Privacy & Data Collection Policy

My ESOP Planner — A Service of Peak Wealth Planning, LLC
Last updated: July 1, 2025

Commitment to Your Privacy

At My ESOP Planner, your privacy matters. This website is operated by Peak Wealth Planning, LLC, a Registered Investment Adviser. We are committed to safeguarding your personal information and handling it responsibly, transparently, and in accordance with applicable privacy laws and industry best practices.

This policy outlines how we collect, use, store, and share your information when you visit our site.

Information We Collect

When you visit www.myesopplanner.com, we may collect the following types of information:

Personal Data: Information you voluntarily provide, such as your name, email address, location, career details, and financial time horizon.
Usage Data: Details about your interactions with the website, including session duration, pages visited, response times, and browsing behavior.
Technical Data: IP address, browser type, device information, and referral sources.

We use tools like cookies and analytics software to help us understand how visitors engage with our content and improve overall site performance.

Why We Collect Your Information

We collect and process your personal data to:

Enhance and personalize your experience on our site
Communicate with you via newsletters, updates, or educational content
Understand how our content is being used to better serve the ESOP community
Respond to inquiries or requests submitted via our contact form

Data Storage & Retention

All personal data is stored securely by Peak Wealth Planning, LLC and retained only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

Data Sharing

We do not sell, rent, or trade your personal information. Your data may be shared with trusted third-party service providers solely for the purpose of supporting business operations (e.g., email delivery, website hosting, analytics), and always under strict confidentiality agreements.

We may disclose information if required by law or regulatory authorities.

Data Security

We use a combination of administrative, technical, and physical security measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction.

However, no method of data transmission or storage is entirely secure. While we strive to protect your personal data, we cannot guarantee its absolute security.

Your Rights

You have the right to:

Access the personal data we hold about you
Request corrections to inaccurate or outdated information
Request deletion of your data, subject to legal or compliance obligations
Limit or object to certain types of processing

To exercise these rights, please contact us through the Contact form on our website.

Updates to This Policy

This Privacy Policy may be updated from time to time. When changes are made, we will revise the "last updated" date at the top of the page. We encourage you to review this page periodically.

Your Consent

By using this website, you acknowledge and consent to the terms outlined in this Privacy & Data Collection Policy.