Terms of service.
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
Page 2: SMS Terms & Conditions
SMS Terms & Conditions
Effective Date: August 20, 2026
Stanley Wealth & Retirement (“Stanley Wealth,” “we,” “us,” or “our”) offers an SMS text-message program for clients, prospective clients, and event attendees. These SMS Terms & Conditions explain how the program works and your choices when you opt in.
By opting in to receive SMS messages from Stanley Wealth & Retirement, you agree to these SMS Terms & Conditions.
SMS Program Summary
Program name: Stanley Wealth & Retirement SMS
Sender: Stanley Wealth & Retirement
Message types: Informational and promotional messages
Frequency: Varies; promotional messages are typically 2–8 per month, while informational messages are sent as needed
Cost: Message and data rates may apply
Opt out: Reply STOP to any message
Help: Reply HELP or call (941) 316-1600
Consent: Consent is not required as a condition of purchasing services, receiving advisory services, or attending an event.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx
Types of Messages
Depending on the type of consent you provide, you may receive:
Informational or transactional messages, including:
Appointment confirmations and reminders
Event logistics, schedule changes, and registration updates
Follow-up instructions after consultations
Account-related notifications
Responses to questions or requests
Promotional or marketing messages, including:
Retirement education workshop and dinner-event invitations
Webinar announcements and registration reminders
Educational retirement-planning content
Seasonal planning reminders and financial education
News and updates from Stanley Wealth & Retirement
How to Opt In
You may opt in to receive SMS messages by:
Checking the applicable consent box on a website form, event-registration form, landing page, or other form
Providing verbal consent to a Stanley Wealth & Retirement team member, where permitted and documented
Texting a designated keyword to a Stanley Wealth & Retirement SMS number, if offered
Where separate consent options are presented, informational and promotional SMS consent are separate. Choosing one does not automatically enroll you in the other.
You represent that you are the mobile account holder or have the account holder’s permission to enroll the mobile number provided.
Message Frequency and Charges
Message frequency varies based on your interactions with us, event registrations, appointments, and message preferences.
Informational messages are generally sent as needed. Promotional messages are generally sent periodically and may typically range from 2 to 8 messages per month.
Message and data rates may apply according to your wireless plan. Charges are determined by your mobile carrier, not Stanley Wealth & Retirement. Carriers are not liable for delayed or undelivered messages.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx
How to Opt Out
You may opt out of SMS messages at any time by replying STOP to any message from us. You may also contact us at (941) 316-1600 or info@stanleywealthandretirement.com and provide the mobile number you wish to remove.
After you opt out, we may send one final confirmation message. You will not receive additional SMS messages unless you opt in again.
If your system supports category-specific SMS preferences, you may use the applicable opt-out instruction provided in the message or contact us directly for assistance.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx
Help and Support
For help with the SMS program:
Reply HELP to a message from us
Call (941) 316-1600 during normal business hours
Email info@stanleywealthandretirement.com
SMS Privacy
When you opt in to our SMS program, we may collect:
Your mobile phone number
Your name and email address, if provided
The date, time, and method by which you opted in
The category of messages you agreed to receive
Your message interactions, including HELP and STOP requests
We use this information to deliver the SMS messages you requested or agreed to receive, maintain consent and opt-out records, respond to support requests, improve program administration, and comply with legal and regulatory obligations.
We do not sell, rent, trade, or share your mobile phone number or SMS opt-in information with third parties or affiliates for their own marketing or promotional purposes. Mobile information may be shared with service providers solely as necessary to deliver and support our SMS program, and those providers must use the information only for that purpose.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx
We retain SMS opt-in, opt-out, and related records for at least four years, or longer when necessary to meet legal, regulatory, compliance, or business-record obligations. If you opt out, we retain appropriate suppression information to help ensure that your number is not accidentally re-enrolled or messaged without new consent.Stanley_Wealth_SMS_Terms_and_Privacy_Policy-1.docx
For more information about how Stanley Wealth & Retirement handles personal information outside the SMS program, please review our Privacy Policy.
Consent Is Voluntary
Your decision to receive text messages is voluntary. You are not required to agree to receive SMS messages in order to receive financial advisory services, request information, attend an event, or do business with Stanley Wealth & Retirement.
Changes to These Terms
We may update these SMS Terms & Conditions to reflect changes to our SMS program, operational practices, or applicable requirements. We will post the revised terms on this page and update the Effective Date. Where required, we will provide notice of material changes.
Contact Us
For questions about the SMS program or these terms, contact:
Stanley Wealth & Retirement
Sarasota, Florida
Phone: (941) 316-1600
Email: info@stanleywealthandretirement.com