Privacy Policy

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Effective Date: February 2025

At Erdman Family Legacy and Retirement Services LLC, your privacy is our priority. This Privacy Policy explains how we collect, use, and protect your personal information when you use our services.

• Personal Information: Name, email, address, phone number, financial information, etc.
• Usage Data: IP address, browser type, and interactions with our website.

• To provide and improve our services.
• To process transactions and verify your identity.
• To send promotional or informational communications (you may opt out anytime).

We do not sell or rent your information. We may share it with:

• Third-party service providers (e.g., payment processors, analytics).
• Legal authorities, if required by law.

You can access, correct, or delete your personal information by contacting us at +1 (515) 218-9733.

For more details, please contact info@erdmanfamilylegacy.com.

General Terms and Conditions
Effective Date: February 2025

Welcome to Erdman Family Legacy and Retirement Services LLC. By accessing our website and using our services, you agree to the following terms:

• You must be at least 18 years old to use our services.
• The information you provide must be accurate and up to date.

• We are not responsible for financial decisions made based on our services.
• Our services are provided "as is," with no warranties, express or implied.

• By subscribing to Erdman Family Legacy and Retirement Services LLC SMS services, you agree to receive text messages from us. These messages provide status updates on projects and improve overall customer experience.
• For HELP, please contact us at (515) 218-9733.
• To opt-out, reply with "STOP" at any time. A confirmation message will be sent. To re-subscribe, reply "START".
• Message frequency may vary. Standard message and data rates may apply.

• We implement encryption and other security measures to protect your data.
• No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.
• Text messaging originator opt-in data and consent will not be shared with third parties.
• If you opt into SMS communications, you will receive automated messages related to promotional offers, coupons, and information related to your account.
• Consent to Receive Automated Messages: Your consent is not a condition of purchase or service use.
• Wireless Carrier Rates & Services: Wireless carrier message and data rates may apply. Wireless carriers are not liable for delayed or undelivered messages.
• Confidentiality: Your mobile number will remain confidential and will only be used for operational purposes with our service providers.

• Do not use our platform for illegal activities or to harm others.
• Protect your account credentials and notify us immediately of unauthorized access.

We reserve the right to suspend or terminate your account for violations of these terms.

We may update these terms periodically. Continued use of our services constitutes acceptance of the revised terms.

For inquiries, contact us at info@erdmanfamilylegacy.com.