TYPES OF INFORMATION WE COLLECT. In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information. (PII and Non-PII will be collectively referred to as “Information”)
Collection of Information. We may collect information from you through your voluntary submission to receive offers from the Site or access to certain resources on the Site.
Use AND SHARING of Information. We may use the information you provide to us for any purpose, including but not limited to: (1) to provide you with materials that you have requested, (2) to contact you for the potential purchase of insurance or other financial products, (3) to personalize our contact with you, (4) to operate, provide, improve, and maintain the Site, (5) developing new products and services, (6) to prevent abusive and fraudulent use of the Site, (7) to send you administrative messages, content, and other services and features in which we believe you may be interested; and for any other administrative and internal business purposes permitted by law.
PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT. Your provision of information to us through the Website will be considered a grant of permission for us to contact you through any means provided (including but not limited to mail, phone, text message, fax, etc;). You have the right to opt-out of further promotional contact from us. If at any time you desire to be removed from an email mailing list, please send your request to firstname.lastname@example.org or at 775 SW Bonnett Way Suite 120 Bend, OR 97702. It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.
PROTECTION OF YOUR INFORMATION. We maintain a variety of security measures to protect against the loss, misuse, and alteration of Information under our control. Although we make good faith efforts to maintain the security of such Information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration. Further, we cannot guarantee that our security measures will prevent unauthorized persons from accessing or obtaining this information. We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any information provided to us.
If we become aware of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps. By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us at 541-728-0321.
Investment advisory services offered through Elevation Capital Advisory, LLC, an Oregon Registered Investment Advisor, and Global Financial Private Capital LLC, an SEC Registered Investment Advisor. ECA and GFPC are not affiliated. Insurance services offered through Elevation Capital Strategies, Inc.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.