

Read more about how Proactive Life Planning protects your information


Robert C.
⭐⭐⭐⭐⭐
David was recommended by a mutual friend. I had multiple 401K accounts from previous jobs I had worked at. David explained to me that consolidated these accounts would be best for me as the accounts I currently had were not being managed correctly and I was losing money when the stock market would take a hit. He did an amazing job sort out my unique and complex situation. He was patient and knowledgeable, and got everything organized and on track. He recommended a retirement plan that was clear and easy to understand, and more importantly it would make me money without losing money when the stock market takes a hit, which made me excited to know, my money is protected and my retirement is protected. I recommend David at Proactive Life Planning for all your retirement needs!
Happy Customers
More than clients taken care of!

Read more about how Proactive Life Planning protects your information
We are committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Statement of Privacy applies to Proactive Life Planning's website and governs data collection and usage. By using this website, you consent to the data practices described in this statement.
Collection of your Personal Information
Proactive Life Planning collects personally identifiable information, such as your e-mail address, name, home or work address or telephone number. Proactive Life Planning also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, interests and favorites.
There is also information about your computer hardware and software that is automatically collected by this website. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of this website.
Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through public message boards, this information may be collected and used by others.
Proactive Life Planning encourages you to review the privacy statements of websites you choose to link to from this website so that you can understand how those websites collect, use and share your information. Proactive Life Planning is not responsible for the privacy statements or other content on any other websites.
Use of your Personal Information
Proactive Life Planning collects and uses your personal information to operate the website and deliver the services you have requested. Proactive Life Planning also uses your personally identifiable information to inform you of other products or services available from Proactive Life Planning. Proactive Life Planning may also contact you via surveys to conduct research about your opinion of current services or of potential new services that may be offered.
Proactive Life Planning does not sell, rent or lease its customer lists to third parties. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Proactive Life Planning does not use or disclose sensitive personal information, such as race, religion, or political affiliations, without your explicit consent.
Proactive Life Planning will disclose your personal information, without notice, only if required to do so by law.
Use of Cookies
The website uses "cookies" to help Proactive Life Planning personalize your online experience. A cookie is a text file that is placed on your hard disk by a Web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.
Security of your Personal Information
Proactive Life Planning secures your personal information from unauthorized access, use or disclosure.
Proactive Life Planning secures the personally identifiable information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use or disclosure. When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Socket Layer (SSL) protocol.
Changes to this Statement
Proactive Life Planning will occasionally update this Statement of Privacy to reflect company and customer feedback. We encourage you to periodically review this Statement to be informed of how Proactive Life Planning is protecting your information.
SMS Consent & Messaging
By submitting your phone number through our website Proactivelifeplanning.net, you expressly consent to receive SMS text messages from Proactive Life Planning. These messages may include marketing communications, service updates, appointment notifications, and other relevant information related to our services.
Consent to receive SMS messages is obtained through a clear and affirmative opt-in. Users provide consent by entering their phone number and selecting the opt-in checkbox or submitting a form that clearly discloses SMS communication terms.
Use of Phone Number
Phone numbers collected for SMS consent are used solely for communication purposes related to our services. We do not sell, rent, or share mobile phone numbers with third parties for their marketing purposes.
Opt-Out Instructions
You may opt out of SMS communications at any time by replying STOP to any message. For assistance, reply HELP. Once opted out, you will no longer receive SMS messages unless you re-opt in.
Message Frequency & Rates
Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.
Data Protection
We take reasonable measures to protect user information and ensure that SMS consent data (phone number, opt-in source, and timestamp) is securely stored to maintain compliance with applicable messaging regulations.
Accessing or Deleting Your Data
Users have the right to request access to, correction of, or deletion of their personal information, including phone numbers and SMS consent data collected through Proactivelifeplanning.net.
To make a request, users may contact us using one of the following methods:
Email: [email protected]
Contact Form: Proactivelifeplanning.net
Upon verification of the request, we will provide access to the requested information or delete the data within a reasonable timeframe, except where retention is required to comply with legal, regulatory, or contractual obligations.
SMS Data Deletion
If a user requests deletion of their data:
1. Their phone number will be removed from our messaging systems
2. SMS consent records will be securely deleted or anonymized
3. The user will no longer receive SMS communications unless they re-opt in
Contact Us
If you have any questions about this Privacy Policy, You can contact us:

National Producer Number: 20202399
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