INTRODUCTION
Welcome to Summit Wealth Strategies's privacy policy
Your privacy is important to us, and we are committed to protecting your personal data. This policy applies to information collected through our opt-in page and explains how we use your data, ensuring compliance with A2P 10 DLC regulations.
Information Collection
- Personal Data: When you opt-in on our page, we collect personal information such as your name, email address, and phone
- Usage Data: We may also collect information on how our service is accessed and used.
Use of Information​
- The information you provide is used to deliver the services or information you have requested.Â
- We may use your contact details to communicate with you, but only for the purposes you have consented to.
Consent
- By checking the consent box on our opt-in page, you agree to the collection and use of your information in accordance with this policy.
Compliance with A2P 10 DLC
- In line with A2P 10 DLC regulations, we do not share, transfer, or sell your personal data to third parties for their marketing purposes.
Data Security
- We implement appropriate security measures to protect against unauthorized access to or alteration of your data.
Changes to This Privacy Policy
- We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page.
- Usage Data: We may also collect information on how our service is accessed and used.
Contact Us
- If you have any questions about this Privacy Policy, please contact us at Info@Summit-WS.com.
DISCLOSURES
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Andy Duff, CA Insurance License # 0B87294. Keith Fedor, CA Insurance License # 0I92800. Kyle Bird, CA Insurance License # 4022874.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, Oh, OR, PA, SC, SD, TN, TX, UT, VA, WA
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. (26-LPL)