Why do you need my information?
Your retirement advisor needs a rough picture of your retirement to talk about it.
The fair worry
I want you to know what you're sharing. You can read without giving contact details.
The answer
The form asks for your name, email, mobile, state, and rough savings. We use those details to match you and reach you. By tapping OK, you agree Retire Handbook may call and text that number.
We share your details with an advisor only after we confirm the introduction with you. You don't need account numbers or your Social Security number for the consultation.
We record our calls and say so at the start. If you'd rather not be recorded, tell us. We'll stop right away. We may share the recording and a written summary with the one licensed professional you approve. Ask us not to share the recording, and we'll share only typed notes.
At your consultation
Those rough details give your advisor a starting point for your consultation. To check the rest, read retirehandbook.com/privacy.
More questions on this topic
- I'm only on my phone. Can I still do the Zoom?Yes. Zoom works on your smartphone, and your consultation shouldn't move because of a screen.
- Is this just a sales pitch?A sale can come up. But your consultation starts with your retirement, and you never have to buy.
- Why is this free? What's the catch?You never pay Retire Handbook. Your retirement advisor pays us to set up the meeting.