Retirement Account Finder collects information you voluntarily submit so we can respond to your request and provide educational search guidance for old retirement accounts.
Name, email, phone if provided, age range, state, old employer, estimated balance range, account type, urgency, notes, IP address, and browser information.
Do not submit Social Security numbers, driver's license images, account logins, account numbers, or passwords through this site.
We use information to respond to your request, provide educational resources, identify possible public plan-search paths, and offer a retirement-income or rollover-options review.
We do not sell your personal information. Retirement-income reviews may be handled in partnership with Viking Financial Group.
If you provide a mobile number, we use it only to respond to your request, send requested retirement-account information, appointment reminders, client/prospect service follow-ups, and answers to questions you asked us. We do not share mobile opt-in data or SMS consent with third parties for their marketing or promotional purposes.
Message frequency varies based on your request and conversation. Message and data rates may apply. Reply STOP to opt out of text messages or HELP for help.
Questions may be sent through the contact method provided after intake.