Privacy Policy
Effective Date: September 11, 2026
Pearl Financial Partners is committed to protecting the privacy and security of your personal and financial information. This policy describes what we collect, how we use it, and the rights you hold.
1. Information We Collect
We collect information you provide directly to us when you request a consultation, engage our services, or communicate with our firm. This includes your name, email address, telephone number, business details, and any financial information you choose to share for the purpose of service delivery.
We also collect limited technical information automatically, such as how you accessed our website, your approximate location, and usage data, solely to improve the security and performance of our digital presence.
2. How We Use Your Information
Your information is used exclusively to deliver the financial services you have engaged, to communicate with you regarding those services, to fulfill legal and regulatory obligations, and to safeguard the integrity of your financial records.
We do not sell, rent, or trade your personal or financial information to any third party under any circumstances. Your data is never a commodity.
3. Data Security
We protect your information with the discipline of a vault. We maintain secure digital document storage, strict access controls limited to authorized personnel, and audit-ready record-keeping practices.
While no system can guarantee absolute security, we apply commercially reasonable and industry-standard safeguards consistent with the sensitivity of financial data.
4. Information Sharing
We share information only when necessary to deliver your engaged services — for example, with regulated tax authorities as required by law, or with trusted service providers bound by strict confidentiality obligations.
We will never disclose your information for marketing purposes or to unaffiliated third parties.
5. Your Rights
You may request access to, correction of, or deletion of your personal information held by us at any time. You may also withdraw consent for certain processing activities without affecting the lawfulness of processing prior to withdrawal.
To exercise any of these rights, contact us directly using the coordinates provided below.
6. Data Retention
We retain your information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or regulatory reporting requirements. Records are then securely destroyed or anonymized.
7. Cookies & Tracking
Our website may use minimal cookies and analytics to understand aggregate usage and improve performance. You may control cookies through your browser settings; disabling them may affect certain features.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Material changes will be reflected by updating the effective date below. Continued use of our services after any change constitutes acceptance of the revised policy.
9. Contact Us
If you have questions about this Privacy Policy or our data practices, contact us at Billing@Pearlfinancialpartners.com or (208) 441-8070.