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Privacy Policy
Retirement Planning Services (RPS) is committed to the confidentiality and security of the personal and financial information that you provide to us. We appreciate and honor your trust in us and consider your data to be privileged.

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. There are two types of information that are collected on this website.

Generic User Information

When you visit certain generic user information is collected automatically. This information includes your Internet Protocol (IP) address, the browser version and type of machine you are using, the URL of the page that referred you, the pages you request, and the date and time you request them. This information is stored on the server we use to host this website and we reference it to improve the usability of our website.


A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyze web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. Cookies from this site do not track or report your visits to other sites.

The information that we gather, both on our own forms and on copies of statements from your other financial partners, is used solely for the purpose of creating a personal financial plan for your use. Our client list, and personal information about our clients, is never shared with any third party. On occasion, our clients request that we consult with other professionals such as accountants, realtors or attorneys on their behalf. In this instance, we will discuss your personal information only with your express consent to do so. 

The software that we use to assist in preparing your plan is provided by a business partner that we have carefully researched and which has rigorous security protocols in place. It is our company policy never to enter your address, social security number, or account numbers into our financial planning software.

Our business is based on your trust and confidence in us. We maintain physical, electronic and procedural safeguards to ensure that the information.


3605 Twilight Ct., Oakton, VA  22124
Phone: 703.716.1233 | Fax: 703.620.3992
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