Privacy Policy

You consent to the data practices described in this statement; We are committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to the Grove Wealth Consulting, LLC affiliated Websites and governs data collection and usage when using any of the Grove Wealth Consulting, LLC websites such as this Tax-Smart-Retirement.com website:

Collection of your Personal Information:

Grove Wealth Consulting, LLC uses your personally identifiable information to inform you of other products or services available from Grove Wealth Consulting, LLC and its affiliates. Grove Wealth Consulting, LLC may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered. Grove Wealth Consulting, LLC may share your personal information only with affiliated representatives and only if you ask an expert or reach out to a representative through our affiliated websites.

Grove Wealth Consulting, LLC does not sell, rent or lease its customer lists to third parties. Grove Wealth Consulting, LLC may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, your unique personally identifiable information (e-mail, name, address, telephone number) is not transferred to the third party. In addition, Grove Wealth Consulting, LLC may share data with trusted partners to help us perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Grove Wealth Consulting, LLC , and they are required to maintain the confidentiality of your information.

Grove Wealth Consulting, LLC does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent. Grove Wealth Consulting, LLC keeps track of the Websites and pages our customers visit within Grove Wealth Consulting, LLC affiliated websites, in order to determine what Grove Wealth Consulting, LLC services are the most popular. This data is used to deliver customized content and advertising within Grove Wealth Consulting, LLC to customers whose behavior indicates that they are interested in a particular subject area. Grove Wealth Consulting, LLC Websites will disclose your personal information, without notice, only if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Grove Wealth Consulting, LLC or the site; (b) protect and defend the rights or property of Grove Wealth Consulting, LLC ; and, (c) act under exigent circumstances to protect the personal safety of users of Grove Wealth Consulting, LLC , or the public.

Security of your Personal Information:

Grove Wealth Consulting, LLC secures your personal information from unauthorized access, use or disclosure. Grove Wealth Consulting, LLC secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure.

Changes to this Statement:

Grove Wealth Consulting, LLC will occasionally update this Statement of Privacy to reflect company and customer feedback. Grove Wealth Consulting, LLC encourages you to periodically review this Statement to be informed of how Grove Wealth Consulting, LLC is protecting your information.

Contact Information:

Grove Wealth Consulting, LLC welcomes your comments regarding this Statement of Privacy. If you believe that Grove Wealth Consulting, LLC has not adhered to this Statement, please contact Grove Wealth Consulting, LLC at CONTACT PAGE. We will use commercially reasonable efforts to promptly determine and remedy the problem.

IMPORTANT DISCLAIMER & LEGAL DISCLOSURE

Educational and Informational Purposes Only. Tax-Smart-Retirement.com (referred to as "this Website") does not provide tax, legal, accounting, investment, or financial advice. The phrase "Tax-Smart" and the domain name "tax-smart-retirement.com" refer strictly to the tax-advantaged and tax-sheltered characteristics of certain insurance products under federal tax law, and do not imply, guarantee, or state that an individual will pay zero total taxes in retirement.

Tax-Smart-Retirement.com is a marketing website designed to educate consumers. It does not make specific product recommendations or financial offers. Prospects who opt-in for more information may be referred to a state-licensed insurance agent who has paid a fee to receive the referral information. These independent agents are not employees of this Website and may recommend products over which this Website has no control.

All content on this Website ("website content") strictly refers to insurance products offered by a state-licensed agent. This website content does not constitute an offer to buy, sell, or exchange securities and should not be the sole basis for financial decisions.

Discussions in this advertisement are general in nature, based on various assumptions, and do not guarantee future performance. The appropriate type and amount of insurance depend on individual circumstances, financial situation, and needs. This advertisement is not a formal illustration of any specific life insurance policy or annuity. Terms and conditions of life insurance products are subject to change by the issuing insurer. Individuals should seek consultation with a qualified financial professional before making decisions about any recommended product.

Meta Platforms Disclaimer: This site is not a part of the Facebook™ website or Meta Platforms, Inc. Additionally, this site is NOT endorsed by Meta™ in any way. FACEBOOK™ and META™ are trademarks of META PLATFORMS, INC. For additional information, please review the Terms of Use, Privacy Policy, and Important Disclaimers on this website.

Communications:

By providing the requested information and clicking "Submit," I provide my signature expressly consenting to contact from Tax Smart Retirement representative: at the number I provided regarding products or services associated with Tax Smart Retirement via live, automated or prerecorded telephone call, text message, or email (even if registered on the DNC). I understand that my telephone company may impose charges on me for these contacts, and I am not required to enter into this agreement as a condition of purchasing property, goods, or services. I understand that I can revoke this consent at any time.

We take your privacy seriously and do not sell, rent, or share your personal information with third parties for their own marketing, advertising, or commercial purposes. We will only send you messages related to the products or services you have requested, and we will not share your mobile number with any third-party organizations. We may send messages to you at a frequency that we determine to be appropriate, but you can opt out of receiving messages at any time by replying UNSUBSCRIBE to any message. Standard message and data rates may apply.