Privacy Policy
We respect your privacy and are committed to protecting your personal information.
Retirement Dream Builders Privacy Policy
Effective Date: 5/29/26
Last Updated: 5/29/26
This Privacy Policy explains how Retirement Dream Builders, operated by Cascade Partners Group LLC (“Company,” “we,” “us,” or “our”), collects, uses, shares, stores, and protects personal information.
This Privacy Policy applies to our websites, funnels, forms, email and SMS communications, resource areas, membership programs, digital products, community features, store updates, coaching services, travel and relocation-related resources, and any related products or services.
Contact information:
Cascade Partners Group LLC
2301 Dr. MLK Street South, Suite 1011
St. Petersburg, FL 33705
United States
Email: daniel@cascadepartners.com or admin@retirementdreammembers.com
By using our services, submitting information, registering, purchasing, subscribing, or communicating with us, you agree to this Privacy Policy.
1. Our Commitment to Privacy
Retirement Dream Builders is designed to help people explore retirement, travel, relocation, and lifestyle possibilities with greater confidence.
We understand that planning for retirement, travel, or relocation may involve personal details. We aim to handle your information responsibly, transparently, and respectfully.
We do not sell your personal information.
2. Information We Collect
We may collect personal information that you provide directly to us, information collected automatically, and information received from third-party tools or service providers.
Information You May Provide
We may collect:
First and last name
Email address
Cellphone number
Birthdate
Country, state, city, or general location
Travel timeline
Retirement timeline
Areas of interest
Membership tier
Account or registration details
Communication preferences
Questions submitted to us
Survey or questionnaire responses
Budget-related information you choose to provide
Lifestyle preferences
Relocation interests
Service interests
Testimonials, comments, or feedback
Purchase or transaction information
Shipping information for merchandise or welcome gifts
Any other information you choose to submit
Payment Information
Payments may be processed by third-party payment processors or membership platforms.
We generally do not store full credit card numbers or sensitive payment credentials. Payment processors may collect and process billing details, payment method information, transaction history, and related data according to their own policies.
Automatically Collected Information
When you visit our websites, forms, funnels, or digital resources, we or our service providers may automatically collect:
IP address
Browser type
Device type
Operating system
Pages visited
Links clicked
Referral source
Date and time of visit
Approximate location
Cookie identifiers
Analytics data
Email engagement data
SMS engagement data
Resource access activity
3. How We Collect Information
We may collect information when you:
Register for free resources
Join an email or SMS list
Complete a double opt-in process
Purchase a product or membership
Fill out a questionnaire
Submit a form
Contact us
Join a community
Attend a live call
Access digital resources
Click a link in an email or text message
Book, purchase, or interact with a third-party service through our links
Use our websites or funnels
4. Double Opt-In for Email and Cellphone
We may require double opt-in confirmation for email and cellphone registration.
This helps confirm that the contact information provided belongs to the person registering and that the person agrees to receive communications from us.
If you do not complete the required confirmation steps, you may not receive access instructions, updates, reminders, or certain resources.
5. How We Use Information
We may use personal information to:
Provide access to resources
Deliver free and paid membership benefits
Send newsletters
Send SMS/text updates
Send access instructions
Confirm registrations
Manage memberships
Process payments
Deliver products, services, or merchandise
Provide customer support
Respond to questions
Send reminders for calls, events, or resources
Provide educational content
Personalize your experience
Recommend relevant resources
Improve our websites, funnels, services, and content
Manage community access
Conduct surveys or request feedback
Analyze engagement and performance
Prevent fraud, abuse, or misuse
Enforce our Terms of Service
Comply with legal obligations
Protect our rights, users, and business
6. Email Communications
If you provide your email address, we may send you:
Resource access emails
Confirmation emails
Newsletters
Educational content
Membership updates
Event reminders
Product or service updates
Marketing communications
Transactional or account-related messages
You may unsubscribe from marketing emails using the unsubscribe link included in our emails.
Please note that even if you unsubscribe from marketing emails, we may still send transactional, legal, security, billing, or account-related messages where permitted by law.
7. SMS/Text Communications
If you provide your cellphone number and consent to receive messages, we may send SMS/text messages related to:
Registration confirmation
Resource access
Membership updates
Event reminders
Live call reminders
Service updates
Educational content
Store updates
Marketing messages
Account-related notifications
Message frequency may vary. Message and data rates may apply.
You may reply STOP to unsubscribe and HELP for help. We may also honor opt-out requests made through other reasonable methods where required by law.
We may use third-party SMS providers to deliver and manage text messages.
8. Cookies, Tracking, and Analytics
We and our service providers may use cookies, pixels, tags, analytics tools, and similar technologies to:
Understand website traffic
Improve user experience
Measure campaign performance
Track registrations
Analyze content engagement
Remember preferences
Support advertising or retargeting where applicable
Improve our funnels and resources
You can usually control cookies through your browser settings. Disabling cookies may affect some features.
9. Third-Party Tools and Service Providers
We may share information with trusted third-party service providers that help us operate our business, including:
CRM providers
Email marketing platforms
SMS/text messaging providers
Payment processors
Membership platforms
Video hosting providers
Website hosting providers
Analytics tools
Booking platforms
Customer support tools
Survey or form tools
Shipping or fulfillment providers
Advertising or marketing platforms
Social media platforms
Professional advisors
Legal, accounting, or compliance providers
These providers may process information only as needed to perform services for us or as allowed by their own terms and policies.
10. Third-Party Links, Booking Platforms, and Affiliate Links
Our resources may include links to third-party websites, booking platforms, travel providers, accommodation platforms, rental websites, service providers, store platforms, or affiliate partners.
If you click a third-party link or use a third-party service, that third party may collect information from you according to its own privacy policy.
