Privacy Policy

PointOak Retirement Advisors, LLC ("PointOak," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at pointoak.com or engage with our services. Please read this policy carefully. By accessing or using our website, you agree to the terms of this Privacy Policy.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide when you contact us through our website, request a consultation, subscribe to communications, or otherwise interact with us. This may include:

• Name, email address, phone number, and company name
• Job title and professional role
• Information about your retirement plan or financial needs
• Any other information you choose to provide in forms or communications

Automatically Collected Information

When you visit our website, we may automatically collect certain information including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We may use cookies and similar tracking technologies to collect this information.

How We Use Your Information

We may use the information we collect to:

• Respond to your inquiries and provide the services you request
• Communicate with you about our services, including updates and educational content
• Improve our website, services, and user experience
• Comply with legal obligations and regulatory requirements
• Protect against fraudulent, unauthorized, or illegal activity
• Analyze website usage and trends to improve functionality

Sharing Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• With service providers who assist us in operating our website and delivering our services
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of PointOak, our clients, or others
• In connection with a merger, acquisition, or sale of all or a portion of our assets

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. You can control cookie preferences through your browser settings. Disabling cookies may limit certain features of our website.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our website is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected personal information from a child under 18, we will take steps to delete that information promptly.

Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. To exercise these rights, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at: