Privacy Policy

America One Retirement values their clients’ and website visitors’ privacy. America One Retirement, henceforth known as “the Company” has established this Privacy Policy to explain how the Company receives, uses and shares information you may provide, either directly or indirectly, in accordance your access to this Website (may also be referred to as the Site).


This Notice describes how  our Site may collect, use and share information from or about you, and explains how information may be collected and used for advertising and tracking purposes.

By actively using the Site or providing and submitting any information to us, you acknowledge that you are over the age of 18, you are in the United States and you consent to our use and sharing of information collected or submitted as described in this Privacy Policy. The Site is intended for use only by individuals over the age of 18 who are accessing the Site from inside the United States. This Privacy Policy is incorporated into and is subject to the Site’s Terms of Use. By using the Site, you expressly consent to the terms of this Privacy Policy and the information handling practices described herein.



In connection with your use of this Site, we may collect both personally and non-personally identifiable information. Personal information means personally identifiable information such as information you provide via forms, surveys, applications or other online fields including name, postal or email addresses, telephone, fax or mobile numbers, or account numbers.

Non-personally identifiable information may include, for example, your IP address, browser type, domain names, access dates and similar information. Both types of information will be collectively referred to as “Information” henceforth.


We may collect information from you through your voluntary submission to receive offers, newsletters, or other services from the Site or access to certain resources on the Site.

We also may collect information from your browser when you use the Site through a variety of methods. The Information collected with these automated methods may include:

  • Device type
  • Actions performed on pages
  • Your IP address,
  • Cookie information,
  • A unique device or user ID,
  • Browser type,
  • System type,
  • The content and pages that you access on the Site,
  • And the “referring URL” (i.e., the page from which you navigated to the Site). Websites visited before visiting the Site might place Information within the URL of your browser during a visit to that previous website. We may unintentionally collect that Information as part of referring URL information.

Cookies are pieces of information stored directly on the device you are using. Cookies we use do not contain or capture unencrypted Information.We use the information for security purposes, to facilitate navigation, to display information more effectively, to personalize/tailor your experience while engaging with us, and to recognize your device to allow your use of our online products and services.

We may also use cookies on the Site to recognize you and to store references to you and session validators on your hard drive. We may use passively collected information to administer, operate and improve the Site and our other services and systems, and to provide services and content that are tailored to you. Otherwise, we use information collected by passive means in aggregated or other non-personally identifiable forms.


We may use the information you provide to us for any purpose, including but not limited to:

(1) Providing you with books, forms or any other materials that you have requested,

(2) Contacting you for the potential purchase of financial products or materials,

(3) Personalizing our contact with you,

(4) Operating, providing, improving and maintaining the Site,

(5) Developing new products and services,

(6) Preventing abusive and fraudulent use of the Site,

(7) Sending you administrative messages, content and other services and features in which we believe you may be interested; and for any other administrative and internal business purposes permitted by law.

We may share your Information with third parties that assist us in operating our business and servicing our clients. We may also disclose Information if, in good faith, it is believed that doing so is required by a subpoena or other judicial or administrative order or otherwise required by law. Additionally, we may disclose Information if, in good faith, we deem it appropriate or necessary to prevent violation of the Site’s Terms of Use or our other agreements; take precautions against liability; protect our rights, property, or safety, or of any individual, or the general public; maintain and protect the security and integrity of our services or infrastructure; protect ourselves and our services from fraudulent, abusive or unlawful uses; investigate and defend ourselves against third-party claims or allegations; or assist government enforcement agencies.


Your provision of information to us through the Website will be considered granting permission for us to contact you through any of the provided means (including, but not limited to: mail, phone, text message, fax, etc.).

You have the right to opt out of further promotional contact from us. If, at any time, you desire to be removed from an email mailing list, please send your request to America One Retirement, using our forms on the Site, or calling us. It can take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.


We maintain a variety of security measures to protect against the loss, misuse and alteration of Information under our control. Unfortunately, we cannot guarantee that it will remain free from unauthorized access, use, disclosure or alteration despite our best efforts. Further, we cannot guarantee that our Site’s security measures will prevent unauthorized persons from accessing or obtaining this information. We assume no liability to you or any other party in relation to the unauthorized access, use or alteration of any information provided to us.

If we become aware of a security breach or one occurs, we may attempt to notify you electronically so that you can take appropriate preventative actions. By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us.



We may update or amend this Privacy Policy at any time. No prior notice of any update or amendment is required, and all updates or amendments are effective upon posting. We encourage you to periodically review this Privacy Policy to stay informed about our collection, use and disclosure of Information on the Site. Your continued use of the Site constitutes your agreement to this Privacy Policy and any updates.

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    America One Retirement is a local stock market alternative financial advising company. Our focus is on our client’s interests first. When we meet, you can rest assured that your retirement is in the best possible care. We will design a personal income plan to fit your needs. America One Retirement offers a comprehensive approach when developing your financial strategy in addition to reserve funding strategies, private placement offers and a full spectrum of insurance-based products; all to ensure a relaxing and financially secure retirement.
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