1. Your Privacy Matters
At Safe Retirement with Daniel, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains what data we collect, how we use it, and how we keep it safe.
When you use our website or complete our survey, we may collect:
Your name, Email address, Phone number, Zip code, Age range, & Financial status (if you choose to share it in the survey).
We also collect basic web analytics data like page visits, device type, and time spent on the site.
We use your information to:
Contact you to review your retirement goals and discuss potential financial strategies
Schedule consultations and follow up on your survey submission
Improve our website and marketing efforts
Send relevant educational content or updates (you can unsubscribe at any time)
You will be contacted by Daniel Moore personally after completing the survey.
We take security seriously. Your personal data is stored in secure systems (such as GoHighLevel) and is only accessed by authorized personnel. We never sell or rent your information to third parties.
We may use trusted third-party tools like:
GoHighLevel (for survey, Appointment Scheduling, & CRM) Facebook (for ads and retargeting)
These tools may use cookies or tracking to help us understand how visitors use the site and improve your experience
6. Your Choices
You can opt out of emails or texts at any time by clicking “unsubscribe” or replying “STOP.” You can request to view, update, or delete your information by contacting us at [email protected].
If you have any questions about this Privacy Policy, you can contact:
Daniel Moore
Mobile: (951) 383-2189
Email: [email protected]
Mailing Address: 25920 Iris Ave Ste13A Box 612 Moreno Valley, Ca 92551
We may update this policy from time to time. All changes will be posted on this page with a new “Effective Date.”
9. Data Sharing Commitment
We Do Not Sell Your Data
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information for marketing or promotional purposes. Your information will never be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the service requested.