Privacy Policy
Effective Date: June 2026
Meridian Peak Financial is committed to protecting your privacy and safeguarding any information you provide through this website.
Information We Collect
We may collect personal information that you voluntarily provide through contact forms, appointment scheduling tools, email communications, or other interactions with our website. This information may include:
Name
Email address
Phone number
Information you choose to provide regarding your financial goals or questions
How We Use Information
Information submitted through this website may be used to:
Respond to inquiries
Schedule consultations or appointments
Provide information about our services
Improve our website and client experience
Comply with applicable legal and regulatory requirements
We do not sell, rent, or share your personal information with unrelated third parties for marketing purposes.
Website Analytics
This website may utilize analytics tools that collect non-personally identifiable information regarding website usage, including pages visited, time spent on the website, and general geographic location. This information is used solely to improve website performance and user experience.
Third-Party Services
This website may contain links to third-party websites or utilize third-party services, including appointment scheduling platforms. Meridian Peak Financial is not responsible for the privacy practices or content of third-party websites.
Users are encouraged to review the privacy policies of any third-party websites they visit.
Security
We take reasonable measures to protect information submitted through this website. However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.
Website Information
Information provided on this website is intended for general educational and informational purposes only. The content presented should not be considered individualized financial, tax, legal, or investment advice. Recommendations and planning strategies should be evaluated based on each individual's unique circumstances and objectives.
Changes to This Policy
Meridian Peak Financial reserves the right to update or modify this Privacy Policy at any time. Changes will be posted on this page.
Questions?
If you have questions regarding this Privacy Policy or the information collected through this website, please contact us at: samantha@retiremeridian.com