Teacher Pension Reality | Strategic Retirement Planning for Educators
Effective Date: april 1, 2026
Teacher Pension Reality (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information.
This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, schedule a strategy review, or interact with our services.
This policy complies with applicable privacy laws, including the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).
We may collect the following categories of personal information:
Full name
Email address
Phone number
Mailing address
IP address
Job title (e.g., teacher, administrator)
School district or employer (if provided)
Years of service
Retirement timeline
Pension details
Supplemental accounts (403(b), 457, IRA)
Retirement goals and projections
Social Security participation status
⚠️ We only collect this information when voluntarily submitted for the purpose of a strategy review.
Browser type
Device type
Pages visited
Time spent on the site
Referring URLs
May include financial-related information provided during your review.
This data is:
Used only for analysis and guidance
Not sold or shared beyond necessary service delivery
We collect information through:
Strategy review booking forms
Website contact forms
Email, phone, or SMS communication
Cookies and analytics tools
Voluntary submission of retirement-related documents
We use your information to:
Provide your confidential retirement strategy review
Analyze pension and retirement structures
Communicate regarding your request or appointment
Improve our services and educational resources
Maintain compliance with legal and regulatory requirements
Ensure platform security and fraud prevention
We do not sell your personal information.
We may share information only when necessary:
Secure CRM systems
Scheduling platforms
Data storage providers
Information may be reviewed internally by licensed professionals strictly for analysis and guidance.
We may disclose information:
To comply with applicable laws
To respond to legal requests
To protect rights and safety
Your information is treated as confidential.
Strategy reviews are conducted privately
Data is accessed only by authorized personnel
No information is shared with school districts or employers
We use cookies to:
Improve website functionality
Analyze traffic and usage patterns
Enhance user experience
You may disable cookies in your browser settings.
We retain personal information only as long as necessary to:
Provide your requested services
Maintain compliance with legal obligations
Support internal recordkeeping
We implement reasonable safeguards, including:
Secure data storage systems
Restricted access controls
Encryption where appropriate
However, no system is completely secure.
If you are a California resident, you have the right to:
Request:
Categories of information collected
Sources of information
Purpose of use
Third parties involved
Request a copy of your personal data.
Request deletion of your information, subject to legal exceptions.
Request correction of inaccurate information.
Limit how your financial or sensitive data is used.
You will not be penalized for exercising your rights.
To submit a request:
Email: [email protected]
We may verify your identity before processing your request.
We do not sell or share personal information for marketing purposes.
Our website may contain links to third-party sites.
We are not responsible for their privacy practices.
Our services are intended for individuals 18 years or older.
We do not knowingly collect information from minors.
We may update this Privacy Policy periodically.
Changes will be posted with an updated effective date.
For questions or concerns:
Teacher Pension Reality
Email: [email protected]