Privacy Policy

Last Updated: June 2026

Flatirons Retirement & Benefit Strategies, LLC values your privacy. This Privacy Policy details how we collect, use, and protect your personal information.

What Personal Information is Collected

We may collect personal information that you voluntarily provide to us, including but not limited to your name, phone number, email address, and mailing address when you submit web forms, schedule an audit, or communicate with us.

How Personal Information is Used

Your personal information is utilized to provide you with financial strategy insights, schedule advisory appointments, deliver requested reports, and send relevant text messages or email communications regarding our services.

Who Personal Information is Shared With

We do not sell, rent, or lease your personal information to third parties. Information may only be shared with trusted service providers strictly necessary to perform operational business functions under confidentiality agreements.

Important SMS Consent Disclosure

SMS consent is not shared with third parties or affiliates under any circumstances. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS Terms & Conditions

By opting into SMS communications via our web forms, landing pages, or contact boxes, you agree to receive text messages from Flatirons Retirement & Benefit Strategies, LLC.

Expected Message Types

Users can expect to receive text messages regarding appointment reminders, consultation scheduling updates, resource library insights, and financial strategy alerts.

Important Disclosures

  • Messaging frequency may vary.
  • Message and data rates may apply.
  • To opt out at any time, text STOP to any message you receive from us.
  • For assistance, text HELP or visit our website at flatironsretirement.org.

Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages. You can view our Privacy Policy on this same page above or by navigating directly to our standard footer disclosures.