Website Privacy Policy
Effective Date: 6/22/2026

Milwaukee Retirement Planning™ respects your privacy and is committed to protecting the personal information you voluntarily provide while using this website.

This Website Privacy Policy explains how information is collected and used through MilwaukeeRetirementPlanning.com, an educational website owned and operated by CNGrace, Inc.

Milwaukee Retirement Planning™ is an educational website owned and operated by CNGrace, Inc., a Wisconsin corporation. Milwaukee Retirement Planning™ is a registered Wisconsin trade name (DBA) owned by CNGrace, Inc.

The purpose of this website is to provide retirement education, financial education, educational resources, and general informational content while allowing visitors to request additional information or schedule an introductory meeting.

Milwaukee Retirement Planning™ is an educational resource. Investment advisory services and insurance services are not provided through this website.

Information We Collect

The information collected through this website is limited to the information you voluntarily provide.

Depending upon your interaction with the website, this information may include:

• Name
• Email address
• Telephone number
• General questions or comments
• Communication preferences

If you choose to access educational materials, register for educational events, subscribe to communications, or request an introductory meeting, only the information reasonably necessary to fulfill your request is collected.

How We Use Your Information

Information voluntarily submitted through this website is used solely to:

• Respond to your inquiries.
• Deliver requested educational materials.
• Register you for educational events or webinars.
• Schedule introductory meetings.
• Provide educational newsletters, educational updates, or other communications that you have requested or agreed to receive.
• Improve the website and visitor experience.

CNGrace, Inc. does not sell, rent, or otherwise disclose your personal information to unrelated third parties for their marketing purposes.

Educational Website

Submitting information through this website does not establish an investment advisory, fiduciary, insurance, or client relationship.

Milwaukee Retirement Planning™ exists solely to provide retirement education and allow visitors to request additional information or schedule an introductory meeting.

If You Choose Professional Services

If you decide to pursue professional investment advisory or insurance services following an introductory meeting, additional personal and financial information may be requested as part of the client onboarding process.

That information is not collected through this website.

Instead, it is collected separately through the appropriately licensed entity providing those services.

Investment advisory services are offered through Global View Capital Management (“GVCM”), an SEC-registered investment adviser.

Insurance products and services are offered through Global View Capital Insurance Services (“GVCIS”) and its licensed insurance relationships.

Once a professional relationship has been established, the privacy policy and information security procedures of the licensed entity providing those services will also apply. Those privacy notices will be provided to you during the client onboarding process and will govern the collection, use, sharing, safeguarding, and retention of your personal information in accordance with applicable law.

Cookies & Website Analytics

Like many modern websites, Milwaukee Retirement Planning™ and the third-party platforms used to operate and support this website may use cookies, analytics tools, and similar technologies to help maintain website functionality, understand visitor activity, improve website performance, and enhance the overall user experience.

Information collected through these technologies may include browser type, device information, pages visited, referring websites, approximate geographic location, and website performance data. This information is generally used to understand how visitors interact with the website, improve its functionality, and enhance the educational resources and services offered. In some circumstances, information collected through these technologies may be associated with information you voluntarily provide through this website, such as when you request educational materials, register for an event, or submit a contact form.

You may adjust your browser settings to refuse or disable cookies; however, doing so may affect the functionality or availability of certain features of this website.

By continuing to use this website, you acknowledge that cookies and similar technologies may be used as described in this Website Privacy Policy, subject to your browser settings and applicable law.

Third-Party Service Providers

To operate this website and provide requested educational resources, CNGrace, Inc. may utilize trusted third-party service providers for services such as website hosting, contact forms, appointment scheduling, email communications, webinar registration, marketing automation, analytics, and related website functions.

These providers receive only the information reasonably necessary to perform their services on our behalf and are expected to maintain appropriate safeguards consistent with their respective privacy and security practices.

Information Security

CNGrace, Inc. takes reasonable steps to protect the information voluntarily submitted through this website and works with reputable third-party service providers that maintain security measures designed to safeguard personal information.

Because this website is intended solely for educational purposes and introductory inquiries, please do not submit confidential or sensitive personal information through this website or its contact forms, including but not limited to Social Security numbers, driver’s license numbers, dates of birth, account numbers, tax returns, investment statements, insurance policies, or other confidential financial and personally identifiable information. If such information becomes necessary, it will be requested separately through the appropriate licensed entity using secure methods after a professional relationship has been established.

Although reasonable efforts are made to protect information submitted through this website, no method of electronic transmission over the Internet or electronic storage can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information transmitted through this website.

Your Choices

You may unsubscribe from educational communications at any time by using the unsubscribe link contained in our emails or by contacting us directly.

Changes to This Website Privacy Policy

CNGrace, Inc. may update this Website Privacy Policy from time to time to reflect changes in technology, applicable laws, or business practices.

Any revisions will be posted on this page together with the updated Effective Date.

Contact

If you have questions regarding this Website Privacy Policy, please contact us using the contact information provided on this website.