Privacy Policy
Effective Date: July 24, 2026
Retirement Capital Planners, LLC (“RC Planners,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and share personal information through our website, www.rcplanners.com, and through certain business communications with us.
This policy does not replace the RC Planners Client Privacy Notice provided to advisory clients under applicable financial-services privacy laws.
Information We Collect
We may collect personal information that you provide directly to us, including:
- Name, email address, telephone number, mailing address, and other contact information
- Information you submit through our contact forms, appointment requests, emails, text messages, or other communications
- Information relating to your interest in our services or your financial-planning goals
- Communication preferences, including text-message preferences and opt-out requests
We also may collect limited technical information when you use our website, such as your IP address, browser type, device information, pages visited, and the date and time of your visit. We may use cookies or similar technologies to help operate, secure, and improve our website.
How We Use Information
We may use personal information to:
- Respond to questions, appointment requests, and other inquiries
- Schedule Exploratory Calls and communicate about requested services
- Provide client service and maintain business records
- Send service-related communications, including appointment reminders and requested information
- Improve our website, services, communications, and client experience
- Protect against fraud, maintain security, and comply with legal, regulatory, and recordkeeping obligations
How We Share Information
RC Planners does not sell your personal information.
We may share personal information with service providers and contractors that support our business operations, such as technology, website, communication, scheduling, recordkeeping, compliance, and professional service providers. These parties may use information only as necessary to provide services to RC Planners or to comply with applicable law.
We also may disclose information when required by law, regulation, subpoena, court order, regulatory examination, or to protect the rights, property, security, or safety of RC Planners, our clients, or others.
Mobile Information and Text Messaging
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. Text messaging originator opt-in data and consent will not be shared with any third parties.
If you provide your mobile number and consent to receive text messages from RC Planners, we may send messages related to appointments, client service, requested information, and other business communications. Message frequency varies. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP. For assistance, reply HELP or contact us at info@rcplanners.com or (804) 372-7337. Your consent to receive text messages is not a condition of purchasing services from RC Planners.
Cookies and Third-Party Websites
Our website may use cookies or similar technologies to support website functionality, understand website use, and improve the visitor experience.
Our website may include links to third-party websites or services, including scheduling and client-portal providers. Those websites operate under their own privacy policies, and RC Planners is not responsible for their privacy practices.
Data Security and Retention
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No system or internet transmission is completely secure.
We retain personal information for as long as reasonably necessary for the purposes described in this policy, including to meet legal, regulatory, compliance, and recordkeeping obligations.
Your Privacy Choices and Rights
You may contact us to request access to, correction of, or deletion of personal information that we hold about you, subject to applicable law and regulatory recordkeeping requirements.
Certain information may be exempt from these requests, including information covered by financial-services privacy laws or information we must retain for legal, regulatory, compliance, fraud-prevention, or recordkeeping purposes.
RC Planners does not sell personal information or share personal information for cross-context behavioral advertising.
Children’s Privacy
Our website and services are not directed to children under age 13. We do not knowingly collect personal information from children through this website.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
For questions about this Privacy Policy or RC Planners’ privacy practices, contact:
Retirement Capital Planners, LLC
4860 Cox Road, Suite 200
Glen Allen, VA 23060
Phone: (804) 372-7337
Email: info@rcplanners.com