Privacy Policy

Last Updated: January 2025

Introduction

Summit Financial Consulting, LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

We may collect information about you in various ways, including:

Personal Information

  • Name, email address, phone number, and mailing address
  • Any information you provide through our contact forms

Automatically Collected Information

  • Browser type and version
  • Operating system
  • IP address
  • Pages visited and time spent on our website
  • Referring website addresses

How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our services
  • Process and complete transactions
  • Send administrative information, updates, and marketing communications
  • Respond to inquiries and offer support
  • Comply with legal and regulatory requirements
  • Protect against fraudulent or unauthorized activity
  • Analyze usage to improve our services

Disclosure of Your Information

We may share your information in the following situations:

  • Service Providers: We may share information with third-party vendors who perform services on our behalf, such as custodians, broker-dealers, and technology providers.
  • Legal Requirements: We may disclose information if required by law or in response to valid requests by public authorities.
  • Business Transfers: We may share information in connection with a merger, acquisition, or sale of assets.
  • With Your Consent: We may disclose information for any other purpose with your consent.

Security of Your Information

We use administrative, technical, and physical security measures to protect your personal information. While we have taken reasonable steps to secure the information you provide to us, please be aware that no security measures are perfect, and we cannot guarantee the security of your data.

Your Rights and Choices

You may have certain rights regarding your personal information, including:

  • Accessing and obtaining a copy of your personal information
  • Correcting inaccurate or incomplete information
  • Requesting deletion of your personal information (subject to legal requirements)
  • Opting out of marketing communications

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We may use cookies, web beacons, and similar tracking technologies to collect information about your browsing activities. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies.

Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us at:

Summit Financial Consulting, LLC

43409 Schoenherr Road

Sterling Heights, MI 48313

Phone: (586) 226-2100

Email: info@summitfc.net

Download Privacy Policy

You can download a PDF copy of our complete Privacy Policy for your records.

Download Privacy Policy (PDF)