1. Introduction

Thank you for choosing Rollover Helper (“us,” “we,” or “our”). This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you access and use our website and services.

2. Information We Collect

2.1. Personal Information: When using our service, we may collect personal information, such as your name, email address, and other details necessary to provide you with our services.

2.2. Quiz information: Information provided during the Retirement Optimizer Quiz, including financial details and investment preferences, is collected to generate personalized recommendations.

2.3. Self-Directed IRA Assistance: If you opt for our assistance in rolling over retirement funds into a self-directed IRA with Sovereign Gold, LLC, additional personal and financial information may be collected to facilitate this process.

3. How We Use Your Information

3.1. We use your personal information to provide and improve our services, including customizing recommendations based on the information you provide.

3.2. Information related to the self-directed IRA process is used to facilitate the arrangement with Sovereign Gold, LLC, and to provide you with relevant assistance.

3.3. We may use aggregated and anonymized data for statistical and analytical purposes to enhance our services.

4. Data Security

4.1. We prioritize the security of your personal information and implement industry-standard measures to protect against unauthorized access, disclosure, alteration, and destruction.

5. Third-Party Disclosure

5.1. We do not sell, trade, or otherwise transfer your personal information to outside parties. This does not include trusted third parties who assist us in operating our website or providing services, such as Sovereign Gold, LLC, as long as they agree to keep this information confidential.

6. Cookies

6.1. We may use cookies to enhance your experience on our website. You can choose to disable cookies through your browser settings.

7. Third-Party Links

7.1. Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

8. Compliance with Laws

8.1. We may disclose your information as required by law or to comply with legal obligations.

9. Changes to Privacy Policy

9.1. We reserve the right to modify this Privacy Policy at any time. Changes will be effective upon posting on our website.

10. Your Consent

10.1. By using our website and services, you consent to our Privacy Policy.

If you have any questions or concerns regarding this Privacy Policy, or the self-directed IRA process with Sovereign Gold, LLC, please contact us at support@rolloverhelper.com.