ROL Advisor, LLC


Last Updated: June, 2018


ROL Advisor, LLC offers a Discovery Process Tools platform that aides a financial advisor’s ability to get their client’s story and create a Life-Centered Plan. Your privacy is very important to ROL Advisor, LLC (“ROL Advisor”, “we” or “us”). This Privacy Notice tells you what to expect in relation to personal information which is collected by ROL Advisor. This Privacy Notice applies to our online interfaces, which may include,  or

Scope; Third-Party Sites

This Privacy Notice does not apply to information that our customers store on our system.  Similarly, this Privacy Notice does not apply to the data collection practices of any ROL Advisor customers.  This Privacy Notice also does not apply to any third party websites, services, applications, or online resources to which this website may link, frame, or otherwise reference. ROL Advisor takes no responsibility for the content or privacy practices of those third parties.  We encourage you to carefully review the privacy policies of any third party you access.

Types of Personal Data Collected

We may collect, hold and process the following types of personal data:

  • Full name;
  • Username & Password;
  • Age;
  • Email address;
  • Address;
  • Telephone Number;
  • Communications you have with ROL Advisor;
  • Credit and debit card information;
  • Transaction History; and
  • Order information.

Additional personal information may be collected by our bank or payment processor. This personal data does not reside on ROL Advisor’s system. It is transacted directly with the applicable financial institution, such as Stripe. This information may include name, address, phone number, credit card number, expiration date, and CVC code. This information is used for payment processing purposes only.


ROL Advisor and our service providers use cookies, web beacons, and other technologies to receive and store certain types of information whenever you interact with our Site through your computer or mobile device.  We use this information to help provide you a better experience when using the Site, to analyze the use of the Site and our online advertisements, and to help facilitate your user experience. A cookie is a small text file that is stored on your computer or mobile device when you visit a website. When you visit the website again, the cookie allows that site to recognize your browser.  Cookies may store unique identifiers, user preferences and other information, such as what pages you visit or how you arrived on the Site.  You can reset your browser to refuse all cookies or to indicate when a cookie is being sent.  However, some website features or services may not function properly without cookies.  To learn more about cookies, please visit

Third-Party Analytics

We use web analytics tools provided by service partners, including, but not limited to, Google Analytics.  Our service partners use third-party cookies to collect information about how you interact with our Site, including what pages you visit, what site you visited prior to visiting our Site, how much time you spend on each page, what operating system and web browser you use and network, and IP information.  Google Analytics uses cookies to customize the advertisements you see to ensure they are relevant to you.  For more information regarding Google Analytics, please visit Google’s website and pages that describe Google Analytics, such as  We use the information provided by these tools to improve our services and our online advertisements.  These tools place session and persistent cookies in your browser to identify you as a unique user the next time you visit our website.  The information collected from the cookie may be transmitted to and stored by these service partners on servers in a country other than the country in which you reside, including the United States.

How We Use Your Information

We use your information to deliver the services of ROL Advisor, including sales, marketing, education, and advising on life and financial matters; to create user accounts; initiate communications; personalize your customer experience; and send marketing materials.

How We Share Information

If you signed up for the ROL Advisor system from an invitation you received from a financial advisor or by completing an assessment of some type via a website or link in an email, your name, username, and email address may be shared with that particular financial advisor for the purpose of that financial advisor communicating with you in regard to the services of that financial advisor and of the ROL Advisor system.  We will not sell, distribute, or lease your personal information to third parties, other than to a particular financial advisor who comes in contact with you through the ROL Advisor system.

We may disclose your personal information to third parties who have been retained to assist us in running our business.  These third parties include, but are not limited to, payment processors, common carriers, and website hosts.  These service providers will have access to your personal information in order to provide these services, but when this occurs, ROL Advisor implements reasonable contractual protections to limit their use of that information to helping us provide services and products.

If the ownership of all or substantially all of our business changes or we otherwise transfer all or part of our assets relating to our business or the Site to a third-party, such as by merger, acquisition, bankruptcy proceeding, joint venture, partnership, or otherwise, we may transfer or sell your personal information to the new owner.  In such a case, unless permitted otherwise by applicable law, your information would remain subject to the terms and conditions set forth in this Privacy Notice unless you agree differently.

ROL Advisor will share personal information with third-party companies, organizations or individuals outside of ROL Advisor if we have a good-faith belief that access, use, preservation, or disclosure of the information is reasonably necessary to:  (1) meet any applicable law, regulation, subpoena, legal process, or enforceable governmental request; (2) detect, prevent, or otherwise address fraud, security, or technical issues; or (3) protect against harm to the rights, property, or safety of ROL Advisor, our users, customers, or the public as required or permitted by law.  In certain situations, we may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

Security Precautions

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic, and managerial procedures to safeguard and secure the information we collect online. However, since the Internet is not a 100% secure environment, we cannot guarantee, ensure, or warrant the security of any information you transmit to ROL Advisor.  There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards.

Retention of Personal Information

ROL Advisor will retain your personal information as needed to fulfill the purposes for which it was collected.  We will retain and use your personal information as necessary to comply with our business requirements, legal obligations, resolve disputes, protect our assets, and enforce our agreements.

Controlling Your Personal Information

Under certain circumstances, you have the right to access, correct, or delete your personal information.  You also have the right to withdraw any consent you have given ROL Advisor to process your personal information.  If you have questions about the personal information ROL Advisor has about you, need to request to modify, access, or delete your information, or want to withdraw your consent for ROL Advisor to process your personal information, you can contact ROL Advisor as set forth below. Additionally, you can sign-up/opt-in to receive free information regarding product updates, promotions, and industry news via e-mail or standard mail.  This is purely optional. Removal/opt-out from these lists is available at any time.

Children’s Privacy

Our Site is not directed toward children under 13 years of age.  If you are under the age of 13, please do not attempt to use this Site, register with us at this Site, or provide any personal information about yourself.  ROL Advisor does not knowingly collect or use information from children under the age of 13.

Changes to the Privacy Notice

ROL Advisor Reserves the right to modify or amend this Privacy Notice at any time. Updates will be posted on this website.  Changes will be effective immediately upon their posting.  Online modifications and amendments supersede any printed version/copy of these policies, terms, and conditions.  We recommend checking back from time to time to see if we have updated the notice.

Contact Us

If you have any questions, comments, concerns, complaints, or suggestions regarding this Privacy Notice, please contact us by email at, call us at 1-262-957-6288, or contact us by U.S. postal mail at the following address PO Box 167, Sister Bay, WI 54234

EU individuals have the right, under GDPR, to complain directly to their Data Protection Authority.  EU individuals wishing to do so may go to to locate their DPA’s contact information.