We are not responsible for the privacy practices, security, accuracy, or policies of third-party websites or services.
Some links may be affiliate or referral links. We may receive compensation if you click, book, purchase, or take action through those links.
11. How We Share Information
We may share personal information:
With service providers that help operate our business
With payment processors to complete transactions
With communication platforms to send email or SMS messages
With fulfillment partners to ship merchandise or gifts
With professional advisors such as attorneys, accountants, or consultants
With technology providers for hosting, analytics, and security
With government authorities if required by law
In connection with a merger, acquisition, sale, financing, or business transfer
To protect our rights, users, property, safety, and business
With your consent or at your direction
We do not sell your personal information.
12. Data Retention
We keep personal information for as long as reasonably necessary to:
Provide services
Manage memberships
Maintain business records
Comply with legal obligations
Resolve disputes
Enforce agreements
Maintain opt-in and opt-out records
Prevent fraud or misuse
Support accounting, tax, and compliance requirements
Retention periods may vary depending on the type of information, the reason it was collected, and legal or business requirements.
13. Data Security
We use reasonable administrative, technical, and organizational measures to protect personal information.
However, no method of transmission or storage is completely secure. We cannot guarantee absolute security.
You are responsible for keeping your login credentials, email access, devices, and account information secure.
14. International Users
We may serve users worldwide.
If you access our services from outside the United States, you understand that your information may be transferred to, processed in, or stored in the United States or other countries where our service providers operate.
Data protection laws in those countries may differ from the laws in your country.
By using our services, you consent to the transfer and processing of your information as described in this Privacy Policy, where permitted by law.
15. Your Privacy Choices
Depending on your location, you may have rights to:
Request access to personal information we hold about you
Request correction of inaccurate information
Request deletion of personal information
Request restriction of certain processing
Object to certain processing
Request a copy of your information
Withdraw consent for marketing communications
Opt out of certain data uses
Request information about how we share data
To make a privacy request, contact us at:
admin@retirementdreammembers.com
We may need to verify your identity before fulfilling certain requests.
16. U.S. State Privacy Rights
Depending on your state of residence, you may have privacy rights under applicable state privacy laws.
These rights may include the right to know what personal information we collect, the right to access, delete, correct, or opt out of certain uses of personal information.
We do not sell personal information.
If our practices change in the future, we will update this Privacy Policy as required.
17. California Privacy Notice
If you are a California resident, you may have rights under California privacy laws, including the right to request access, deletion, correction, and information about how personal information is collected, used, and shared.
We do not sell personal information.
We may collect the following categories of personal information:
Identifiers, such as name, email, phone number, IP address
Customer records, such as account or transaction details
Commercial information, such as purchases or memberships
Internet activity, such as website or email engagement
Geolocation data, such as approximate location based on IP address
Inferences, such as interests or preferences based on submitted forms
User-submitted information, such as questions or questionnaire responses
We use this information for the purposes described in this Privacy Policy.
To make a request, contact:
admin@retirementdreammembers.com
18. European, UK, and International Privacy Rights
If you are located in the European Economic Area, United Kingdom, or another jurisdiction with similar privacy laws, you may have additional rights regarding your personal data.
Where applicable, our legal bases for processing may include:
Your consent
Performance of a contract
Legitimate business interests
Compliance with legal obligations
Protection of rights and safety
You may have the right to request access, correction, deletion, restriction, portability, or objection to certain processing.
You may also withdraw consent where processing is based on consent.
To make a request, contact:
admin@retirementdreammembers.com
19. Children’s Privacy
Our services are intended for adults age 18 and older.
We do not knowingly collect personal information from anyone under 18.
If we learn that we collected information from a person under 18, we may delete that information.
20. Sensitive Information
Please do not submit sensitive personal information unless specifically requested and necessary.
This may include information such as Social Security numbers, passport numbers, government identification numbers, medical records, financial account numbers, or highly sensitive legal or immigration documents.
If a future service requires sensitive information, we may provide additional instructions, consent language, or security procedures.
21. Public or Community Areas
If you participate in community areas, group discussions, calls, chats, comments, or other interactive spaces, information you share may be visible to other members or participants.
Please use caution when sharing personal, financial, travel, health, immigration, or location details.
We are not responsible for how other users use information you voluntarily share in community spaces.
22. Testimonials, Reviews, and Feedback
If you submit a testimonial, review, video, photo, comment, or other feedback, we may use it for promotional, educational, or marketing purposes unless you request otherwise.
We may display your first name, general location, membership status, or submitted content if you provide permission or voluntarily submit it for that purpose.
23. Business Transfers
If Cascade Partners Group LLC or Retirement Dream Builders is involved in a merger, acquisition, financing, reorganization, sale of assets, or business transfer, personal information may be transferred as part of that transaction.
The receiving party will be expected to handle personal information according to this Privacy Policy or provide notice of any material changes.
24. Legal Compliance and Protection
We may disclose information if we believe it is necessary to:
Comply with laws, regulations, subpoenas, court orders, or legal processes
Respond to government or law enforcement requests
Protect our rights, property, users, or business
Investigate fraud, abuse, or security issues
Enforce our Terms of Service
Prevent harm or illegal activity
25. Do Not Track
Some browsers offer “Do Not Track” signals.
Because there is no consistent industry standard for responding to these signals, we may not respond to Do Not Track signals at this time.
26. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
When we update it, we may revise the “Last Updated” date.
If changes are material, we may provide additional notice where required by law.
Your continued use of our services after updates means you accept the revised Privacy Policy.
27. Contact Us
For privacy questions, requests, or concerns, contact:
Cascade Partners Group LLC
2301 Dr. MLK Street South, Suite 1011
St. Petersburg, FL 33705
United States