Privacy Policy

Effective Date: January 2025

At Peak American Financial, we honor time-tested traditions by safeguarding your personal information with the same care and integrity that have guided our firm for generations. This Privacy Policy outlines how we collect, use, and protect the information you share with us when you access our website or engage our services. We are committed to maintaining your trust by adhering to established practices and the highest standards of privacy.

Personal Information:
When you choose to interact with us—whether by inquiring about our services, opening an account, or participating in our events—we may collect personal details such as your name, contact information, financial data, and other details necessary to provide tailored advisory services.

Non-Personal Information:
We also gather non-identifiable information, such as browser type, device details, and usage statistics, to enhance your experience and improve our website and services.

Cookies and Similar Technologies:
In keeping with traditional methods of providing a personalized online experience, our website uses cookies and similar technologies to remember your preferences and assist with site navigation. These tools help us deliver a more efficient and secure browsing experience.

To Provide and Improve Our Services:
Your information is essential in helping us deliver personalized financial advice and support. We use it to process your inquiries, manage your account, and continuously improve the services we offer.

Communication:
We may use your information to send you updates, newsletters, and other communications about our services. We value open, ongoing communication and will only reach out with information we believe is relevant and beneficial to you.

Legal and Regulatory Compliance:
Your data may also be used to comply with legal obligations, regulatory requirements, and industry standards, ensuring that our practices remain transparent and trustworthy.

With Trusted Service Providers:
To facilitate our operations, we may share your personal information with reputable third-party service providers who are contractually bound to safeguard your data. These partners assist us in areas such as IT services, data analytics, and customer support.

For Legal Reasons:
We may disclose your information if required by law or in response to valid legal requests, ensuring that any such disclosure is handled with the utmost respect for your privacy.

In Business Transactions:
In the event of a merger, acquisition, or sale of company assets, your information may be transferred as part of the transaction. Rest assured, all such transfers will be managed in accordance with this Privacy Policy and with the longstanding commitment to your confidentiality.

At Peak American Financial, protecting your data is a responsibility we take to heart. We employ robust technical and organizational measures designed to safeguard your personal information against unauthorized access, alteration, or destruction. Our approach reflects the enduring principles of diligence and prudence that have defined our legacy.

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law. Once the information is no longer needed, it will be securely disposed of in a manner consistent with industry best practices.

You have the right to access, correct, or request deletion of your personal information. Additionally, you may opt out of receiving communications from us at any time. To exercise these rights or if you have any questions about your data, please contact us using the details provided below.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If it comes to our attention that we have inadvertently gathered such information, we will promptly take steps to delete it.

In our commitment to transparency, we may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We encourage you to review this policy periodically to stay informed about how we protect your information.

If you have any questions or concerns about our Privacy Policy or our practices regarding your personal data, please reach out to us:

Peak American Financial
2800 Dallas North Tollway, Suite 360
Plano, Texas 75093
Email: info@peak-team.com

At Peak American Financial, we remain dedicated to preserving your privacy while honoring the enduring values that have always underpinned our service. We appreciate the trust you place in us and are committed to protecting your information as carefully as we have safeguarded our traditions.