Privacy Policy
Last Updated: February 5, 2026
Premiere Retirement Planning & Wealth Management, operated by Taylor Vogan (“we,” “us,” or “our”), respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, and safeguard information when you visit our website, request financial or retirement planning information, schedule appointments, or opt in to receive SMS or email communications.
By using our services or providing your information, you agree to this Privacy Policy and our Terms and Conditions.
We may collect:
Name
Email address
Phone number
Mailing address
Appointment details
Information you voluntarily submit through forms or consultations
If you opt in to SMS or email communications, we maintain records of:
Consent
Messaging preferences
Message history
Opt-in and opt-out activity
We may automatically collect:
IP address
Browser/device type
Pages visited
Interaction behavior
This helps us improve website functionality and user experience.
We use your information to:
Provide financial and retirement planning services
Respond to inquiries and consultation requests
Schedule and confirm appointments
Send reminders and service notifications
Send SMS and email communications only after explicit consent
Improve marketing and website performance
Maintain compliance records
Protect against fraud and security risks
By providing your phone number and opting in, you consent to receive SMS text messages and emails from Premiere Retirement Planning & Wealth Management related to:
Appointment confirmations
Appointment reminders
Follow-ups
Service updates
Requested information
Message frequency may vary.
Message and data rates may apply.
You may opt out at any time by replying:
STOP – to unsubscribe
HELP – for assistance
After opting out, you will no longer receive messages unless you opt back in.
We use cookies and analytics tools to personalize your experience and analyze website usage. You may disable cookies in your browser settings, though some features may not function properly.
We do not sell, rent, or trade your personal information.
Mobile phone numbers, SMS consent, and opt-in information are never shared with third parties or affiliates for marketing or promotional purposes.
We may share limited information with trusted vendors that help operate our services (SMS delivery, email platforms, scheduling tools, analytics). These providers may only use information to perform services on our behalf.
We may disclose information if required by law or to protect legal rights and safety.
We use reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission or storage is completely secure.
Our services are not intended for children under 13 years old. We do not knowingly collect personal information from children.
You may:
Opt out of communications at any time
Request access to your data
Request correction or deletion where legally permitted
Contact us using the information below.
We may update this Privacy Policy periodically. Changes will be posted with a revised “Last Updated” date.
Premiere Retirement Planning & Wealth Management
Taylor Vogan
1715 East Skyline Drive, Suite 101
Phone: (480) 653-6573
Email: [email protected]