This Privacy Policy (the “Policy”) describes how we collect, use, share, and protect personal information at simplesuccessfinancial.com (the “Website”), which is owned and operated by 5 Rings Financial (“5 Rings Financial,” “we,” “us,” or “our”). The Website is published under the Simple Success Financial brand.
We believe your privacy matters, and we take reasonable precautions to safeguard your data. This Policy applies to your interactions with us through the Website, our online forms, social media, email, text messaging, and any other platform we make available for you to interact with us (collectively, our “Properties”), and to any resources, content, and features offered through those Properties (collectively, the “Offerings”).
By accessing or using our Properties or Offerings — for example, by submitting an interest form to request an introduction to a licensed professional — you agree that we may process your information as described in this Policy. If you do not agree, please do not use the Website or submit information to us.
Who we are, and what we do. Simple Success Financial is a referral service. We help individuals, families, and business owners connect with vetted, independently licensed financial and insurance professionals (our “partners”). We do not sell insurance, securities, or financial products ourselves, and we do not provide financial, tax, legal, or investment advice. When you request an introduction, we share your contact information with the partner best matched to your request so they can follow up with you directly.
What information we collect
We may collect the following categories of information:
- Contact information — your name, email address, phone number, and, where you provide it, your general location (such as your state) and a short description of what you are looking for. We collect this when you complete an interest form or otherwise contact us.
- Communications — the content of messages, emails, texts, or other communications you send to us or to a partner through our Properties.
- Website usage information — information about your visit, such as the pages you view, the links you interact with, and how you use the Website.
- Technical information — your IP address, device and browser identifiers, internet service provider, operating system, and similar device- or system-related details.
- General location — the general, non-precise location of your device, which we typically derive from your IP address.
Information you give us through our forms
When you submit an interest form on the Website, we collect and store your name, email address, phone number, and any additional details you choose to share about your goals. We use this information to respond to your request, to match you with an appropriate independently licensed partner, and to follow up with you as needed.
Information we collect automatically
When you use the Website, we (and the service providers who help us operate it) may use cookies, web beacons, and similar technologies to collect website usage information and technical information. We use this information to understand how the Website is used, to keep it secure, to make certain features available, and to measure and improve our marketing. You can control cookies through your browser settings and can opt out of certain processing as described under “Your rights and choices” below.
How we use your information
- To respond to your inquiries and requests;
- To match you with, and introduce you to, an independently licensed partner suited to your situation;
- To communicate with you about your request, including by email, phone, or text message;
- To operate, maintain, secure, and improve the Website and our Offerings;
- To send you information, updates, or marketing communications you may find relevant (you can opt out at any time); and
- To comply with applicable laws and to protect our rights, our team, and our infrastructure.
How we share your information
We do not sell your personal information. We may share your information in the following ways:
- With our partners. When you request an introduction, we share your contact information and the details you provide with the independently licensed professional(s) we match you to, so they can contact you directly. Those partners are independent businesses and handle your information under their own privacy practices.
- With service providers. We share information with vendors who help us operate our business — for example, our website host, our customer-relationship and form platform, and our analytics and marketing providers — who process it on our behalf and are bound to protect it.
- For legal and safety reasons. We may disclose information where required by law, to enforce our agreements, or to protect the rights, safety, and security of our users, our team, and our Properties.
How long we keep your information
We retain your information only for as long as needed for the purposes for which it was collected, unless a longer retention period is required or permitted by law — for example, to meet legal or contractual obligations, to resolve disputes, to protect the security of our team and infrastructure, or to offer you services or content we believe may be relevant to you. You can ask us to delete your information as described below.
Your rights and choices
Depending on where you live, privacy laws may give you certain rights over your personal information. To exercise any of these rights, please contact us using the details at the end of this Policy.
- Right to know and access. You may ask us what personal information we hold about you and request a copy of it.
- Right to correct. You may ask us to correct inaccurate personal information.
- Right to delete. You may ask us to delete personal information we hold about you. In some cases we may be unable to delete it — for example, where we must retain it to comply with the law or to establish or defend legal claims.
- Right to opt out. You may opt out of marketing communications at any time (see below).
- Right to non-discrimination. We will not discriminate against you for exercising any of your privacy rights.
Opting out of text messages
If you receive marketing or follow-up text messages from us, you can opt out at any time by replying STOP. You may receive a final confirmation message. This is consistent with the Telephone Consumer Protection Act (TCPA). Message and data rates may apply.
Opting out of marketing emails
Every marketing email we send includes an “Unsubscribe” link at the bottom, consistent with the CAN-SPAM Act. Click it to stop receiving further marketing emails from us.
How we protect your information
We use reasonable technical and organizational measures — such as encryption in transit, access controls, and retention policies — to help protect your information from unauthorized access. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. When submitting sensitive information, please confirm that your connection to the Website is secure.
Children’s privacy
The Website and our Offerings are intended for adults. We do not knowingly collect personal information from children under 18. If you believe a child has provided us information, please contact us and we will take appropriate steps to delete it.
Third-party links
Our Website and communications may contain links to third-party websites and resources, including those of our partners. We are not responsible for the privacy practices or content of those third parties. We encourage you to review their privacy policies before providing them with information.
Changes to this Policy
We may update this Policy from time to time. When we do, we will revise the “Effective” date above and, where appropriate, make reasonable efforts to notify you of material changes. Your continued use of the Website after an update means you accept the revised Policy.
How to contact us
If you have any questions about this Policy or wish to exercise your privacy rights, you can reach us at:
5 Rings Financial
10268 W Centennial Rd, Ste 302
Littleton, CO 80127
Email: susan@planwithrichards.com
Please include “Privacy Inquiry” in the subject line so we can route your request appropriately. We will make reasonable efforts to respond within the timeframes required by applicable law. To protect your privacy, we may need to verify your identity — for example, by matching the name and email you provide against our records — before acting on your request.