Peak Financial Privacy Policy

Effective Date: 01/01/2025

Peak Financial LLC is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information.

1. Information We Collect

  • Personal Information: Name, address, phone number, email, Social Security number, and financial details.
  • Transaction Information: Account balances, payment history, and transaction details.
  • Technical Information: IP address, browser type, and device details when you visit our website.

2. How We Use Your Information

  • Process transactions and manage your account.
  • Provide customer support and respond to inquiries.
  • Improve our services and develop new products.
  • Comply with legal and regulatory requirements.

3. How We Share Your Information
We do not sell your personal information. However, we may share your data with:

  • Affiliates & Service Providers: To help us operate our business.
  • Legal & Regulatory Entities: When required by law or to protect against fraud.
  • Business Transfers: In case of a merger, sale, or reorganization.

4. How We Protect Your Information
We implement security measures to protect your data, including encryption, secure servers, and restricted access.

5. Your Choices & Rights

  • Opt-out of marketing communications.
  • Request access, corrections, or deletion of your personal information.
  • Limit data sharing where applicable by law.

6. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices.

7. Updates to This Policy
We may update this Privacy Policy periodically. Changes will be posted on our website with the updated effective date.

8. Contact Us
For questions about this Privacy Policy, contact us at:
Peak Financial LLC
1780 S Bellaire St, Ste 780, Denver CO 80222
303-962-4840
tim@peakfinancial.org