Privacy Policy

Welcome to Point Oak Retirement Advisors! Your privacy is a top priority for Point Oak Retirement Advisors. This Privacy Policy is to inform you about our collection and use of non-public personal information about users so that you, as a client, are aware of how your own non-public personal information is collected and used.

The following discloses our information gathering practices for this website:

Security of Personal Information

Your privacy is a top priority for Point Oak Retirement Advisors. We use the most sophisticated and up-to-date security measures to ensure that any information you transmit to us is protected. Whenever your personal information is sent from your browser to our server, it is encrypted using server certificate technology via the Secure Socket Layer to ensure that no third parties can gain access to it. This is especially important as proprietary company information must be kept confidential.

We employ appropriate protection to users information against unauthorized access, disclosure, alteration or destruction. These may include, among others, encryption, physical access security and other technologies. Point Oak Retirement Advisors continually reviews and enhances its security systems, as necessary.
All customer data is stored on a heavily secured server to protect it from outside parties. Employees of Point Oak Retirement Advisors will have access to your account information only as required by you to handle any questions you may have about your account. Each of our employees has responsibility for maintaining and protecting the confidentiality of customer information. Our company policy is to prohibit employees from accessing your personal information unless there is a business reason to do so. We train our employees to recognize the importance of customer confidentiality.

Collection of Personal Information

All database activity on the protected website is logged. Point Oak Retirement Advisors collects personal information, such as your login and password, company name, documents retrieved and pages visited. Point Oak Retirement Advisors also collects information about your computer hardware and software. This information may include: your IP address, access times, browser type and referring website addresses. Point Oak Retirement Advisors uses this information for the operation of the service, to prevent unauthorized access, maintain the quality service, and to provide general statistics regarding use of Point Oak Retirement Advisors.

In order to determine what Point Oak Retirement Advisors webpage and services are the most popular, Point Oak Retirement Advisors keeps track of the pages our customers visit within, This data may be used by Point Oak Retirement Advisors to deliver customized content and advertising to customers whose behavior indicates that they are interested in a particular subject area which leads us to cookies.


Occasionally Point Oak Retirement Advisors may use a “cookie” to help us build up a demographic profile and pleasant user experience for returning users. A cookie is a small piece of information sent by a web server to a web browser, which enables the server to collect information back from the browser. You can choose whether to accept cookies by changing the settings of your Internet browser.

Trademark Information

Point Oak Retirement Advisors, and the Point Oak Retirement Advisors logo are trademarks of Point Oak Retirement Advisors. Without Point Oak Retirement Advisors’ prior permission, you agree not to display or use in any manner.

Changes to Privacy Policy

Point Oak Retirement Advisors reserves the right to modify this Privacy Statement at any time. Point Oak Retirement Advisors encourages you to review this statement whenever you visit in order to obtain the most current statement.

If you have any questions or comments about this Privacy Policy, please contact us at the below.

Point Oak Retirement Advisors
3100 Clarendon Blvd, Suite 200
Arlington, VA 22201