Privacy Policy

Family Retirement Services and FRS Investment Advisors, LLC (“FRS,” “we,” “our,” or “us”) respect your privacy. This policy applies to information processed through familyretirementservice.com and related communications.

Information we may collect

Information depends on how you use the website and may include:

• Contact information you provide, such as your name, email address, and telephone number.
• Communications, appointment requests, guide requests, or other information you choose to submit.
• Technical information such as IP address, browser type, device type, operating system, referring pages, and dates and times of access.
• Website usage information collected through cookies, analytics tools, pixels, or similar technologies.

How we may use information

We may use information to respond to requests, schedule meetings, provide requested materials, operate and improve the website, measure engagement, maintain security, comply with legal obligations, and communicate about services or events where permitted by law.

How information may be shared

We may share information with service providers that support website hosting, scheduling, analytics, communications, security, or business operations. We may also disclose information when required by law, to protect rights or safety, or in connection with a business transaction. Service providers are expected to use information only for the services they provide to us.

Cookies and analytics

The website may use cookies and similar technologies for essential functionality, performance measurement, and analytics. Browser settings can often be used to block or delete cookies, although some features may not operate correctly afterward.

Your choices

You may opt out of marketing emails by using the unsubscribe link in the message or contacting us. You may also contact us to request access, correction, or deletion of information, subject to applicable law and recordkeeping requirements.

Data security and retention

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure. We retain information for as long as reasonably necessary for the purposes described in this policy and to meet legal, regulatory, or business requirements.

Third-party services and links

The website may link to or embed services operated by others, such as Calendly or analytics providers. Their privacy practices are governed by their own policies, and FRS is not responsible for third-party websites.

Children’s privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

Changes to this policy

We may update this policy periodically. The date at the top indicates the most recent revision.

Contact us

Questions or requests may be directed by telephone to 800-377-4027 or discussed during a scheduled Tax-Aware Planning Conversation.