Privacy Policy

Privacy Policy

Last updated: April 2026

Our Core Privacy Promise

We built RolloverGuard on a simple principle: you deserve honest retirement guidance without being harassed by a dozen companies fighting over your business. We will never sell, rent, trade, or share your personal information with any third party for marketing purposes. Period.

When you submit your information on this website, it goes to one place: our licensed Retirement Specialist. You will hear from us, and only from us.

What Information We Collect

When you submit a consultation request, we collect your name, phone number, email address, and any other information you choose to provide in the form. We also collect standard website analytics data (pages visited, time on site) through Google Analytics, which does not include personally identifiable information.

How We Use Your Information

We use your contact information solely to respond to your consultation request. We may follow up by phone or email to schedule your consultation and to answer questions you have raised. We do not use your information for any other purpose without your explicit consent.

What We Do Not Do

  • We do not sell your information to any third party.
  • We do not share your information with other Financial Specialists, insurance companies, or marketing firms.
  • We do not add you to any email marketing lists without your explicit consent.
  • We do not make repeated unsolicited calls.
  • We do not participate in lead aggregation or lead resale programs.

Data Security

Your information is transmitted securely via HTTPS encryption. We take reasonable precautions to protect your personal information from unauthorized access or disclosure.

Contact Us

If you have questions about this privacy policy or wish to have your information removed from our records, please contact us at rolloverguard.com/contact/.

This privacy policy applies to information collected through rolloverguard.com. It does not apply to information collected through other channels.

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Educational Content Only: RolloverGuard provides free calculators and information for educational purposes only. Nothing on this site constitutes financial, investment, tax, or legal advice. Calculator results are estimates only and may not reflect your actual situation. Always consult a qualified financial professional before making rollover decisions. IRS rules referenced are for the 2026 tax year.