Retirement Visions Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Retirement Visions, LLC regarding its recent data breach. The Retirement Visions data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Retirement Visions is a financial services company offering financial planning for individuals. As a retirement planning firm, Retirement Visions offers a variety of services including, retirement planning, life planning, and 401(k) plans. Founded in 2007, Retirement Visions began with the goal of addressing financial issues related to retirement such as risk management, cash flow, and estate planning. Today, Retirement Visions continues to aid in life planning by offering its expertise and guidance to its customers. Headquartered in West Hartford, Connecticut, Retirement Visions offers its services to over 20 states nationwide.


On August 9, 2022, Retirement Visions discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Retirement Visions determined that an unauthorized actor may have accessed this sensitive information on August 9, 2022. On April 4, 2023, Retirement Visions began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Date of birth
  • Driver’s license number
  • Address
  • Financial account numbers
  • Financial information

If you received a breach notification letter from Retirement Visions:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Retirement Visions data breach, you may consider taking the following steps to protect your personal information.

  1. Carefully review the breach notice and retain a copy;
  2. Enroll in any free credit monitoring services provided by Retirement Visions, LLC;
  3. Change passwords and security questions for online accounts;
  4. Regularly review account statements for signs of fraud or unauthorized activity;
  5. Monitor credit reports for signs of identity theft; and
  6. Contact a credit bureau(s) to request a temporary fraud alert.

Share This Post: