Your information,
handled with care.

What the intake collects

The questionnaire asks for contact information, birth date, household situation, retirement goals, approximate income and savings, expenses, Social Security benefit estimates, health/protection answers and estate-document status. These details support an advisor-reviewed retirement-planning profile.

What you should never provide

Do not provide Social Security numbers, account numbers, passwords or login credentials. An optional SSA statement must be a PDF with sensitive identifiers redacted. Uploading a statement is not required.

Saving and returning

Answers are saved on the server through a restricted intake session. Portal emails are routed only to brokerjesse247@gmail.com, not directly to a client's entered email address. Delivery is shown as queued until the provider accepts it. Jesse may securely relay a resume/update link only to its intended client. Resume links are access credentials; never send them to another client, and never forward an advisor password-reset link to clients. Sensitive answers are not stored in browser local storage.

Who can access your profile

The assigned LSRT advisor can review and edit the profile after submission. Advisor access requires a verified email/password login, protected server session and idle timeout. Profile/raw intake content, report snapshots, generated PDFs and optional uploads are encrypted at the application layer. Some normalized contact and structured planning fields are private database fields used by the advisor workspace rather than application-layer encrypted blobs. Private report links expire and require the owning advisor’s live session. Uploaded documents are not automatically sent to AI services.

Reports and retention

Generating a report saves a versioned snapshot of its inputs, assumptions, sources, results and advisor-approved letter. Editing a profile does not rewrite previously generated reports. Reports record an immutable six-year retention date. The owning advisor can place or release an audited legal hold; release does not delete data, and submitted records are not automatically permanently deleted. Off-host recovery and separate key custody remain unverified; local encryption or a restore flag alone does not establish independent recovery. Contact the LSRT advisor to request access or correction; deletion requests require owner review and may be limited by obligations that apply.

Planning is not a guarantee

Reports are educational and illustrative, not guarantees or filed tax calculations. Incomplete inputs and unsupported cases are identified for advisor review. LSRT Insurance does not provide tax or legal advice. Consult a qualified tax professional or attorney. Reports are not automatically emailed.