Plan Smart. Retire Well. — Mark Fried Effective Date: July 17, 2026 Last Updated: July 17, 2026
Mark Fried and Plan Smart Retire Well (“we,” “us,” or “our”) respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit plansmartandretirewell.com (the “Site”).
By using the Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.
1. Information We Collect
a. Information You Provide to Us
When you use the contact form on our Site, we collect the information you submit, which may include:
- Name
- Email address
- Subject line
- Message content
b. Newsletter Sign-Up
If you subscribe to our newsletter, we collect your email address for the purpose of sending you updates, insights, and information related to retirement and wealth planning. You may unsubscribe at any time using the link provided in each email.
c. Information Collected Automatically
When you visit our Site, we and our service providers may automatically collect certain information about your device and usage of the Site, including:
- IP address
- Browser type and version
- Device type and operating system
- Pages viewed and time spent on pages
- Referring website or source
- General geographic location (city/region level, derived from IP address)
- Date and time of visit
d. Analytics — Google Analytics / Google Tag Manager
We use Google Analytics and Google Tag Manager, web analytics services provided by Google, LLC (“Google”), to help us understand how visitors use our Site. These tools use cookies and similar technologies to collect information such as the pages you visit, how long you stay, and how you arrived at the Site.
Google may use this data in accordance with its own privacy policy. We encourage you to review Google’s Privacy Policy and How Google uses information from sites that use its services.
You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on, or by adjusting your cookie preferences through your browser settings.
e. GoHighLevel (CRM & Marketing Automation)
We use GoHighLevel, a third-party customer relationship management (CRM) and marketing automation platform, to manage contact form submissions, follow-up communications, appointment scheduling, and email or text message sequences. When you submit the contact form, sign up for our newsletter, or otherwise provide your contact information, that information is stored and processed within GoHighLevel on our behalf.
GoHighLevel may use cookies or similar tracking technologies to support these functions. For more information, please review GoHighLevel’s Privacy Policy.
f. Other Third-Party Integrations
Our Site links to or embeds content from third-party platforms, including:
- Kajabi (for our retirement planning masterclass registration)
- YouTube (for embedded video content)
- Podcast platforms (e.g., Apple Podcasts)
- Social media (e.g., LinkedIn)
These third parties may independently collect information when you interact with their embedded content (such as registering for the masterclass or watching a video), governed by their own privacy policies. We encourage you to review the privacy policies of any third-party platform before providing your information.
g. Cookies and Similar Technologies
Our Site may use cookies and similar tracking technologies to operate the Site and to collect analytics and marketing data as described above. Most browsers allow you to control cookies through their settings. Disabling cookies may affect the functionality of the Site.
2. How We Use Your Information
We use the information we collect to:
- Respond to inquiries submitted through our contact form
- Send newsletter updates and marketing communications, where you have opted in
- Manage follow-up communications and scheduling through our CRM (GoHighLevel)
- Operate, maintain, and improve our Site
- Understand how visitors use our Site through aggregated analytics
- Comply with legal and regulatory obligations
3. How We Share Your Information
We do not sell your personal information. We may share information in the following limited circumstances:
- Service Providers. We share information with third-party vendors who perform services on our behalf, including website hosting, form processing, CRM and marketing automation (GoHighLevel), email delivery, and analytics (Google Analytics/Google Tag Manager). These providers are only permitted to use your information to provide services to us.
- Legal Requirements. We may disclose information if required to do so by law, regulation, subpoena, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
- Business Transfers. If our business is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
- Investment Advisory Disclosures. Investment advice is offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Information may be shared with Merit Financial Group, LLC or applicable regulators to the extent required by an Investment Advisory Agreement or applicable securities laws.
4. Data Retention
We retain information submitted through our contact form and newsletter sign-up for as long as necessary to respond to your inquiry, manage our ongoing communications with you, and for legitimate business or regulatory purposes. Analytics data is retained in accordance with Google Analytics’ standard data retention settings. You may request removal from our newsletter or CRM communications at any time.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect the information you provide from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
6. Your Choices and Rights
Depending on your location, you may have certain rights regarding your personal information, which may include the right to:
- Request access to the personal information we hold about you
- Request correction or deletion of your personal information
- Opt out of marketing emails or text messages at any time
- Opt out of certain data collection, such as analytics cookies (see Section 1(d))
- Object to or restrict certain processing of your information
To exercise any of these rights, please contact us using the information in Section 9 below. We will respond to verified requests in accordance with applicable law.
7. Children’s Privacy
Our Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will take steps to delete it.
8. Third-Party Links
Our Site contains links to and embeds from third-party websites and platforms, including Kajabi, YouTube, podcast platforms, Amazon, Barnes & Noble, and social media. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policies of any third-party site you visit.
9. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us through the contact form on our Site.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The “Last Updated” date at the top of this page indicates when this policy was most recently revised. We encourage you to review this page periodically.
11. Regulatory Disclosures
Investment advice is offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Access to Merit is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Merit’s Brochure. All investing is subject to risk, including the possible loss of your entire investment.