Privacy policy

The short version. You can use the check and see your first results without giving us any contact information. If you ask for your full report, we receive your contact details and a summary of your answers and results so Ryan Moore's team can send it and follow up if you want. We never sell your information. You never enter account numbers or your Social Security number.

1. Who we are

The Moore Money Retirement Check at www.wealthvisionpro.ai is provided by TBS Retirement Planning (Total Benefit Services, Inc.), 1600 Airport Fwy, Suite 205, Bedford, TX 76022, (817) 786-1010. In this policy, "we" means TBS Retirement Planning.

2. What we collect

While you use the check: your answers (ages, state, savings by account type, income, spending, fees, goals) are used in your browser to calculate your results. Your progress is kept in your browser's session storage so a refresh doesn't lose it; it clears when you close the tab.

If you ask for your full report: we receive your name, email, phone (if you give it), how and when you'd like to be contacted, and a summary of your answers and results, such as your savings by type, income, spending, fee rate, estimated taxes and how long your money may last.

Automatically, only if you accept cookies: Google Analytics records pages and steps viewed, device and browser type, and general location. We also note how you found us (for example a link from the radio show's website) using the web address you arrived from.

The free calculators (RMD, Social Security, Roth conversion and the others) run entirely in your browser. Nothing you type into them is sent or stored.

3. How we use it

Information	Why
Your answers in the browser	To calculate your results on screen
Contact details and results summary	To email your report, and to contact you about your results in the way you chose
Analytics (with consent)	To see which steps help people and improve the check
How you found us	To understand which radio, web or event mentions bring people to the check

4. Who we share it with

We do not sell, rent or trade your information. When you ask for your report, it is stored and delivered using these service providers, which process it for us: Supabase (secure database), EmailJS (email delivery) and Formspree (backup form delivery). With your consent, Google Analytics receives usage data. We may disclose information if the law requires it. Investment advisory services are offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor; BWA and Total Benefit Services, Inc. are independent of each other; if you become a client, your information is handled under that relationship's privacy notice.

5. Cookies and your choices

A banner asks before any analytics cookie is set. If you decline, analytics doesn't load and the check works the same. You can change your mind by clearing this site's data in your browser. You can opt out of Google Analytics everywhere with Google's browser add-on at tools.google.com/dlpage/gaoptout.

6. Security

Every page uses an encrypted (HTTPS) connection.
We never ask for account numbers, logins, passwords or Social Security numbers.
Access to submitted information is limited to the people who need it to help you.

No method of transmission or storage is completely secure, but we work to protect your information.

7. Keeping and deleting your information

We keep report requests for up to 24 months after our last contact with you, unless you become a client or the law requires longer. To see, correct or delete what we have, email [email protected] or call (817) 786-1010. To stop emails, reply "unsubscribe" or use the link in any email.

8. California and other state rights

Depending on where you live, you may have the right to know what we collect, to have it deleted or corrected, and not to be discriminated against for using these rights. We do not sell or share personal information for cross-context advertising. Contact us as shown in section 7.

9. Children

The check is meant for adults planning for retirement. We do not knowingly collect information from anyone under 18.

10. Changes

If we change this policy, we will post the new version here with a new date.

11. Contact

TBS Retirement Planning · 1600 Airport Fwy, Suite 205, Bedford, TX 76022 · (817) 786-1010 · [email protected] · Monday to Friday, 9 to 5