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Disclosures

PRIVACY & DATA COLLECTION POLICY

Peak Wealth Planning, LLC, is committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

 

This policy was last updated: June 5, 2024.

 

INFORMATION WE COLLECT FROM WEBSITE VISITORS

 

We receive, collect and store any information you enter on our website or provide us in any other way. In addition, we use software tools to measure and collect session information, including page response times, length of visits to certain pages, page interaction information, and methods used to browse away from the page. We also collect personally identifiable information (including name, email, location, career data and time horizon).


 

PURPOSE OF COLLECTION

 

We collect your personal data for the following purposes: to improve our website and services, to communicate with you, to send you newsletters and email campaigns, and to personalize your experience on our website.


 

DATA STORAGE AND RETENTION

 

Your personal data will be stored securely and retained for as long as necessary to fulfill the purposes for which it was collected, or as required by law.


 

DATA SHARING

 

We will only share your information with service providers and third parties as needed to manage and operate Peak Wealth Planning, LLC and this website, unless required by law. We do not sell email lists.


 

DATA SECURITY

 

We implement security measures to protect your data from unauthorized access and misuse.

 

USER RIGHTS

 

You have the right to access your data, correct inaccuracies, request deletion, and restrict the processing of your personal data. To exercise these rights, please message us through our contact form.


 

CHANGES TO THIS PRIVACY POLICY

 

We may update this policy occasionally. Check this page for updates.


 

CONSENT

 

By using our website, you consent to our collection and use of your personal data as described in this policy.

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