Data Privacy Statement

LifeSpend Planner – Data Privacy Statement

At LifeSpend Planner, your privacy and trust are extremely important to us. We are committed to protecting the personal and financial information you share and to using it responsibly, transparently, and only for its intended purpose.

Information We Collect

We may collect personal, financial, and demographic information that you voluntarily provide, including but not limited to:

  • Contact information (such as name, email address, and phone number)

  • Financial information relevant to retirement spending and income planning

  • Demographic or lifestyle assumptions used to model lifetime spending scenarios

We collect only the information necessary to deliver our planning services.

How We Use Your Information

Your information is used solely to:

  • Create and deliver your LifeSpend Plan

  • Communicate with you about your plan or related services

  • Improve our planning tools, models, and client experience

LifeSpend Planner focuses specifically on the decumulation phase of lifetime financial planning and may be used independently or alongside other financial planning services.

Information Sharing

We do not sell, rent, or trade your personal information.

Your data will only be shared:

  • With your explicit consent, or

  • When required by law

Any third-party tools or service providers used to support our operations are expected to maintain appropriate confidentiality and data protection standards.

Data Security

We take reasonable administrative, technical, and organizational measures to safeguard your information against unauthorized access, disclosure, or misuse.

Your Control and Rights

You may request to:

  • Review or update your information

  • Have your information corrected or deleted, subject to applicable laws

  • Withdraw consent for future use of your information

Requests can be made by contacting LifeSpend Planner directly.

Updates to This Statement

This Data Privacy Statement may be updated periodically to reflect changes in our practices or legal requirements. The most current version will always be available upon request or on our website.

Contact Us

If you have any questions about this Data Privacy Statement or how your information is handled, please contact:

LifeSpend Planner

TimSchiltz@lifespendplanner.com