Privacy Policy for Estate Performance Advisors

1. Introduction


Estate Performance Advisors, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.estateperformance.com and when you use our services (financial planning, investment planning, insurance planning, etc.).

By using our website or services, you consent to the practices described in this Privacy Policy.



2. Information We Collect


We may collect the following categories of personal information:


2.1 Personal Information You Provide


  • Name, address, email address, phone number
  • Financial data (e.g., income, assets, liabilities, investment holdings)
  • Insurance information
  • Any other information you submit through contact forms, account setup, applications, or communications



2.2 Automatically Collected Information


  • IP address, browser type, operating system, device identifiers
  • Usage and analytics data (pages visited, time spent, clicks)
  • Cookies, web beacons, and similar tracking technologies



2.3 Communications & Messaging Data

  • Records of client communications with us (email, chat, phone)
  • Transcripts or recordings (if applicable)



3. How We Use Your Information


We use your personal data for the following purposes:

  • To provide, manage, and deliver our services
  • To respond to your inquiries or requests
  • To send confirmations, reminders, updates, and administrative messages
  • To send marketing or promotional communications (with your consent)
  • To comply with legal, regulatory, and audit purposes
  • To analyze and improve our website, services, and customer experience
  • To detect and prevent fraud, misuse, or other harmful activity



4. Legal Basis & Consent


Where required by applicable law, we rely on one or more of the following legal bases to process personal data:

  • Your consent (you agree to us using your data)
  • Performance of a contract (to deliver services you request)
  • Legal compliance (fulfill regulatory obligations)
  • Legitimate interests (e.g., improving services, preventing fraud), so long as they don’t override your rights



5. Sharing & Disclosure of Your Data


We do not sell your personal information. We may share your data in the following circumstances:

  • Service Providers / Vendors: Third parties who perform services on our behalf (e.g., analytics, CRM, email providers, compliance services)
  • Legal & Regulatory Requirements: To comply with law, court orders, or government authorities
  • Business Transfers: In case of merger, acquisition, or sale of assets, your information may be transferred
  • Consent: If you consent to us sharing your data for another purpose



6. Data Security


We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no system is 100% secure — while we strive to protect your data, we cannot guarantee absolute security.



7. Data Retention


We retain personal data only as long as needed to fulfill the purposes listed above or as required by law. After that, we securely delete or anonymize it.



8. Your Rights & Choices


Depending on your jurisdiction, you may have rights including:


  • Access your personal information
  • Request correction or update
  • Request deletion
  • Withdraw consent for processing
  • Opt out of marketing communications
  • Lodge a complaint with a supervisory authority


To exercise these rights, contact us at the information below.



9. Cookies & Tracking


We use cookies and similar technologies to enhance site functionality, analyze site usage, and deliver relevant content. You may be able to disable or limit cookies via browser settings, but this may affect site functionality.



10. Third-Party Links & Websites


Our site may link to external websites. We are not responsible for their privacy practices. We encourage you to read their policies before providing your information.



11. Children’s Privacy


Our services are not directed to minors under 18. We do not knowingly collect personal data from children under 18.



12. Changes to This Policy


We may update this policy. When we do, we will post the revised version on this page with a new effective date. We encourage you to review this page periodically.



13. Contact Us


If you have questions or concerns, please contact us:


Estate Performance Advisors, LLC
8571 W. Grand River Ave, Suite #800, Brighton, MI 48116
109 N 2nd Ave #L9, Alpena, MI 49707
Email: epa@epacorp.net
Phone: (248) 427-0240