Pinnacle Financial Strategies Website Privacy Policy
Effective October 17, 2024
This privacy statement (“Privacy & Security Policy” or “Policy”) explains how MJCM, LLC dba Pinnacle Financial Strategies, and its affiliates (“Pinnacle”) collect, use, and protect the information you provide through Pinnacle’s website and associated sites (collectively, the “Site”). This Policy does not cover services Pinnacle offers in partnership with its clients. Such services will be governed by separate websites and the privacy statements found on those sites.
Pinnacle is committed to maintaining the confidentiality, integrity, and security of your personal information. “Personal information” refers to any data that identifies, relates to, describes, or could reasonably be linked to you, directly or indirectly.
Pinnacle implements privacy and security standards to guard against identity theft and ensure the safety of your personal information. We regularly review and adapt our policies to respond to emerging security challenges.
Table of Contents
- Your information is not for sale.
- We limit the collection and use of personal information.
- Managing and updating your contact information.
- How we use online session information.
- Surveys and feedback.
- Legal disclosure of your information.
- Data transfer upon a change of control.
- Accessing, transporting, or deleting your data.
- California Residents’ rights.
- Email communications.
- Data security and protection.
- Policy updates.
- Contact information for questions or concerns.
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- Your Information is Not for Sale
We do not and will not sell or rent your personal information to anyone, for any reason, at any time. Pinnacle only uses and discloses your information as follows:
– To analyze Site usage and improve the services.
– To fulfill your requests for products and services.
– For market research, project planning, fraud detection, and other security-related issues.
– To enforce Pinnacle’s Website Legal Notice & Terms of Use.
– As otherwise outlined in this Policy.
- We Limit the Collection and Use of Personal Information
Most features of the Site are accessible without providing personal information. However, some features may request your name, phone number, address, email, or employer (collectively, “Contact Information”). You may choose whether to provide this information, which will only be used for its stated purpose.
Pinnacle may collect anonymous or aggregate information that does not personally identify you and disclose such data to third parties for marketing, research, or promotional purposes.
Access to your Contact Information is restricted, and it is protected in line with Pinnacle’s internal policies and safeguards.
- Managing and Updating Your Contact Information
If your Contact Information changes while using the Site, you can update it at any time via the Site.
- How We Use Online Session Information
When visiting the Site, we may collect technical information, such as browser type, IP address, pages visited, and time spent on the Site. This data helps improve your experience by ensuring compatibility and enhancing site design.
We use “cookies,” small data files stored by your browser, to track preferences and analyze Site activity. You can disable cookies through your browser settings, though this may limit the Site’s functionality.
Third-party service providers may also use cookies or other technologies to analyze Site performance and visitor behavior. They do not have access to your personal information and are required to comply with this Policy.
- Surveys and Feedback
From time to time, Pinnacle may ask you to participate in surveys aimed at improving the Site. Any personal information collected through surveys will be used solely for that purpose and in accordance with this Policy.
- Legal Disclosure of Your Information
Pinnacle reserves the right to disclose your personal information if:
– It is necessary to enforce our rights or address a breach of this Policy.
– It is needed to prevent illegal or prohibited activities.
– Required by applicable law, regulation, subpoena, or legal process.
- Data Transfer Upon a Change of Control
If Pinnacle undergoes a merger, acquisition, or other change of control, your personal information may be transferred as part of the business transaction. You may choose to opt-out of promotional communications following any change of control.
- Accessing, Transporting, or Deleting Your Data
Your data belongs to you. You may request its removal from our systems at any time. Once deleted, your data will be permanently erased from our primary servers. However, Pinnacle reserves the right to retain and use anonymized data derived from your personal information.
- California Residents’ Rights
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA). These rights include requesting information about our data collection practices and requesting the deletion of your personal information. You may exercise these rights by contacting us using the information below.
- Email Communications
You may subscribe to email newsletters or promotions from Pinnacle. You can opt-out of receiving promotional emails at any time by following the instructions in the email. However, service-related emails, such as account alerts, will continue to be sent.
- Data Security and Protection
Pinnacle employs advanced security measures to protect your personal information. These include firewalls, encryption, and multi-level authentication. Access to our systems is restricted, monitored 24/7, and only accessible to authorized personnel.
- Policy Updates
We reserve the right to modify this Policy at any time, with or without notice. The date of the most recent update will be displayed at the top of this document. Changes are effective immediately upon posting.
- Contact Information
If you have any questions, concerns, or feedback regarding this Privacy & Security Policy, please write to us at 3550 N. Lakeline Blvd. Ste.170-1304 Leander, TX 78641, or email us at info@pinnstrat.com.
