Cookie Policy

Understanding How We Use Cookies

Last Updated: January 2025

What Are Cookies?

Cookies are small text files that are placed on your computer or mobile device when you visit a website. They are widely used to make websites work more efficiently and provide a better user experience. Cookies help us understand how you use our website and enable us to improve our services.

At Summit Financial Advisors, we use cookies and similar technologies to enhance your browsing experience, analyze site traffic, personalize content, and provide relevant information about our financial advisory services.

Types of Cookies We Use

1. Strictly Necessary Cookies

Purpose: These cookies are essential for the operation of our website. They enable core functionality such as security, network management, and accessibility.

Examples: Session cookies, security cookies, load balancing cookies

Duration: Session-based (deleted when you close your browser)

Can be disabled: No - these are required for the website to function properly

2. Performance and Analytics Cookies

Purpose: These cookies collect information about how visitors use our website, such as which pages are visited most often and if error messages are received. This helps us improve our website's performance.

Examples: Google Analytics, page view tracking, bounce rate analysis

Duration: Up to 2 years

Can be disabled: Yes

3. Functionality Cookies

Purpose: These cookies allow our website to remember choices you make (such as your language preference or region) and provide enhanced, personalized features.

Examples: Language preferences, form data, customization settings

Duration: Up to 1 year

Can be disabled: Yes, but this may affect website functionality

4. Targeting and Advertising Cookies

Purpose: These cookies are used to deliver content more relevant to you and your interests. They may be used to deliver targeted advertising or limit the number of times you see an advertisement.

Examples: Remarketing cookies, interest-based advertising

Duration: Up to 1 year

Can be disabled: Yes

Third-Party Cookies

We work with trusted third-party service providers who may also set cookies on your device when you visit our website. These partners help us:

  • Google Analytics: Understand website usage and visitor behavior
  • Social Media Platforms: Enable content sharing and social features
  • Advertising Networks: Deliver relevant advertisements across the web
  • Customer Support Tools: Provide live chat and support services

These third parties have their own privacy policies, and we encourage you to review them. We do not control these cookies and are not responsible for their privacy practices.

How to Manage Cookies

You have the right to accept or reject cookies. Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer.

Cookie Consent Tool

When you first visit our website, you'll see a cookie banner allowing you to choose which types of cookies you want to accept. You can modify your preferences at any time by clicking the "Cookie Settings" link in our website footer.

Browser Settings

You can control and manage cookies through your browser settings. Here's how to manage cookies in popular browsers:

Google Chrome

  1. Click the three-dot menu icon in the top-right corner
  2. Select "Settings" → "Privacy and security"
  3. Click "Cookies and other site data"
  4. Choose your preferred cookie settings

Mozilla Firefox

  1. Click the menu button and select "Settings"
  2. Select "Privacy & Security" panel
  3. Under "Cookies and Site Data," choose your settings
  4. Click "Manage Data" to view and remove specific cookies

Safari (macOS)

  1. Click "Safari" in the menu bar
  2. Select "Preferences" → "Privacy"
  3. Choose "Block all cookies" or customize settings
  4. Click "Manage Website Data" to view stored cookies

Microsoft Edge

  1. Click the three-dot menu icon
  2. Select "Settings" → "Cookies and site permissions"
  3. Click "Cookies and site data"
  4. Choose your preferred settings

Opt-Out Tools

You can also opt out of certain cookies using these resources:

⚠️ Important Note

If you disable or reject cookies, some features of our website may not function properly, and your user experience may be limited. Certain areas of our site require cookies to provide secure services.

Cookies on Mobile Devices

Mobile devices also use cookies and similar tracking technologies. To manage cookies on mobile devices:

  • iOS (iPhone/iPad): Go to Settings → Safari → Block All Cookies
  • Android: Open your browser → Settings → Site settings → Cookies

Each mobile browser has different cookie management options. Consult your device's help documentation for specific instructions.

Changes to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in technology, legislation, our business operations, or for other operational, legal, or regulatory reasons. When we make changes, we will update the "Last Updated" date at the top of this policy.

We encourage you to review this Cookie Policy periodically to stay informed about how we use cookies and similar technologies.

Contact Us

If you have any questions about our use of cookies or this Cookie Policy, please contact us:

Summit Financial Advisors

Email: [email protected]

Phone: +1 (234) 567-890

Address: 123 Financial District, Suite 500
Business City, ST 12345
United States

For more information about how we handle your personal data, please review our Privacy Policy.

Additional Resources

To learn more about cookies and online privacy, visit: