FACTS

WHAT DOES PEAK FINANCIAL FREEDOM GROUP, LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives
consumers the right to limit some but not all sharing. Federal law also requires us to tell you how
we collect, share, and protect your personal information. Please read this notice carefully to
understand what we do

What?

The types of personal information we collect and share depend on the product or service you have
with us. This information can include:
Social Security number, net worth and sources of income, transactional history Age, account number, address and phone number

How?

All financial companies need to share customers’ personal information to run their everyday
business. In the section below, we list the reasons financial companies can share their customers’
personal information; the reasons Peak Financial Freedom Group, LLC chooses to share; and
whether you can limit this sharing.

Reasons we can share your personal information

Does Peak Financial Freedom Group LLC share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain
your account(s), or respond to court orders and
legal investigations

Yes

No

For our marketing purposes—
to offer our products and services to you

Yes

No

For joint marketing with other financial companies

No

N/A

For our affiliates’ everyday business purposes—
information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes—
information about your creditworthiness

No

N/A

For our affiliates to market to you

Yes

Yes

For non-affiliates to market to you

No

N/A

To limit our sharing

Call (916) 791-7063

Visit us online: https://peakfinancialfreedomgroup.com/

Click here to download the PDF with the mail in form. Please note:

If you are a new customer, we can begin sharing your information 30 days from the date we sent
this notice. When you are no longer our customer, we continue to share your information as
described in this notice. However, you can contact us at any time to limit our sharing.

Questions?

Call us at (916) 791-7063 or contact us via our website at https://peakfinancialfreedomgroup.com/

Who we are

Who is providing this notice?

Peak Financial Freedom Group, LLC

What we do

How does Peak Financial Freedom Group, LLC protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Peak Financial Freedom Group, LLC collect my personal information?

We collect your personal information, for example, when you open an account with us and provide us with your personal information.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes— information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account that I hold jointly with someone else?

Your choices will apply to everyone on your account—unless you tell us otherwise.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates

Companies not related by common ownership or control. They can be financial and non-financial companies.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.