Privacy Policy

Last Updated: June 2026

Retirement Of Your Dreams™ is a marketing brand of Jason Bergquist Financial, LLC ("Company," "we," "our," or "us"). We respect your privacy and are committed to protecting the personal information you provide through this website.

This Privacy Policy explains how we collect, use, protect, and disclose information when you visit RetirementOfYourDreams.com and interact with our services.

Information We Collect

We may collect information that you voluntarily provide through forms, appointment scheduling tools, educational resources, event registrations, webinar registrations, book purchases, downloads, surveys, or other communications.

Information collected may include:

Name
Email address
Telephone number
Mailing address
Information submitted through forms or questionnaires
Appointment information
Other information you voluntarily provide

We may also automatically collect certain information when you visit our website, including:

IP address
Browser type
Device information
Operating system
Pages viewed
Time spent on pages
Referring websites
Website usage data

Cookies and Tracking Technologies

We may use cookies, pixels, web beacons, analytics tools, and similar technologies to improve website functionality, measure traffic, understand visitor behavior, and enhance user experience.

These technologies may be provided by third-party service providers including website analytics, advertising, scheduling, customer relationship management, and marketing platforms.

You may disable cookies through your browser settings; however, certain features of the website may not function properly.

How We Use Information

We may use information collected to:

Respond to inquiries
Schedule appointments
Deliver requested information
Provide educational resources
Process book and product orders
Improve website performance
Communicate regarding services and events
Send newsletters and educational content
Send appointment confirmations and reminders
Conduct marketing and advertising activities
Comply with legal obligations

Communications

When you voluntarily provide your contact information through our website, forms, scheduling tools, educational resources, webinars, workshops, events, downloads, purchases, or other communications, we may contact you by email, telephone, and, where applicable, text message regarding:

Your inquiry
Appointment scheduling
Appointment reminders
Educational content
Retirement planning resources
Events and workshops
Products and services
Other related communications

Message and data rates may apply to text communications.

You may opt out of marketing communications at any time by following the unsubscribe instructions provided or by contacting us directly.

Payment Processing

Certain products, books, services, courses, or educational materials offered through this website may be purchased through third-party payment processors.

Payment transactions are processed directly by the applicable third-party payment provider. Jason Bergquist Financial, LLC and Retirement Of Your Dreams™ do not collect, store, or maintain complete credit card or payment account information.

Please review the privacy policy of the applicable payment processor for information regarding how your payment information is collected, used, and protected.

Sharing of Information

We do not sell your personal information.

We may share information with trusted third-party service providers who assist us in operating our website, processing payments, scheduling appointments, delivering communications, managing customer relationships, conducting analytics, hosting events, or otherwise supporting our business operations.

We may also disclose information:

To comply with applicable laws
To respond to legal requests
To protect our rights or property
To prevent fraud or security threats
In connection with a business transfer or reorganization

Third-Party Services

Our website may contain links to third-party websites, services, scheduling platforms, social media platforms, payment processors, and other external resources.

We are not responsible for the privacy practices of those third parties. Users are encouraged to review the privacy policies of any third-party services they choose to use.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Children’s Privacy

This website is not intended for children under the age of 13.

We do not knowingly collect personal information from children under 13 years of age.

California Privacy Rights

California residents may have additional privacy rights regarding the collection and use of personal information under applicable California law.

We do not sell personal information.

California residents who have questions regarding their personal information may contact us using the contact information provided on this website.

No Client Relationship

Use of this website, downloading information, registering for events, scheduling appointments, or communicating with us does not create an advisor-client, insurance-client, fiduciary, legal, tax, or financial planning relationship.

Any such relationship is established only through a separate written agreement where required.

Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time.

Any updates will be posted on this page with a revised "Last Updated" date.

Your continued use of the website after changes are posted constitutes acceptance of the updated Privacy Policy.

Contact Information

Jason Bergquist Financial, LLC

Retirement Of Your Dreams™

California Insurance License #0L86845

Website: RetirementOfYourDreams.com

If you have questions regarding this Privacy Policy, please contact us through the information provided on this website.