Privacy Policy

This page explains what personal information newhorizonretirements.com collects, why we collect it, where it is stored, and how to request access or deletion. We keep it in plain English.

What we collect

If you book a Discovery Session or send us a message, we collect the contact details you provide, such as your name, email address, phone number, and anything you choose to tell us about your situation. If you subscribe to our updates, we collect your email address.

Why we collect it

We use this information to respond to you, schedule and prepare for your Discovery Session, and send the updates you asked for. We do not sell your personal information.

The assistant on this site

The chat assistant on this site is powered by a third-party AI provider. Conversations may be processed to generate responses. Do not share account numbers, Social Security numbers, or other sensitive identifiers in the chat. For anything specific to your accounts, we will talk with you directly.

Where it is stored

Contact and scheduling information is stored in our client management system. Newsletter email addresses are stored with our email provider. These providers maintain their own security and privacy practices.

Your choices

You can unsubscribe from our emails at any time using the link in any email. You can request access to, correction of, or deletion of your personal information by emailing admin@nh-rs.com.

A note on advice

This website is educational. It does not provide individualised investment, tax, or legal advice. New Horizon Retirement Advisors provides advisory services through duly registered Investment Advisor Representatives. All investments carry risk, including the potential loss of principal.

Contact

Questions about this policy? Email admin@nh-rs.com.