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Privacy Policy

PEH Financial Services  |  Effective: 2026-05-07  |  Last Updated: 2026-05-07

Introduction

PEH Financial Services ("Company," "we," "us," or "our") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us. PEH Financial Services is a DBA of F & P Employees Financial Advocates LLC (EIN 46-3719326), a Georgia limited liability company.

Information We Collect

  • Personal identification information: name, email address, phone number, date of birth.
  • Financial information: general financial data necessary to assess insurance and Legacy Planning needs.
  • Usage data: browser type, IP address, pages visited, time spent on pages.
  • Communication data: records of communications with our team, including SMS and email interactions.

How We Collect Information

  • Directly from you when you complete a form on our website or landing pages.
  • When you schedule an appointment or request a consultation.
  • Through cookies and tracking technologies on our website.
  • When you opt in to receive SMS or email communications.

How We Use Your Information

  • Provide insurance and Legacy Planning consultations.
  • Send appointment reminders and follow-up communications.
  • Deliver information about services relevant to your needs.
  • Respond to your inquiries.
  • Comply with legal obligations.

SMS / Text Messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

When you opt in to receive SMS messages from PEH Financial Services:

  • You will receive messages relevant to the consent type you selected (marketing and/or non-marketing).
  • Message frequency varies.
  • Message and data rates may apply.
  • Reply STOP at any time to unsubscribe.
  • Reply HELP for assistance.

Cookies and Tracking

Our website uses cookies and similar tracking technologies to improve your browsing experience. You may adjust your browser settings to refuse cookies; however, some features of our website may not function properly without them.

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We do not share customer opt-in information with affiliates or third parties for marketing or promotional purposes. We may share information only in the following limited circumstances:

  • Service providers: with vendors who assist in operating our business (e.g., appointment scheduling, CRM platforms), under strict confidentiality agreements.
  • Legal requirements: when required by law, court order, or governmental authority.
  • Business protection: to protect the rights, property, or safety of PEH Financial Services, our clients, or others.

Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. No method of transmission over the internet is 100% secure; however, we strive to use commercially acceptable means to protect your data.

Your Rights

  • Request access to the personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your personal information (subject to legal obligations).
  • Opt out of SMS communications at any time by replying STOP.
  • Opt out of email communications by clicking "unsubscribe" in any email.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy periodically. The "Last Updated" date at the top reflects the most recent revision. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Us

PEH Financial Services a DBA of F & P Employees Financial Advocates LLC
1500 Lily Valley Dr, Lawrenceville, GA 30045
Email: pamela@pehfinancial.com
Phone: (678) 926-8640
PEH Financial Services © 2026 PEH Financial Services. All rights reserved.
Pamela Hoggard, Licensed Insurance Professional.
PEH Financial Services is a DBA of F & P Employees Financial Advocates LLC, EIN 46-3719326.
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