Copper Creek Financial, LLC (“we,” “our,” or “us”) values your privacy. This Privacy Policy governs the manner in which Copper Creek Financial collects, uses, maintains and discloses information collected from users of myretirementtestdrive.com. This privacy policy applies to the Site and all products and services offered by Copper Creek Financial.
Copper Creek Financial, LLC offers investment advisory services through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Copper Creek Financial LLC are independent of each other.
Insurance products and services are not offered through BWA but are provided by individually licensed and appointed agents.
We collect personal information you provide through our marketing funnels or event registrations, including:
First and Last Name
Email Address
Phone Number
We also use Google Analytics, which collects anonymous usage data about how visitors interact with our site.
Our Site may use “cookies” and or/web beacons, to include Google Analytics, to enhance User experience. User’s web browser places cookies on their hard drive for record-keeping purposes and sometimes to track information about them. Users may choose to set their web browser to refuse cookies, or to alert you when cookies are being sent. If they do so, note that some parts of the Site may not function properly.
We do not:
Collect geolocation data
Request access to mobile device features
Use AI-based services
Include third-party advertisements
Myretirementtestdrive.com may collect and use users' personal information for the following purposes
– To personalize user experience. We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site.
– To send periodic emails. We may use the email address to respond to inquiries, questions; send educational content and promotional updates; provide reminders and information about events. This information is stored on our customer relationship platform and may be retained indefinitely for educational and marketing purposes.
We do not sell, trade, or rent Users personal identification information with unaffiliated third parties. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates and advertisers for the purposes outlined above.
We may upload your email to Facebook and YouTube to run targeted advertisements. These platforms may use your information according to their own policies
You can unsubscribe from our email list at any time by clicking the “unsubscribe” link at the bottom of any email we send.
By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.
This is a seminar presentation, and this information is being provided as a general source of information. This should not be used as the primary basis for financial or investment decisions. It should not be construed as advice designed to meet the particular needs of an individual situation. Examples are hypothetical and do not guarantee future results or payments.
If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at: [email protected] or (410) 754-4211
You can cancel the SMS service at any time. Simply text “STOP” to the shortcode. Upon sending “STOP,” we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.
If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to [email protected].
Carriers are not liable for delayed or undelivered messages.
As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.
For privacy-related inquiries, please refer to our privacy policy.