Privacy Policy
Last updated: August 2026
Kids Retirement Plan ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have.
Information we collect
- Information you provide: name, phone number, email address, state, information about your children's ages, and anything you include in a message when you request a consultation.
- Information collected automatically: standard technical data such as browser type, device type, pages visited, and approximate location, collected through cookies and similar technologies for analytics and advertising measurement.
How we use your information
- To respond to your consultation request and communicate with you by phone, text, or email.
- To provide, personalize, and improve our services and this website.
- To comply with legal, regulatory, and recordkeeping obligations that apply to licensed insurance and securities professionals.
- To measure the performance of our marketing.
What we do not do
We do not sell your personal information. We do not share your information with third parties for their own marketing purposes.
Sharing
We may share information with service providers who help us operate this website and our practice (such as form processing, scheduling, and email providers), with insurance carriers and financial institutions as needed to implement products and services you request, and where required by law or regulation.
Cookies and analytics
This site may use cookies and similar technologies, including analytics and advertising pixels, to understand how visitors use the site and to measure advertising. You can control cookies through your browser settings.
Data retention and security
We retain information as long as needed for the purposes above and as required by applicable regulations. We use reasonable administrative and technical safeguards to protect your information, though no method of transmission or storage is completely secure.
Children's privacy
Our services are directed at parents and guardians. We do not knowingly collect personal information directly from children under 13 through this website.
Your choices
You may ask us to update or delete your contact information, or to stop contacting you, at any time by emailing ofiroved@gmail.com or calling 917.652.2257. Depending on your state, you may have additional privacy rights; contact us to exercise them.
Changes to this policy
We may update this policy from time to time. The current version will always be posted on this page with its effective date.
Contact
Kids Retirement Plan, 15 Canterbury Road, Suite D6, Great Neck, NY 11021 · ofiroved@gmail.com · 917.652.2257
Parents who started early
"We wanted to start planning for our son's future while he was still young, but we had no idea where to begin. The team explained everything clearly and helped us find an option that made sense for our family and our budget."
"I really appreciated how patient and informative the whole process was. There was no pressure at all, and every question I had was answered in a way that was easy to understand."
"The team was professional, knowledgeable, and very easy to talk to. I never felt like I was being sold something. It felt more like a conversation about what was best for our family."
"Great experience from beginning to end. They answered all of our questions and helped us choose a plan that fit comfortably into our monthly budget."
"I wish someone had explained this type of planning to me years ago. Starting something for our kids now gives us a lot more peace of mind."
"As a new mom, I have been thinking a lot more about my child's future. Getting a plan in place gave me a sense that we are starting on the right foot."
"We have three kids, so finding something realistic for our budget was important. The team listened to us and helped us understand what options made sense for our situation."
"One of the best things we have done for our family's long term planning. The process was simple, the explanations were clear, and we felt comfortable asking as many questions as we needed."