Privacy Policy
Introduction
This Privacy Policy describes how Civic Serve Finance collects, uses, and protects your personal information when you use our retirement gap calculator and inquiry services.
Information We Collect
When you submit an inquiry through our calculator, we collect: your name, email address, phone number, optional notes, questionnaire answers (including retirement system, age, planned retirement age, salary, and estimated pension), and the teaser result snapshot.
How We Use Information
We use your information to route leads to the appropriate advisor, facilitate follow-up communication, and maintain internal records. We do not use your data for marketing purposes without explicit consent.
How We Share Information
Your information is shared only with the assigned agent and internal team members necessary to process your inquiry. We do not sell, rent, or trade your personal information to third parties.
Data Retention
We retain your information as long as necessary for business and legal purposes. You may request deletion of your data at any time by contacting us.
Your Rights
You have the right to request access to, correction of, or deletion of your personal data. To exercise these rights, please contact us using the information below.
Cookies & Anti-Spam
We use Cloudflare Turnstile to protect our forms from spam and abuse. We do not use marketing cookies, tracking pixels, or analytics cookies that identify you personally.
Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.
Contact Us
For privacy questions or to exercise your data rights, please contact us through the review form on our website or through the admin portal.
Effective Date
This Privacy Policy is effective as of April 2026.