Effective Date: 03/02/2026
We collect information you provide directly to us, such as when you fill out a form on our website to request retirement planning information. This may include your name, email address, and mobile phone number.
We use the information we collect to:
Provide, maintain, and improve our retirement planning services.
Send you technical notices, updates, and support messages.
Communicate with you about services, offers, and events offered by Sun State Partners.
Sun State Partners is committed to protecting your privacy. Regarding SMS/mobile communication:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All other categories of personal data exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
You can opt-out of mobile communications at any time by replying STOP to any message you receive from us.
We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the Internet or via mobile network is 100% secure.
Our website may contain links to third-party websites (such as financial calculators or government resources). We are not responsible for the privacy practices or content of these third-party sites.
You may opt-out of receiving promotional emails or text messages from Sun State Partners by following the instructions in those messages. If you opt-out, we may still send you non-promotional communications, such as those about your ongoing account or our continued business relations.
If you have any questions about this Privacy Policy, please contact us at: Sun State Partners 2681 Kavalier Dr. Palm Harbor, FL 34684 | [email protected] | 888-909-5428