Privacy Policy
Effective Date: August 20, 2026

Stanley Wealth & Retirement (“Stanley Wealth,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal information collected through our website, communications, events, and services.

This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices available to you. This policy applies to information collected through our website, including StanleyRetirement.com, and through related online forms, event registrations, email communications, and text-message programs. It does not apply to information collected through third-party websites or services that are governed by their own privacy policies.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

• Name, mailing address, email address, and phone number

• Information submitted through contact forms, appointment requests, event registrations, or other website forms

• Information you provide when communicating with us by phone, email, text message, or other means

• Appointment, consultation, registration, and event-related details

• Any other information you choose to provide to us

We may also automatically collect certain technical information when you use our website, such as your IP address, browser type, device type, pages viewed, referring website, date and time of access, and other usage information. We may collect this information through cookies, web beacons, analytics tools, and similar technologies.

How We Use Information

We may use personal information to:

• Respond to inquiries and provide requested information

• Schedule, confirm, and remind you about appointments, consultations, classes, workshops, and events

• Register you for events or educational programs

• Deliver client service, administrative communications, and support

• Send communications you have requested or consented to receive, including email and SMS messages

• Improve our website, communications, services, events, and user experience

• Maintain business records and comply with legal, regulatory, and recordkeeping obligations

• Help protect against fraud, unauthorized activity, and security incidents

How We Share Information

We do not sell or rent your personal information.

We may share information with service providers that help us operate our business and provide services, such as website hosting providers, CRM providers, email platforms, event-registration tools, and SMS service providers. These providers may access personal information only as necessary to perform services on our behalf and are expected to protect it appropriately.

We may also disclose information:

• When required by law, regulation, subpoena, court order, or regulatory request

• To protect the rights, property, security, or safety of Stanley Wealth, our clients, website visitors, or others

• In connection with a merger, acquisition, financing, reorganization, sale of assets, or other business transfer, subject to applicable legal requirements

Cookies and Analytics

Our website may use cookies and similar technologies to support website functionality, understand how visitors use our site, and improve user experience. Cookies are small data files stored by your browser.

You may be able to control cookies through your browser settings. Please note that disabling cookies may affect certain features or functionality of the website.

If we use third-party analytics or advertising providers, those providers may collect information in accordance with their own privacy policies. We encourage you to review the privacy policies of any third-party websites or services you visit.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure. However, no internet transmission or electronic storage system is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, respond to requests, maintain business records, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

Retention periods may vary based on the type of information, the purpose for which it was collected, and applicable legal or regulatory requirements.

Children’s Privacy

Our website and services are not directed to children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, please contact us so we can take appropriate action.

Your Privacy Choices

Depending on your state of residence and applicable law, you may have rights to request access to, correction of, or deletion of certain personal information we hold about you. You may also opt out of marketing communications as described in the communication you receive.

To make a privacy-related request, contact us using the information below. We may need to verify your identity before fulfilling certain requests.

SMS Privacy

If you opt in to receive text messages from Stanley Wealth & Retirement, we may collect and maintain your mobile phone number, name and contact details if provided, opt-in date and method, message preferences, and SMS interactions such as HELP and STOP requests.

We use this information to send the text-message communications you have agreed to receive, maintain opt-in and opt-out records, respond to support requests, and administer our SMS program.

No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes. We may share SMS-related information with service providers that deliver messages on our behalf, where necessary to operate the program and subject to appropriate confidentiality and security obligations.

You can opt out of SMS messages at any time by replying STOP to a message. For help, reply HELP or call us at (941) 316-1600. For complete SMS program terms, please review our SMS Terms & Conditions page. Our SMS-specific data practices and retention approach are described in that policy.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and revise the Effective Date above. Your continued use of our website or services after the updated policy is posted is subject to the revised policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact:

Stanley Wealth & Retirement
Sarasota, Florida
Phone: (941) 316-1600
Email: info@stanleywealthandretirement.com