Privacy Policy

Effective Date: October 1, 2026

The Smart Report LLC ("The Smart Report," "TSR," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains how information is collected, used and shared when you visit The Smart Report website, request a sample report, purchase a Smart Report, complete the information necessary for your analysis, or otherwise communicate with us.

Information We Collect

Depending upon how you use our services, we may collect information including your:

Name
Email address
Telephone number
State of residence
Date of birth and marital information
Social Security earnings history and benefit information
Information about your spouse when necessary to prepare a couple's analysis
Information you voluntarily provide through forms, questionnaires or communications
Purchase and transaction information
Website usage and technical information collected through cookies and similar technologies

The Smart Report does not require your Social Security number to prepare your Smart Report, and we ask that you not provide it to us.

Payment information is processed through our payment-processing providers. The Smart Report does not intentionally collect or store complete credit or debit card numbers through its own systems.

How We Use Your Information

We may use your information to:

Prepare and deliver your personalized Smart Report
Analyze Social Security filing options
Process and administer your order
Provide customer service
Communicate with you regarding your order or services
Schedule a consultation if you purchase or request one
Provide requested materials, including a Sample Smart Report
Send educational information and follow-up communications, subject to applicable law and your communication preferences
Improve our website, services and customer experience
Maintain appropriate business and transaction records
Protect against fraud, misuse or security threats
Comply with applicable legal and regulatory requirements

Service Providers

The Smart Report uses third-party service providers to operate its website, process payments, collect information and prepare Social Security analyses.

These providers may include Wix and its associated services, our payment-processing providers, and the RSSA® Roadmap platform used in preparing Social Security analyses.

Information may be provided to these service providers when reasonably necessary to provide the service you requested. Their handling of information may also be governed by their own privacy policies and terms.

RSSA® Roadmap

The Smart Report uses the RSSA® Roadmap professional analysis platform as part of the process of collecting information and analyzing Social Security filing strategies.

When you enter the RSSA Roadmap platform, you are interacting with a third-party platform. Information you provide through that platform may be processed and stored by its provider in accordance with its applicable terms and privacy practices.

We Do Not Sell Your Personal Information

The Smart Report does not sell your personal information.

We also do not provide your personal information to third parties for the purpose of allowing them to market unrelated financial or insurance products to you.

Information may be shared with service providers as necessary to operate The Smart Report and provide the services you requested, or when required by law.

Cookies and Website Analytics

Our website and third-party services may use cookies and similar technologies to operate the website, understand how visitors use it, measure performance, improve the customer experience and support marketing activities.

Your browser and available website privacy controls may allow you to limit certain cookies or tracking technologies.

Communications

If you request information, download a Sample Smart Report, purchase a service, or otherwise provide your contact information, we may communicate with you regarding your request and may send educational or promotional communications where permitted by law.

You may unsubscribe from marketing emails using the unsubscribe link contained in those messages. Service-related communications concerning an existing order may still be sent when necessary.

Data Security

We use reasonable administrative, technical and organizational measures designed to protect the personal information entrusted to us.

No electronic transmission or storage system can be guaranteed to be completely secure, however, and we cannot guarantee absolute security.

Data Retention

We retain personal information only for as long as reasonably necessary to provide our services, maintain appropriate business records, meet legal or regulatory requirements, resolve disputes and enforce agreements.

Your Information and Privacy Requests

You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to applicable law and legitimate record-retention requirements.

Privacy requests may be sent to:

The Smart Report
Powell, Ohio 43065
Email: info@thesmartfilingreport.com
Phone: 740-387-8337

Changes to This Policy

We may update this Privacy Policy periodically. The effective date shown at the top of this page indicates when the policy was last updated.