Privacy in Plain English
Your information is safe. Here’s how we protect it.
We Never Sell Your Data
We are a fee-for-service company. We do not sell or rent your information to insurance agents, marketers, or advertisers. Your information is yours — not a product.
Your Information Stays Private
Only the people directly working on your case can view your file. Nobody else — ever.
We Do Not Store Credit Cards
All payments are processed through Stripe, a secure global provider. We never see or store your card number
You Control Your Data
If you want your documents deleted early, we will securely remove them upon your request.
We Will Never Ask for Your Passwords
We will never ask for your:
- SSA.gov password
- Social Security Number
- Bank or investment logins
- Sensitive credentials
You only provide:
- Your official SSA earnings file
- Your basic planning information, such as life expectancy details
Nothing more.
