Information we collect
If you submit a request, we collect your first name, email address, the situation you select, and any phone number, property city, or message you choose to include. We also record the resource or page associated with the request, your text-message consent choice, and when the request was submitted. Please do not include Social Security numbers, banking details, passwords, or sensitive estate documents.
Our hosting and site-measurement tools may process technical information such as IP address, browser and device information, pages visited, referring source, and visit time. These tools help operate, protect, and understand use of the website.
How we use it
We use submitted information to respond to your request, understand the question you want to discuss, maintain a record of the conversation and your contact preferences, and operate and protect this site. Submitting a request does not commit you to selling a property, joining a paid program, or receiving marketing text messages.
Who may receive your information
Requests are handled by the Summit Wealth Strategies team and service providers supporting website hosting, data storage, email delivery, and related operations. Information may also be disclosed where required by law or reasonably necessary to protect rights and safety. We do not sell personal information. We do not share mobile numbers or text-message opt-in information with third parties or affiliates for their marketing or promotional use.
Summit Wealth Strategies is separate from Summit Edge Realty. If your request calls for a licensed real-estate service or another professional referral, we will explain the relevant company and professional role before arranging that introduction.
Optional text messages
If you provide a mobile number and select the separate consent checkbox, you authorize Summit Wealth Strategies to text you about the request you submitted. Consent is optional and is not a condition of purchasing goods or services. Message frequency varies with the conversation; message and data rates may apply. This request-specific consent does not enroll you in a recurring marketing campaign.
Reply STOP to withdraw text-message consent or HELP for assistance. You may also withdraw consent or request help by contacting us at (502) 677-4196 or summitwealthstrategies24@gmail.com. We will honor your request to stop texting. Providing a phone number without selecting the checkbox does not give us text-message consent.
Your choices and information requests
You can choose not to submit a form and can leave optional fields blank. Contact us to ask about information you submitted, correct it, request deletion, or change how we contact you. We may need to verify your identity before responding. Some records may need to be retained to comply with legal requirements, resolve disputes, or maintain necessary business records.
We retain information for as long as reasonably needed for these purposes and applicable requirements. Access is limited to people and service providers who need the information for those purposes. No internet transmission or storage system can be guaranteed completely secure.
Videos, community membership, and outside links
Links to YouTube, Skool, and other outside websites take you to services with their own privacy policies and terms. Those services control information collected on their platforms. Lab membership, billing, and trial enrollment happen on Skool, not through the property-review form. Review the receiving service’s terms before sharing information or enrolling.
Updates to this notice
We may update this notice when our website practices change. The effective date above identifies the version currently posted.
Questions about privacy?
Contact Summit Wealth Strategies at 1994 Charlestown New Albany Road, Jeffersonville, IN 47130-8397. For privacy questions or requests, use the email or phone below. Please do not email sensitive account or estate documents.