Privacy Policy

Gold Oak Retirement Group respects your privacy and is committed to protecting the personal information you provide to us.

We may collect information such as your name, email address, phone number, appointment details, and other information you voluntarily provide when scheduling or communicating with us.

We use this information to communicate with you regarding scheduled appointments, provide requested retirement-related services, send appointment confirmations and reminders, respond to inquiries, and provide related customer service.

SMS Communications

If you consent to receive text messages from Gold Oak Retirement Group, we may send messages related to your scheduled appointments, including appointment confirmations, reminders, Zoom meeting information, rescheduling notices, and other communications directly related to your appointment.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of text messages at any time. Reply HELP for assistance.

Mobile information and SMS opt-in consent will not be sold, rented, or shared with third parties for marketing or promotional purposes.

We may use service providers that assist us in operating our communications and business systems. These providers may access personal information only as necessary to perform services on our behalf.

We take reasonable measures to protect the personal information we maintain.

Contact Us

Gold Oak Retirement Group
[email protected]
603-718-9158

Last updated: September 2026