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Privacy Policy 
My ESOP Planner

Last updated: September 2, 2026

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My ESOP Planner is operated by Peak Wealth Planning, LLC, an investment adviser registered with the State of Illinois. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit this website.

 

INFORMATION YOU PROVIDE TO US

We collect personal information only when you choose to provide it — for example, when you submit our contact form, sign up for our newsletter, download a guide, or schedule a call. Depending on the form, this may include your name, email address, phone number, and any information you include in a message to us.

 

INFORMATION COLLECTED AUTOMATICALLY

Like most websites, we use analytics and measurement tools, including Google Analytics through Google Tag Manager and the Meta Pixel. These tools may use cookies and similar technologies to collect information such as pages visited, time spent on pages, browser or device information, and general location. We use this information to understand how visitors use our site and to measure website and marketing activity. You can limit or block cookies through your browser settings or by rejecting non-essential cookies when you visit our site.

 

PURPOSE OF COLLECTION

We use the information we collect to:

  • Respond to your inquiries and communicate with you,

  • Send you newsletters and other emails you have signed up to receive,

  • Create and maintain internal records of meetings and communications, 

  • Improve our website and services.


DATA STORAGE AND RETENTION

Your personal data is stored securely and retained only as long as necessary to fulfill the purposes for which it was collected, or as required by law. We may retain limited records of inquiries, consultations, meetings, and communications as necessary for business and regulatory purposes.


DATA SHARING

We share your information with service providers as needed to operate Peak Wealth Planning, LLC and this website, or when required by law. We do not sell email lists.


DATA SECURITY

We implement security measures designed to protect your data from unauthorized access and misuse.

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YOUR RIGHTS

You have the right to access your data, correct inaccuracies, request deletion, and restrict the processing of your personal data. To exercise these rights, please email us at info@peakwealthplanning.com. We will respond to requests in accordance with applicable law. In some cases, we may be required by law or regulation to retain certain records.


CHANGES TO THIS PRIVACY POLICY

We may update this policy occasionally. When we do, we will revise the “Last updated” date at the top of this page.

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