Privacy Policy

Effective Date: March 3, 2026

David Peters Financial Group, Peters Tax Preparation & Consulting, PC, Peters Financial LLC (Registered Investment Adviser), Alaruna Bookkeeping & Consulting, and Peters Professional Education (collectively, “we,” “our,” or “us”) respect your privacy and are committed to protecting the personal information you provide through this website.

Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name
Email address
Phone number
Mailing address
Business information
Any information you submit through contact forms, scheduling tools, newsletter sign-ups, or event registrations

We may also automatically collect certain technical information when you visit our website, such as:

IP address
Browser type
Device information
Pages visited
Date and time of access

This information is collected through cookies and similar tracking technologies.

How We Use Your Information

We may use the information we collect to:

Respond to inquiries and provide requested services
Schedule consultations or meetings
Deliver newsletters, updates, or educational content
Process registrations for events or courses
Improve website performance and user experience
Comply with legal or regulatory requirements

We do not sell your personal information.

Sharing of Information

We may share your information with:

Service providers who assist with website hosting, email communications, scheduling tools, or payment processing
Regulatory authorities if required by law
Professional advisors or legal authorities as necessary to comply with applicable laws and regulations

All service providers are expected to maintain appropriate confidentiality and data protection standards.

Ownership of Contact and Mailing Information

David Peters Financial Group is the parent organization of Peters Tax Preparation & Consulting, PC, Peters Financial LLC, Peters Professional Education, David Peters Insurance, and Alaruna Bookkeeping & Consulting. As such, David Peters Financial Group retains ownership of all mailing lists, contact databases, and related client and prospect information collected by or on behalf of these affiliated entities. Contact information you provide to any of these businesses may be shared among them for internal business purposes, including marketing, communications, and service delivery.

By submitting your information through any of our affiliated businesses, you acknowledge and consent to this shared use within the David Peters Financial Group family of companies.

Investment Advisory Privacy

As a Registered Investment Adviser, Peters Financial LLC may be subject to additional privacy obligations under applicable federal and state regulations. Clients of the advisory firm will receive a separate privacy notice, as required by law, describing how nonpublic personal information is collected and safeguarded.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience, analyze website traffic, and improve functionality. You may adjust your browser settings to refuse cookies; however, some features of the site may not function properly.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is completely secure.

Third-Party Links

This website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

Your Choices

You may:

Opt out of marketing emails by using the unsubscribe link
Contact us to request updates or corrections to your personal information
Request information about the data we maintain about you, subject to applicable laws

Children’s Privacy

This website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.

Contact Information

If you have questions about this Privacy Policy, please contact: