Privacy Policy

Effective date: 08/04/2026

At Longleaf Retirement Advisors ("Longleaf," "we," "us," or "our"), we value your privacy and are committed to protecting your personal information. This Privacy Policy explains what information we collect through our website and communication channels, how we use it, who we share it with, and the choices you have.

By using our website or providing us your information, you agree to the practices described in this policy.

Information We Collect

Information you provide to us. When you fill out a form, request our guide, use a planning tool, schedule a call, or contact us, you may provide information such as your name, email address, phone number, date of birth, and any details you choose to enter into our retirement planning tools (for example, your age, account balances, or assumed tax rate).

Information collected automatically. When you visit our website, we and our service providers may automatically collect certain information, such as your IP address, browser type, device information, the pages you view, and how you arrived at our site. We collect this information using cookies and similar technologies (see below).

How We Use Your Information

We use the information we collect to: respond to your requests and questions; send you materials you ask for, such as our guide or your calculator results; schedule and follow up on introductory calls; communicate with you about our services, including by email and text message; operate, maintain, and improve our website; measure and deliver advertising, including on platforms such as Facebook/Meta and Google; and comply with legal obligations and protect our rights.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to make the site work, understand how visitors use it, and support our advertising. These include essential cookies that are necessary for the website to function; analytics cookies that help us understand website traffic and usage; and advertising cookies and pixels, including the Meta (Facebook) Pixel and Google tools, which help us measure our advertising and show relevant ads to people who have visited our site (sometimes called "retargeting").

We also use Google reCAPTCHA on our forms to reduce spam and abuse; your use of reCAPTCHA is subject to the Google Privacy Policy and Terms of Service. Our website is hosted using GoDaddy, and scheduling is handled through Calendly; each has its own privacy practices.

You can control cookies through your browser settings and through the cookie notice on our website. Blocking some cookies may affect how the website works.

Advertising and Your Choices

We use advertising services from Meta (Facebook and Instagram) and Google to promote our services and measure results. These platforms may use cookies and pixels to help us reach people who have visited our website or who may be interested in our services.

You can manage or opt out of interest-based advertising through your Facebook/Meta ad settings, your Google ad settings, and industry opt-out tools such as the Digital Advertising Alliance (optout.aboutads.info) and the Network Advertising Initiative (optout.networkadvertising.org).

Third-Party Tools and Links

Some of the tools we offer are provided by third parties and may be hosted on a separate website. For example, our retirement tax calculator is provided by a third-party service and hosted on a separate domain (retirementtaxbill.com). When you use that tool, any information you enter is handled by that provider under its own privacy practices, not this policy. We encourage you to review the privacy policies of any third-party tools or websites you use.

Our website may contain links to other websites. We are not responsible for the privacy practices or content of those sites.

Text Message Consent and Communications

By providing your contact information and replying to text messages from Longleaf Retirement Advisors, you acknowledge and consent to receive future communications from our business. Message frequency will be from time to time, and messages may include updates, reminders, or relevant service information.

You may opt out of future text messaging at any time by replying STOP. To receive additional information or assistance, you may reply HELP. Message and data rates may apply depending on your mobile carrier and plan; please check with your carrier for details.

How We Share Information

We do not sell your personal information. We share information only in these limited circumstances: with service providers and advertising partners (such as our website host, scheduling tool, email provider, and advertising platforms like Meta and Google) that help us operate our website, communicate with you, and measure and deliver advertising, and only as described in this policy; and for legal and safety reasons, when we believe disclosure is necessary to comply with the law, enforce our terms, or protect the rights, property, or safety of Longleaf, our clients, or others.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Choices and Rights

You can unsubscribe from marketing emails at any time using the link in those emails. You can opt out of text messages by replying STOP. You can control cookies through your browser and our cookie notice. You may request access to, correction of, or deletion of your personal information by contacting us using the details below. Depending on the state where you live, you may have additional privacy rights.

Children's Privacy

Our website and services are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date above. Your continued use of our website after changes are posted means you accept the updated policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Longleaf Retirement Advisors

3010 Trent Rd, New Bern, NC

Email: jon@longleafretirement.com

Phone: 252-671-3655