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Privacy Policy

Last Updated: February 25, 2026

1. Introduction

RothRoadmap ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide through our website at rothroadmap.org (the "Site") and related services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

2. Information We Collect

We collect information you voluntarily provide when using our assessment tool or contacting us, including:

  • Personal Identifiers: First name, last name, email address, and mobile phone number.
  • Financial Information: General retirement account balances, income estimates, risk tolerance, and retirement status (used solely for generating your personalized Roth conversion analysis).
  • Communication Preferences: Your consent choices regarding how we may contact you.
  • Usage Data: IP address, browser type, pages visited, and interaction data collected automatically through cookies and analytics tools.

3. How We Use Your Information

We use your information to:

  • Generate and deliver your personalized Roth IRA conversion roadmap.
  • Communicate with you via email, SMS/text messages, and AI-powered voice calls regarding your assessment results, account updates, educational content, and related services.
  • Improve our website, services, and user experience.
  • Comply with legal obligations.

4. AI-Powered Communications

RothRoadmap uses artificial intelligence ("AI") technology to enhance our communications with you. By providing your contact information and consent, you acknowledge and agree that:

  • AI Voice Calls: You may receive telephone calls that utilize AI-generated or AI-assisted voice technology. These calls may sound like a human but are generated or assisted by AI systems.
  • AI Email: Emails you receive may be composed, personalized, or optimized using AI technology.
  • AI SMS/Text: Text messages may be generated or personalized using AI systems.

All AI-powered communications will be clearly identified as such where required by applicable law.

5. SMS/Text Messaging Terms

By providing your mobile phone number and checking the consent box on our registration form, you expressly consent to receive recurring SMS/text messages from RothRoadmap, including messages sent using automated technology. These messages may include:

  • Your personalized assessment results and conversion roadmap updates.
  • Educational content about Roth IRA conversions and retirement planning.
  • Appointment reminders and service notifications.
  • Marketing and promotional messages about our services.

Message frequency varies. Message and data rates may apply. Your carrier's standard messaging rates apply.

Opt-Out: You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you will receive a confirmation message and no further texts will be sent.

Help: Reply HELP for assistance or contact us at the information below.

Your consent to receive SMS messages is not a condition of purchasing any goods or services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Voice Call Disclosure

By providing your phone number and consent, you agree to receive calls, including calls made using AI-assisted voice technology and/or automated dialing systems, at the phone number you provided. You may revoke this consent at any time by contacting us or following the opt-out instructions provided during any call.

7. Data Sharing & Disclosure

We do not sell your personal information. We may share your information with:

  • Service Providers: Third-party vendors who assist with email delivery, SMS messaging, voice communications, analytics, and hosting — bound by contractual obligations to protect your data.
  • Legal Requirements: When required by law, regulation, or legal process.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets.

Notwithstanding the above, text messaging originator opt-in data and consent will not be shared with any third parties or affiliates for marketing or promotional purposes.

8. Data Security

We implement industry-standard security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

9. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law. You may request deletion of your data at any time by contacting us.

10. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, delete, or port your personal data. To exercise these rights, contact us using the information below.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site after changes constitutes acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, contact us at:

RothRoadmap (a service of ProVision Brokerage, LLC)
Email: support@rothroadmap.org
Website: rothroadmap.org

Roth Roadmap

© 2026 RothRoadmap. All rights reserved.

RothRoadmap is a service of ProVision Brokerage, LLC. · (888) 776-7590

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RothRoadmap provides educational information only and does not constitute financial, tax, or legal advice. By providing your contact information, you consent to receive communications via email, SMS, and AI-powered voice calls. Msg & data rates may apply. Reply STOP to opt out of texts.