclosure

We do not disclose any nonpublic personal information about our current or former prospective visitors, to anyone, except as permitted or required by law.

  • No Marketing Sharing: We never sell, rent, or trade your personal or financial information to third-party marketers, insurance companies, or outside entities.

  • Strict Mobile Carrier Compliance: No mobile information or SMS opt-in data will be shared with third parties or affiliates for marketing or promotional purposes. Your texting consent is strictly used for direct communications between our office and you.

  • Service Providers: We only share information with trusted operational partners who assist us in running our business (such as our secure scheduling calendar, email delivery provider, or client database). These providers are legally bound by strict confidentiality agreements to safeguard your data.

4. How We Safeguard Your Data

We maintain physical, electronic, and procedural safeguards that comply with federal and industry standards to protect your nonpublic personal information. Access to your personal data is strictly limited to those professionals and staff members who need to know that information to provide services to you.

5. Your Control and Opt-Out Rights

Because we do not share your information with non-affiliated third parties for marketing purposes, an opt-out for financial data sharing is not required under federal law. However, you maintain full control over how we communicate with you:

  • Email Communication: You can opt-out of educational emails at any time by clicking the "unsubscribe" link at the bottom of our emails.

  • Text Messaging (SMS) Opt-Out: If you have opted-in to receive text reminders or notifications, you can completely cancel them at any time by replying STOP to any text message we send. You can also reply HELP for assistance. Message and data rates may apply.

  • Data Access: You may contact our office at any time to review, update, or request the deletion of the contact information we have on file.

6. Changes to This Policy

We may update this Privacy Notice from time to time to reflect changes in our services or regulatory requirements. When updates are made, the "Effective Date" at the top will be revised.

7. Contact Us

If you have any questions regarding this privacy notice or how we protect your personal information, please contact us directly:

Thomas Retirement Planners

  • Phone: (413) 707-4487

  • Email: gary@thomasretirementplanners.com

  • Office Address: 98 Lower Westfield Road, Suite 109., Holyoke , Ma 01040