Privacy Policy


The latest revision of our privacy policy was October 10th, 2011 by Createyourretirement.com owned and operated by Kathy Nelson.

The purpose of this section is to describe how your information is collected and used.

Createyourretirement.com is controlled, owned, and operated by Kathy Nelson. You can contact us by mail at Createyourretirement.com, P.O. Box, Milwaukee, WI, 53217. You can contact us by phone at 414-364-5676 or email us at Kathy@createyourretirement.com.

Createyourretirement.com is hosted by The Integrity Partners, LLC (hereinafter, Integrity Partners). Integrity Partners maintains their databases and information storage within their own dedicated server without access from anyone other than the Integrity Partners, Createyourretirement.com, or their agents.

The following paragraphs apply to Createyourretirement.com and any other websites, webpages, blog entries owned and operated by Kathy Nelson.

We comply with all United States Privacy Laws, CAN-SPAM Act of 2003 (15 U.S.C. 7701, et eq. Public Law No. 108-187 or S.877 of the 108th United States Congress) and Canadian privacy laws known under the Personal Information Protection and Electronic Documents Act.

It is our intention to use your information with the utmost responsibility. Createyourretirement.com or its agents will never sell, rent, or share your information with anyone without your express consent and will not share your information even with implied consent. Basically, you will need to tell Createyourretirement.com or its agents to share your information with anyone other you and Createyourretirement.com or its agents.

All individuals who use Createyourretirement.com have voluntarily provided their consent before we collect and use their information. We never share information with a third-party unless we have the express consent of the individual providing the information. If any information needs to be update, we delete the old records and ask that the individuals voluntarily complete the application, form, or other instrument for collecting information.It is our goal maximize the security of your information. We use security systems to protect your information from access.

In the event Createyourretirement.com or its agents collects your information, Createyourretirement.com will do so because it is necessary for us to provide you with what we promise at Createyourretirement.com. Createyourretirement.com will collect your first and last name, phone number, email address, and other basic contact details. Createyourretirement.com may need your mailing address should we work together in any capacity. Createyourretirement.com collect personal information relating to our application process to understand who you are, what you want, your skills and experience, education, and useful information to let us know who you are.

All information is collected for the purpose of providing the highest possible service and to deliver on all promises and commitments outlined on Createyourretirement.com.

Createyourretirement.com will maintain a very simple opt-out system, so if at anytime, you do not want to receive correspondence from us, you will be removed from our entire system by using the remove link at the bottom of the email. If you are having any trouble with that system, then you can email us at Kathy@createyourretirement.com or write us at Createyourretirement.com, P.O. Box, Milwaukee, WI, 53217.


1

Schedule Consultation

Image

Schedule a FREE 30 minute consultation, so we can discuss your Financial, Health, and Social block. I'll send you a Retirement Assessment to complete, so we can discuss it.

2

Retirement Assessment

Image

My Retirement Assessment will assess the Three Foundational Retirement Blocks and provide an honest assessment of each of the areas. We will discuss your assessment in your Free Consultation to determine what steps can be taken to improve each of the blocks.

3

Implement Your Action Plan

Image

Once we determine the steps that can be taken to improve each of the retirement blocks, we can work to implement your action plan, so you have definable steps to take and understand in a "1,2,3,A,B,C way" on how to successfully implement those steps.