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Privacy Policy

Effective Date: 05-30-2026


Your privacy is important to us

CTM Wealth Management & Retirement Solutions, LLC is based in Leander, Texas, and can be reached at 737-412-1275 or craig@ctmwmrs.com.

It is CTM Wealth Management & Retirement Solutions, LLC's policy to respect your privacy regarding any information we may collect while operating our website. This Privacy Policy applies to (hereinafter, "us", "we", or "Website"). We respect your privacy and are committed to protecting personally identifiable information you may provide us through the Website. We have adopted this privacy policy ("Privacy Policy") to explain what information may be collected on our Website, how we use this information, and under what circumstances we may disclose the information to third parties. This Privacy Policy applies only to information we collect through the Website and does not apply to our collection of information from other sources.

This Privacy Policy sets forth the general rules and policies governing your use of our Website. Depending on your activities when visiting our Website, you may be required to agree to additional terms of service.

Contents

Click below to jump to any section of this privacy policy

  1. Website Visitors
  2. Personally-Identifying Information
  3. Security
  4. Links To External Sites
  5. Aggregated Statistics
  6. Cookies
  7. Privacy Policy Changes
  8. TEXTING
  9. Contact Information & Credit

1.Website Visitors

Like most website operators, CTM Wealth Management & Retirement Solutions, LLC collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. CTM Wealth Management & Retirement Solutions, LLC's purpose in collecting non-personally identifying information is to better understand how CTM Wealth Management & Retirement Solutions, LLC's visitors use its website. From time to time, CTM Wealth Management & Retirement Solutions, LLC may release non-personally-identifying information in the aggregate, e.g., by publishing a report on trends in the usage of its website.

CTM Wealth Management & Retirement Solutions, LLC also collects potentially personally-identifying information like Internet Protocol (IP) addresses for visitors who submit our contact form. CTM Wealth Management & Retirement Solutions, LLC only discloses such information under the same circumstances that it uses and discloses personally-identifying information as described below.

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2.Personally-Identifying Information

SMS texts and Phone number will never be shared or sold to any third party or affiliate for marketing purposes.

Certain visitors to CTM Wealth Management & Retirement Solutions, LLC's website choose to interact with CTM Wealth Management & Retirement Solutions, LLC in ways that require CTM Wealth Management & Retirement Solutions, LLC to gather personally-identifying information. The amount and type of information gathered depends on the nature of the interaction. For example, visitors who submit our contact form provide their name, email address, phone number, and a message.

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3.Security

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

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4.Links To External Sites

Our Service may contain links to external sites that are not operated by us. If you click on a third party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy and terms of service of every site you visit.

We have no control over, and assume no responsibility for the content, privacy policies or practices of any third party sites, products or services.

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5.Aggregated Statistics

CTM Wealth Management & Retirement Solutions, LLC may collect statistics about the behavior of visitors to its website. CTM Wealth Management & Retirement Solutions, LLC may display this information publicly or provide it to others. However, CTM Wealth Management & Retirement Solutions, LLC does not disclose your personally-identifying information.

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6.Cookies

To enrich and perfect your online experience, CTM Wealth Management & Retirement Solutions, LLC uses "Cookies" and similar technologies to keep our website running and secure. Our website uses only essential cookies (for example, Cloudflare's bot-protection on the contact form) and does not use cookies for advertising.

A cookie is a string of information that a website stores on a visitor's computer, and that the visitor's browser provides to the website each time the visitor returns. CTM Wealth Management & Retirement Solutions, LLC uses cookies to help CTM Wealth Management & Retirement Solutions, LLC identify and track visitors, their usage of https://ctmwmrs.com, and their website access preferences. CTM Wealth Management & Retirement Solutions, LLC visitors who do not wish to have cookies placed on their computers should set their browsers to refuse cookies before using CTM Wealth Management & Retirement Solutions, LLC's websites, with the drawback that certain features of CTM Wealth Management & Retirement Solutions, LLC's websites may not function properly without the aid of cookies.

By continuing to navigate our website without changing your cookie settings, you hereby acknowledge and agree to CTM Wealth Management & Retirement Solutions, LLC's use of cookies.

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7.Privacy Policy Changes

Although most changes are likely to be minor, CTM Wealth Management & Retirement Solutions, LLC may change its Privacy Policy from time to time, and in CTM Wealth Management & Retirement Solutions, LLC's sole discretion. CTM Wealth Management & Retirement Solutions, LLC encourages visitors to frequently check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.

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8.TEXTING

Text messages from CTM Wealth Management & Retirement Solutions, LLC are sent through MyRepChat (operated by ionlake), a compliance-archived messaging platform used by financial advisors. Our dedicated MyRepChat business texting line is 737-286-9677. Consent to receive text messages is captured directly with Craig after an initial conversation by phone or email — the website does not collect SMS opt-in. Once you have opted in, you can stop receiving SMS messages at any time by replying STOP to any message, or by contacting us at Voice: 737-412-1275 · Text: 737-286-9677 or craig@ctmwmrs.com. Your phone number and SMS opt-in status are never shared or sold to any third party or affiliate for marketing purposes.

Privacy Policy:

  1. Data Collection and Use: We collect your phone number and SMS consent status to provide text-message communications related to your relationship with CTM Wealth Management & Retirement Solutions, LLC. Messages are sent through MyRepChat (operated by ionlake) and may include scheduling, document reminders, and direct correspondence with Craig.
  2. Data Sharing: We do not share your phone number or SMS opt-in status with any third party for marketing purposes. To deliver and archive messages we share your information only with the messaging platform (MyRepChat / ionlake), our broker-dealer LPL Financial and its supervisory and archiving systems, and the wireless carriers necessary to transmit the message. We do not sell your phone number to anyone.
  3. Data Protection: Messages sent through MyRepChat are transmitted using industry-standard encryption and archived in accordance with FINRA and SEC recordkeeping requirements. We maintain reasonable administrative, technical, and physical safeguards to protect your information.
  4. User Rights: You can stop receiving SMS messages from us at any time by replying STOP to any message. You may also reply HELP for assistance. To access, correct, or delete your personal information, contact us at Voice: 737-412-1275 · Text: 737-286-9677 or craig@ctmwmrs.com.
  5. Contact Information: For any questions about SMS communications, please contact us at Voice: 737-412-1275 · Text: 737-286-9677 or craig@ctmwmrs.com.
  6. Message Frequency: Message frequency varies based on your relationship with CTM Wealth Management & Retirement Solutions, LLC and the topics you and Craig are discussing.
  7. Cost Disclosure: Standard message and data rates may apply. Please check with your mobile provider for details.
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9.Contact Information & Credit

If you have any questions about our Privacy Policy, please contact us.

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CTM Wealth Management & Retirement Solutions, LLC

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Explore

  • Meet Our Founder
  • Our Story
  • Who We Serve
  • Services
  • Our Process
  • Contact

Our Process

  • Understanding Your Goals
  • Identifying Risk and Opportunities
  • Planning and Designing
  • Implementation
  • Stewarding and Managing

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