This Privacy Policy describes how Matteson Group LLC (“we,” “us,” or “our”) collects, uses, and protects your personal information when you visit our websites, submit forms, request information, or schedule appointments.
We may collect personal information including, but not limited to:
Name
Email address
Phone number
Information you voluntarily provide related to insurance, retirement, or Social Security questions
Information is collected when you:
Submit a form
Request information
Schedule an appointment
Communicate with us by phone, email, or text message
We use your information to:
Respond to inquiries and requests
Schedule and manage appointments
Provide educational information related to insurance, Social Security, retirement, and financial planning topics
Communicate by phone, email, or text regarding your request
Improve our services and communication
By submitting your contact information, you consent to receive communications from us, which may include:
Appointment confirmations and reminders
Follow-up messages related to your request
Educational or informational messages
Message and data rates may apply.
You may opt out of text messages at any time by replying STOP.
You may opt out of emails by using the unsubscribe link provided.
We do not sell, rent, or trade your personal information.
We may share information only as necessary to:
Provide requested services
Comply with legal or regulatory requirements
Work with trusted service providers who assist in operating our business
We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, misuse, or disclosure.
No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Our websites may use cookies, pixels, or similar technologies to:
Improve user experience
Measure website performance
Support advertising and analytics
You may adjust your browser settings to refuse cookies, though this may affect site functionality.
Our websites may contain links to third-party websites.
We are not responsible for the privacy practices or content of those sites.
Information provided is for educational purposes only and does not constitute legal, tax, or financial advice.
We are not affiliated with or endorsed by the Social Security Administration or any government agency.
We may update this Privacy Policy from time to time.
Updates will be posted on this page with the revised effective date.
If you have questions about this Privacy Policy, you may contact us at:
Matteson Group LLC
Phone: 702-605-6038