1. Who We Are

FederalRoots.com is a private educational platform operated by Kristy Chase, a licensed federal benefits consultant and retirement strategist. We provide benefit reviews, retirement education, and strategy sessions to federal employees across the United States. This site is not affiliated with the federal government or the Office of Personnel Management (OPM).

2. Information We Collect

We collect the following types of information when you visit the website, complete a form, or schedule an appointment:

• Personal information you provide: Name, email address, phone number, job title, agency, birthdate, and any other data you choose to share via forms, calendar booking, or reviews.
• Appointment and form data: Information related to your employment status, years of service, TSP balance, FEGLI options, and other benefit-related inputs.
• Device and usage data: IP address, browser type, pages visited, time spent on the site, and referral source (via cookies or tracking pixels).

3. How We Use Your Information

We use your information to:

• Provide personalized benefits reviews and retirement reports
• Communicate with you via email or text about your appointment or updates
• Share relevant educational materials or program recommendations
• Improve the website’s functionality and user experience
• Comply with legal or regulatory obligations

We do not sell or rent your personal information to third parties.

4. Third-Party Services

We may use third-party tools to support services like appointment booking, email campaigns, form submissions, analytics, and secure data hosting. These providers may collect or process your data on our behalf, in accordance with their privacy terms.

Examples include (but are not limited to):

• Calendly (appointment booking)
• Google Workspace (email, forms, documents)
• Agent CRM or HighLevel (secure lead and communication platform)
• BombBomb or Mailchimp (video or email campaigns)
• Stripe or Stan Store (digital product transactions, if applicable)

All vendors are required to maintain appropriate data protections.

5. Your Rights and Choices

You may request to:

• Access or update your personal data
• Unsubscribe from emails or text messages at any time
• Request that we delete your data from our records

To do so, simply reply to any email or contact us directly at:
📧 kristy@benefitreviews.info
We’ll honor your request promptly, in accordance with applicable privacy laws.

6. Security

We take reasonable measures to protect your personal data, including encryption, secure access controls, and limited employee access to sensitive information. That said, no system is completely immune to breaches. Please contact us immediately if you suspect your information has been compromised.

7. Cookies & Tracking

We may use cookies and tracking pixels to improve site performance, monitor usage patterns, and personalize your experience. You can disable cookies in your browser settings at any time.

8. Children’s Privacy

FederalRoots.com is intended for adults 18 years or older. We do not knowingly collect information from children under 13.

9. Changes to This Policy

We may update this Privacy Policy from time to time. If we make material changes, we will post the updated version here with a revised “Effective Date” at the top.

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, feel free to reach out. I personally review all inquiries and will respond as soon as possible.

📧 kristy@benefitreviews.info