Email Terms & Conditions

Who sends these emails. Vital Retirement Planners sends them. Replies go to info@vitalretirement.com.

What you receive. You may receive educational content, workshop invitations, and updates related to your request or your account. Messages about your account or an appointment are sent even if you unsubscribe from marketing.

Unsubscribe and preferences. Every marketing email carries a working unsubscribe link. We honor requests within 10 business days.

Educational content only. Our emails explain rules and concepts. They do not account for your full situation, so they do not replace advice from a qualified professional who knows your numbers.

Estimates and tools. Results from the Breakaway Point Calculator and similar tools are estimates built on your inputs and on assumptions about returns, taxes, and timing. Actual results will differ.

Tax and rule references. Tax, Social Security, and Medicare rules change. Figures in our emails reflect the date sent.

Security. Email is not a secure channel. Send sensitive information only through our secure portal or by phone.

Third-party links. We do not control linked sites and are not responsible for their content.

Changes. We may update these terms. The date at the top shows the current version.

For help, contact us at info@vitalretirement.com or by phone at (512) 695-7715.