Privacy policy

Last updated [date approved]

What we collect

If you use the “Find an advisor” form, we collect the name, email, phone number, best time to call, time zone and message you enter. The 59½ date calculator runs in your browser; the birth date you enter is not saved or sent.

How we use it

We use form information to respond to your request and to contact you by phone or email about it. [Describe any other use, e.g. storage in the firm's CRM and archiving as required by securities regulations — CCO to confirm.]

Who we share it with

Form submissions are delivered through Formspree, a third-party form service, to 310 Wealth. [Confirm any sharing with LaSalle St. Securities, LLC / LaSalle St. Investment Advisors, LLC and link the firm's Regulation S-P privacy notice.] [Confirm before publishing: “We do not sell your information.”]

Shopping

Merchandise links take you to CafePress, which operates its own checkout and has its own privacy policy. We don't receive your payment details.

Contact

[Firm privacy contact: name, mailing address, phone.]