Privacy Policy

1. Introduction

Perkins Wealth Group LLC ("we," "our," or "us") is committed to protecting your personal information and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, purchase digital products, or engage with us in any capacity. Please read this policy carefully and in its entirety.

By using our website or services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you disagree with its terms, please discontinue use of our site and services immediately. This policy applies to all users of perkinswealthgroup.com and any associated subdomains.

2. Information We Collect

We collect information in several ways depending on how you interact with us. This may include information you provide directly, information collected automatically, and information from third-party sources:

• Personal identifiers such as your name, email address, phone number, and mailing address when you submit a contact form, schedule a consultation, or purchase a product.
• Financial information you voluntarily provide in the course of our consulting, coaching, or educational services — including income, debt levels, and financial goals.
• Usage data including your IP address, browser type and version, operating system, referring URLs, pages visited, and time spent on our site.
• Device information such as device type, unique device identifiers, and mobile network data.
• Communications you send us via email, contact forms, social media, or other channels, including the content of those messages.
• Transaction data related to purchases of digital products, including billing details processed through our payment processors.

We only collect information that is necessary for the purposes described in this policy. You are not required to provide all requested information, but failure to do so may limit our ability to provide certain services.

3. How We Use Your Information

We use your information to:

• Respond to your inquiries and provide the financial services you request.
• Schedule and conduct strategy calls and consultations.
• Send educational content, newsletters, and promotional materials (you may opt out at any time).
• Improve our website and services based on user behavior and feedback.
• Comply with applicable laws and regulations.

4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties for their own marketing purposes. However, we may share your information in the following limited circumstances:

• With trusted service providers and vendors who assist us in operating our website, processing payments, delivering email communications, or providing other business functions — subject to strict confidentiality agreements.
• With licensed financial professionals or insurance carriers when you request a referral or product quote, and only with your implicit or explicit consent.
• As required by applicable law, regulation, legal process, or enforceable governmental request.
• To protect the rights, property, or safety of Perkins Wealth Group LLC, our clients, or the public.
• In connection with a merger, acquisition, or sale of all or a portion of our business, in which case your information may be transferred to the acquiring entity.

5. Data Security

We implement a combination of administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission (SSL/TLS), access controls, and secure data storage practices.

However, no method of transmission over the internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security. In the event of a data breach that affects your rights or freedoms, we will notify you as required by applicable law.

6. Cookies & Tracking Technologies

Our website may use cookies, web beacons, pixel tags, and similar tracking technologies to enhance your experience, analyze site usage, and deliver relevant content. Cookies are small text files stored on your device that help us recognize returning visitors and remember your preferences.

You can instruct your browser to refuse all cookies or to alert you when a cookie is being sent. If you disable cookies, some portions of our website may not function as intended. We may also use third-party analytics services such as Google Analytics that set their own cookies to help us understand site traffic and usage patterns.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it in accordance with our internal data retention policies.

8. Your Rights

Depending on your location, you may have certain rights regarding your personal data, including:

• The right to access the personal information we hold about you.
• The right to request correction of inaccurate or incomplete information.
• The right to request deletion of your personal data, subject to certain exceptions.
• The right to opt out of marketing communications at any time by clicking 'unsubscribe' in any email or contacting us directly.
• The right to data portability where technically feasible.

To exercise any of these rights, please contact us at lloyd.perkins@perkinswealthgroup.com. We will respond to your request within a reasonable timeframe, typically within 30 days.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will take steps to delete such information.

10. Contact Us

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

Perkins Wealth Group LLC
Email: lloyd.perkins@perkinswealthgroup.com