Privacy Policy
BluePeak Retirement Resource respects your privacy and is committed to protecting the personal information you provide through this website.
We never sell your personal information, and we never share it with outside agents or lead lists.
This Privacy Policy explains what information we collect, how we use it, how it may be shared, and the choices available to you when you interact with BluePeak Retirement Resource.
1. About BluePeak Retirement Resource
BluePeak Retirement Resource provides retirement-related information and connects individuals with financial professionals who may be able to assist with their retirement planning needs.
BluePeak Retirement Resource does not itself provide investment, tax, legal, or financial advice.
2. Information We Collect
When you interact with this website, we may collect information that you voluntarily provide, including:
- Name
- Email address
- Telephone number
- ZIP code or general location
- Age range
- Retirement goals and interests
- Information about retirement savings, income, assets, or financial priorities that you choose to provide
- Responses submitted through questionnaires or forms
- Communication preferences
- Any other information you voluntarily provide
We may also automatically collect certain technical information, such as:
- IP address
- Browser and device information
- Pages visited
- Referring website or advertisement
- Date and time of your visit
- Advertising campaign information
- Cookies and similar tracking technologies
- Interactions with forms and website content
3. How We Use Your Information
We may use information collected through BluePeak Retirement Resource to:
- Respond to your inquiry
- Review the information you submit
- Connect you with an appropriate financial professional
- Contact you regarding your retirement planning interests
- Schedule or facilitate follow-up conversations
- Operate and improve the website
- Measure advertising and marketing performance
- Understand how visitors interact with our website
- Prevent fraud, misuse, or security issues
- Comply with applicable legal and regulatory requirements
Submission of information through this website does not create an advisory, fiduciary, brokerage, insurance, or other professional relationship.
4. How Your Information May Be Shared
We do not sell your personal information. Information you submit is shared only with the small team of licensed financial professionals we partner with, who respond to your inquiry and evaluate whether their services may be appropriate for you. We never share it with outside agents or lead lists.
We may also share information with service providers that assist us with website hosting, form processing, analytics, advertising, email delivery, data storage, customer communication, and other operational functions.
These providers may include platforms used to operate this website and process information submitted through it.
We may also disclose information when required by law, regulation, court order, legal process, or when reasonably necessary to protect our rights, users, or services.
5. Calls, Text Messages, and Emails
If you provide your telephone number or email address and consent to communications, you may receive calls, text messages, or emails regarding your inquiry.
Consent to receive marketing communications is not a condition of purchasing any product or service.
Message and data rates may apply.
You may opt out of text messages at any time by replying STOP. You may also request that we stop contacting you by email or telephone by communicating that request directly to the representative contacting you.
6. Cookies, Analytics, and Advertising Technologies
BluePeak Retirement Resource may use cookies, pixels, analytics tools, and similar technologies to understand website activity and measure advertising performance.
These technologies may collect information about your browser, device, interactions with the website, and the advertisement or source that brought you to the website.
We may use third-party advertising and analytics platforms, including platforms such as Google and Meta, to measure campaign performance and improve our advertising.
We do not intentionally send detailed financial information entered into our questionnaires to advertising platforms for use as advertising identifiers or targeting information.
You can control certain cookies through your browser settings. Disabling cookies may affect some website functionality.
7. Third Party Services
This website may rely on third-party services for functionality such as forms, hosting, analytics, advertising, communications, and data storage.
Those services may collect or process information according to their own privacy policies and terms.
BluePeak Retirement Resource is not responsible for the privacy practices of third party websites that you choose to visit through external links.
8. Data Retention
We may retain personal information for as long as reasonably necessary to respond to your inquiry, operate our services, maintain business records, comply with legal or regulatory obligations, resolve disputes, and enforce agreements.
Retention periods may vary depending on the type of information and the reason it was collected.
9. Your Privacy Choices
Depending on where you live, you may have certain rights regarding your personal information, which may include the right to:
- Request access to personal information we maintain about you
- Request correction of inaccurate information
- Request deletion of certain personal information
- Request information about how your personal information is used or shared
- Opt out of certain marketing communications
10. Data Security
We use reasonable administrative, technical, and organizational measures designed to protect information collected through this website.
However, no website, transmission method, or electronic storage system can be guaranteed to be completely secure.
11. Children's Privacy
BluePeak Retirement Resource is intended for adults and is not directed toward children under 18.
We do not knowingly collect personal information from children through this website.
12. Financial Information
Information provided through this website is collected to better understand your interests and determine whether a financial professional may be able to assist you.
Submitting information does not constitute an application for any investment, insurance, securities, banking, or other financial product.
BluePeak Retirement Resource does not guarantee investment results, retirement outcomes, eligibility for services, or the availability of any particular strategy or product.
13. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.
When changes are made, the updated policy will be posted on this page with a revised effective date.