Privacy Policy

This web site is limited to the dissemination of general information pertaining to advisory services and products, together with access to retirement-related information, publications and links.  All written content on this site is for informational purposes only.  Material presented in this web site or any linked web site is believed to be from reliable sources and Burman/Strauss Retirement Consultants, Inc. (BSRCI) makes no representations as to its accuracy or completeness.  Users of this web site who choose to link to these other web sites do so at their own risk since BSRCI assumes no liability for their content.  BSRCI shall not be responsible for any loss or damage that results from any information made available at or through this site.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Certain portions of this web site, i.e., newsletters, articles, commentaries, etc., may contain a discussion of, or provide access to, BSRCI (and those of other investment or non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors including changing market conditions, such discussion may no longer be reflective of current positions and/or recommendations.  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or substitutes for, personalized advice from BSRCI or from any other investment professional. 

If you choose to make purchases of our products or to use for-fee services, we use your financial information, including credit card information to verify the accuracy of your name, address and other information, as well as to bill you for the use of our products or services.

We want to help you find information through this web site and alert you to specific offers, updated information and other new products and services from BSRCI.  Therefore, we may send you direct mailings or e-mail alerts about our various products and services or other products and services we feel may be of interest to you.  If you do not want to receive such mailings, simply let us know by sending us an e-mail at info@retirerightcenter.org.

BSRCI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to this web site or incorporated herein, and therefore takes no responsibility.  All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Each site user and prospective client agrees, as a condition precedent to his/her/its access to this website to release and hold harmless (BSRCI), its officers, directors, owners, employees and agents from any and all adverse consequences, resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of generalized or personalized advice from BSRCI.
BSRCI is neither a legal nor an accounting firm, and no portion of this web site content should be interpreted as legal, accounting or tax advice.

It is the policy of BSRCI that any e-mail address or other personal information given to BSRCI through this web site will not be shared with any party without the sender’s permission.  Information submitted to BSRCI via this web site, other than personal information, will be treated as non-proprietary and available for use by BSRCI in its normal course of business. 

BSRCI does research on user’s demographics, interests and behaviors based on information provided to us during your use of this web site.  This research is compiled and analyzed on an aggregated basis and does not include personally-identifiable information.  BSRCI may share this aggregated data with others.

From time to time, BSRCI may also share your information with agents, contractors, or business partners who perform services for BSRCI, including, but not limited to, aspects of our web site support and maintenance, e-mails and member purchases and requests.

The personal information you provide may be shared with BSRCI agents, contractors or business partners for the purpose of performing services for BSRCI or the RetireRight Center (RRC).  Specifically, we share this information with BSRCI or RRC authorized facilitators and coaches only if you attend a telecourse, teleclass, in-person seminar, webinar or use our coaching services.  BSRCI and RRC will not sell, rent or lease your personal information to others for promotional purposes, without your personal consent.  None of the personal information collected is made accessible to the general public, without your personal consent.  

Different types of decisions or investments involve varying degrees of risk, and there can be no assurance that any decision will either be suitable or profitable for the site user.  BSRCI bears no responsibility for user personal decisions.

Your use of the BSRCI web site, including any dispute concerning privacy, is subject to this Privacy Policy and the terms above, including limitations on damages.  If you have any questions or concerns regarding this Policy, please contact BSRCI at info@retirerightcenter.org.

We reserve the right to modify this Privacy Policy at any time by posting any changes on this page.  Any such material changes to this Privacy Policy will be effective thirty (30) calendar days following our posting of notice of the changes on our web site.  You should check the web site frequently to see any recent changes to this policy.

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