We are based near Hood River, Oregon. We have offices and agents in cities around the nation, but at the end of the day this is homebase. Our business is focused on creating self-directed retirement accounts for our clients and educating people about the need to assure their own financial security. CompleteIRA.com is the site to which this privacy policy applies.

You can access our website homepage and browse our site without disclosing personal information.

If you request information from our website: We will use the information you provide to assist in getting you the information requested, to make specific recommendations, to enhance our understanding of client needs, and improve our marketing effectiveness.

We will not distribute or share your information with outside companies. We also ensure that your personal data will not be disclosed to state institutions and authorities except if required by law.

We do not often send mail or email to visitors who’ve contacted us. However, at anytime you may send an email to [email protected] with “remove” in the subject line along with your email address and all information associated with it will be promptly removed. We don’t want to be sending things to uninterested parties any more than we want to get offers for prescription drugs from Quebec in our inbox.

We do not knowingly collect personal data from children. Most don’t administer their own retirement account anyway. To be sure; before we receive payment we’ll double check the birth date.

Our website improves based on analytical usage data. This non-personal data collected via cookies or other methods helps us understand what sections of our site people spend the most time on and what areas seem to be the most useful. Our website doesn’t provide the opportunity for visitors to use a secure transmission method to send information.

We have implemented security policies, rules and technical measures to protect the personal data that we have under our control from: unauthorized access, improper use or disclosure, unauthorized modification, unlawful destruction, and accidental loss. All our employees and data and payment processors who have access to, or are associated with, the processing of personal data are contractually obliged to respect the confidentiality of our visitors’ personal data.

If you’d ever like to delete your records for any reason we will do so. The exemption to this is if you are a client. We would then be able to delete you from any database we keep for marketing information or research, but we couldn’t legally delete record of your purchase.

We will provide you with a copy of the personal data which we keep about you if requested and you may update/change/delete the information. Without exception we require proof of your identity before releasing your records.

If you have an enquiry or concern about our privacy policy please contact us via email, [email protected], or call us directly at 888-595-7313.

Our website does include links to third party sites (including the IRS and various charities). They have their own privacy policies; and we don’t control them.