Privacy Policy

We value your privacy, and we want to help make your experience with Peak Financial Freedom Group as satisfying and safe as possible. We have established this Privacy Policy to explain how we receive, use, and share information you may provide in connection with your access to this website.

YOUR ACKNOWLEDGEMENT

The Site is intended for use only by individuals over the age of 18 who are accessing the Site from inside the United States. By using the Site or submitting any information to us, you acknowledge that you are over the age of 18, are in the United States, and that you consent to our use and sharing of information collected or submitted as described in this Privacy Policy. This Privacy Policy is incorporated into and is subject to the Site’s Terms of Use.  By using the Site, you expressly consent to the terms of this Privacy Policy and the information handling practices described herein

TYPES OF INFORMATION WE COLLECT

In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information. (PII and Non-PII will be collectively referred to as “Information”)

COLLECTION OF INFORMATION

We may collect information from you through your voluntary submission to receive offers from the Site or access to certain resources on the Site.
We also may collect information from your browser when you use the Site, using a variety of methods.  The information that we with these automated methods may include, for example, your IP address, cookie information, a unique device or user ID, browser type, system type, the content and pages that you access on the Site, and the “referring URL” (i.e., the page from which you navigated to the Site). Websites visited before visiting the Site might place Information within the URL of your browser during a visit to that previous website. We may unintentionally collect that information as part of referring URL information. We may also use cookies on the Site to recognize you and to store references to you and session validators on your hard drive.  We may use passively-collected information to administer, operate, and improve the Site and our other services and systems, and to provide services and content that are tailored to you. We may combine non-PII with PII.

If we directly combine any Non-PII with PII, we treat the combined information as PII under this Privacy Policy. Otherwise, we use information collected by passive means in aggregated or other non-personally identifiable forms.

USE AND SHARING OF INFORMATION

We may use the information you provide to us for any purpose, including but not limited to: (1) to provide you with materials that you have requested, (2) to contact you for the potential purchase of insurance or other financial products, (3) to personalize our contact with you, (4) to operate, provide, improve, and maintain the Site, (5) developing new products and services, (6) to prevent abusive and fraudulent use of the Site, (7) to send you administrative messages, content, and other services and features in which we believe you may be interested; and for any other administrative and internal business purposes permitted by law.

We may share your information with third parties that who assist us in operating our business and servicing our clients. We may also disclose Information if, in good faith, it is believed that doing so is required by a subpoena or other judicial or administrative order or otherwise required by law.  Additionally, We may disclose Information if, in good faith, we deem it appropriate or necessary to prevent violation of the Site’s Terms of Use or our other agreements; take precautions against liability; protect our rights, property, or safety, or of any individual, or the general public; maintain and protect the security and integrity of our services or infrastructure; protect ourselves and our services from fraudulent, abusive, or unlawful uses; investigate and defend ourselves against third-party claims or allegations; or assist government enforcement agencies.

PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT

Your provision of information to us through the Website will be considered a grant of permission for us to contact you through any means provided (including but not limited to mail, phone, text message, fax, etc.). You have the right to opt-out of further promotional contact from us. If at any time you desire to be removed from an email mailing list, please send your request to info@peakfin.com or at 2520 Douglas Boulevard
Suite 110, Roseville, CA.
  It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.

PROTECTION OF YOUR INFORMATION

We maintain a variety of security measures to protect against the loss, misuse, and alteration of Information under our control.  Although we make good faith efforts to maintain the security of such Information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration.  Further, we cannot guarantee that our security measures will prevent unauthorized persons from accessing or obtaining this information.  We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any information provided to us.

If we become aware of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps.  By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us at (916) 791-7063  .

Updates to This Privacy Policy

We may update or amend this Privacy Policy at any time. No prior notice of any update or amendment is required, and all updates or amendments are effective upon being posted.  We encourage you to periodically review this Privacy Policy to stay informed about our collection, use, and disclosure of Information on the Site. Your continued use of the Site constitutes your agreement to this Privacy Policy and any updates.

CONTACTING US

If you have questions about this Privacy Policy, you may contact us at (800) 123-4567 .

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

DISCLOSURE:

All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any financial product. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here are those of the Management Team and provide an insight to our views on Peak Financial Freedom Group, LLC. Every detail in this website is subject to change without notice. Seminar, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.

2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.

All investments involve risk, can involve the loss of principal, and unless otherwise stated, are not guaranteed. Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Consult your financial professional before making any investment decision.

Insurance product features and benefits, such as guaranteed lifetime income riders, are subject to contract terms, limitations, fees, and the claims paying ability of the insurance company issuing the contract. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund the purchase of any other asset including an annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. Different assets can be complex and carry fees, costs, and surrender charges. If you place assets under management with Fiduciary Solutions LLC, we are paid an advisory fee from Fiduciary Solutions LLC and if you purchase an annuity through us, we are paid commissions from an insurance company.

2019(1), 2020(2), 2021(3), 2022(4) and 2023 (5) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, 2022 and 2023 Five Star Wealth Manager Awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a California Registered Investment Advisor. Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).

© 2023 Peak Financial Freedom Group