Privacy Policy

Peak City Financial respects the privacy of website visitors and clients. This policy describes what information is collected through this website, how it is used, and the choices available to you.

Information collected

The website collects only the information you voluntarily submit through the contact form: your name, email address, optional phone number, whether you are an individual or a business, the service you are asking about, your state of residence, your preferred contact method, and your message. The site also uses essential cookies and local storage required for basic functionality, such as remembering that you dismissed the cookie notice.

Information you should not submit

Do not submit Social Security numbers, tax returns or tax documents, banking credentials, account numbers, health information, or other sensitive personal information through the contact form. Secure document exchange is arranged separately once an engagement begins.

How information is used

Information is used to respond to your inquiry, schedule a consultation, and provide requested services. It is not sold. It is shared with third parties only where necessary to deliver a service you requested — for example, an insurance carrier processing an application you authorized — or where required by law.

Retention

Inquiry information is retained only as long as needed for the purpose it was provided or as required by applicable recordkeeping obligations.

Your choices

You may request access to, correction of, or deletion of information you submitted by contacting [hello@peakcityfinancial.com]. Certain records may need to be retained to meet legal or regulatory requirements.

Third-party services

No third-party analytics, advertising, scheduling, or CRM service is connected to this website at this time. This policy will be updated before any such service is enabled.

Contact

Questions about this policy may be directed to [hello@peakcityfinancial.com] or [(000) 000-0000].