Privacy Disclosure

Last Updated April 20th, 2020

This privacy policy (“policy”) will help you understand how Summit Financial Strategies (“us”, “we”, “our”) uses and protects the data you provide to us when you visit and use http://www.summitfs-llc.com (“website”, “service”). We are committed to providing you with world class financial services while also protecting your privacy. We encourage you to read this privacy policy carefully. If there are any terms below that you do not agree with, please discontinue use of our site and services immediately.

We reserve the right to make updates and changes to this policy at any given time. If you want to make sure that you are up to date with the latest updates and changes, we advise that you visit this page frequently. If you have any questions or concerns about our policy or practices, please contact us at [email protected].

What User Data We Collect

We collect personal information that you voluntarily provide to us when subscribing to our services, expressing an interest in obtaining information about us or our products and services, when participating in activities on our website, or otherwise contacting us. Personal information may include, but is not limited to, your name and contact information; login credentials; and feedback or correspondence you provide with regard to our services.

There may be times when we collect information from public databases and other outside sources, such as your social media profile.

Additionally, when you visit our website, we may collect:

• Your IP address.
• Other information such as interests and preferences.
• The data profile of your online behavior on our website.

Why We Collect Your Data

We are collecting your data for several reasons:

• To better understand your needs.
• To improve our services and products.
• To customize our website according to your online behavior and personal preferences.
• To assist with account creation and login processes.
• To send administrative information to you.
• To keep our website safe and secure through fraud monitoring and prevention.
• To enforce our terms, conditions and policies.
• To respond to legal requests.

Safeguarding and Securing Data

We are committed to securing your data and keeping it confidential. Summit Financial Strategies has implemented the latest technologies and software in order to prevent data theft, unauthorized access, and disclosure. These technologies and software help us safeguard all the information we collect online.

Information Sharing

We will not share your information unless we have your consent. However, there may be times when we have to share your information in order to comply with laws, protect your rights, or satisfy contractual obligations that we have with you. There may also be times when we have to share your data with third parties who perform services for us or on our behalf and require access to such information in order to do that work. We will not, however, share, sell, rent or trade any of your information with third parties for their promotional purposes.

Our Cookie Policy

Once you agree to allow our website to use cookies, you also agree to use the data it collects regarding your online behavior (analyze web traffic, web pages you spend the most time on, and websites you visit).

The data we collect by using cookies is used to customize our website to your needs. After we use the data for statistical analysis, the data is completely removed from our systems.

Please note that cookies do not allow us to gain control of your computer in any way. They are strictly used to monitor which pages you find useful and which you do not so that we can provide a better experience for you.

If you would like to disable cookies, you can do it by accessing the settings of your internet browser.

Retention of Personal Information

We will only keep your personal information for the amount of time necessary to carry out the purposes laid out in this privacy policy. However, a longer retention period may be required or permitted by law (i.e. tax, accounting or other legal requirements).

Links to Other Websites

Our website contains links that lead to other websites. If you click on these links, we are not responsible for your data and privacy protection. Visiting those websites is not governed by this privacy policy agreement. Please make sure to read the privacy policy documentation of the website you go to from our website.

Your Rights

You have the right (1) to request access to and obtain a copy of your personal information; (2) to request modification or erasure of your personal information; (2) to object to or request restriction of the processing of your personal information; and, if applicable, to request that your personal information be transferred. To make such a request or objection, please contact us at [email protected].

Marketing Email Opt-Out

You can opt-out of our marketing emails at any time by clicking on the “Unsubscribe” link at the bottom of the emails that we send or by contacting us at [email protected]. You will then be removed from our marketing email list. However, please be advised that we may still need to send you service-related emails that are necessary for the administration and use of your account with Summit Financial Strategies.