Legal
Privacy Policy
Effective date: September 25, 2026
Green Peak Financial ("Green Peak Financial," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. It applies to greenpeak-financial.com and the services we provide.
Information We Collect
- Information you give us: your name, email address, phone number, mailing or city/state location, and details you submit through our forms (including consultation requests, careers applications, and messages).
- Financial and tax information: documents and details you share so we can prepare returns or provide credit and financial planning services. These are exchanged through encrypted upload.
- Automatically collected information: basic usage and device data (such as pages visited and browser type) collected through standard web technologies and cookies.
How We Use Your Information
- To provide, manage, and improve our tax, credit, and financial planning services.
- To respond to inquiries, schedule consultations, and communicate with you about your account or requests.
- To send you service-related and, where you have consented, informational or promotional text messages and emails.
- To meet legal, regulatory, and tax reporting obligations.
Mobile Information and Text Messaging
When you provide your phone number and opt in to receive text messages from Green Peak Financial, you consent to receive SMS messages related to your inquiries, appointments, applications, and services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are never shared with any third parties.
Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP to any message, and you can reply HELP for assistance. See our Terms of Service for full messaging terms.
How We Share Information
We do not sell or rent your personal information. We may share information only with:
- Service providers who help us operate our business (such as secure document storage, scheduling, and communication tools), under confidentiality obligations.
- Authorities or other parties when required by law, regulation, or valid legal process.
As stated above, mobile opt-in and consent information is excluded from all sharing.
How We Protect Your Information
We use reasonable administrative, technical, and physical safeguards to protect your information, including encrypted upload for document exchange. No method of transmission or storage is completely secure, but we work to protect your data and limit access to those who need it.
Your Choices and Rights
- You may request access to, correction of, or deletion of your personal information.
- You may opt out of text messages (reply STOP) or marketing emails (use the unsubscribe link) at any time.
- To make a request, contact us using the details below.
Cookies
We use cookies and similar technologies to operate the site and understand how it is used. You can control cookies through your browser settings.
Children's Privacy
Our services are intended for adults. We do not knowingly collect information from anyone under 18.
Changes to This Policy
We may update this Privacy Policy from time to time. The effective date above reflects the most recent version.