Welcome to The Black Oak Alliance (“we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our services, or interact with us online.
By accessing or using our website, you agree to this Privacy Policy. If you do not agree, please discontinue use of our website.
2. Information We Collect
We may collect the following types of information:
a. Information You Provide
- Contact Information: such as your name, email address, phone number, and mailing address. - Form Submissions: details you provide when scheduling consultations, requesting information, or subscribing to newsletters. - Financial and Personal Data: if you engage in services related to estate planning, insurance, or investment strategies, we may collect additional information necessary to deliver those services (e.g., business information, family structure, or asset details).
b. Information Collected Automatically
- Device & Browser Data: IP address, browser type, operating system, referring URLs, and pages visited. - Cookies and Tracking Technologies: We use cookies, pixels, and analytics tools (such as Google Analytics) to understand user behavior and improve our website.
c. Information from Third Parties We may receive information from trusted partners, affiliates, or publicly available sources to enhance our ability to serve you.
3. How We Use Your Information
We use your information to: - Provide, personalize, and improve our services; - Respond to inquiries and provide customer support; - Send educational materials, newsletters, and promotional offers (only if you opt in); - Conduct analytics and improve website performance; - Comply with applicable laws, regulations, and professional standards.
4. Sharing of Information
We do not sell or rent your personal information. We may share your information only in the following cases:
- Service Providers: with vendors assisting in operations (hosting, analytics, email delivery, etc.), under strict confidentiality agreements. - Professional Partners: with attorneys, CPAs, or insurance providers involved in delivering integrated financial or estate-planning services, with your consent. - Legal Requirements: when required by law, court order, or government request. - Business Transfers: in the event of a merger, acquisition, or restructuring.
5. Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, or misuse. While no system is completely secure, we strive to maintain the highest level of protection consistent with industry standards.
6. Your Choices
You have the right to: - Access and update your information; - Opt out of marketing communications by following the unsubscribe link in our emails; - Request deletion of your personal data, where legally permissible.
We use cookies to enhance user experience and analyze website performance. You may disable cookies through your browser settings, but some features of the site may not function properly.
8. Children’s Privacy
Our services are not directed to children under 18. We do not knowingly collect personal information from minors. If you believe a minor has provided us information, please contact us to remove it.
9. Links to Other Websites
Our website may contain links to external sites. We are not responsible for the privacy practices or content of those third-party websites.
10. Updates to This Policy
We may update this Privacy Policy periodically. All changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this page regularly.
11. Contact Us
If you have questions or concerns about this Privacy Policy, please contact us:
The Black Oak Alliance Email: [email protected] Phone: 405-805-1054 Website: www.blackoakalliance.com Address: Oklahoma City, OK