Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.

Contact Info

Privacy Policy

Pelican's Privacy Policy:

Your Privacy is important to us!

What information do we collect?
We collect information from you when you register on our site, subscribe to our newsletter, respond to a survey or fill out a form.

When registering on our site you may be asked to enter your: name, e-mail address, mailing address or phone number. You may, however, visit our site anonymously.

What do we use your information for?
Any of the information we collect from you may be used in one of the following ways:

To personalize your experience
(your information helps us to better respond to your individual needs)

To improve our website
(we continually strive to improve our website offerings based on the information and feedback we receive from you)

To improve customer service
(your information helps us to more effectively respond to your customer service requests and support needs)
 

To process transactions

Your information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without your consent, other than for the express purpose of delivering the information or service requested.


To send periodic emails

The email address you provide may be used to send you information and updates in addition to receiving occasional company news, updates, related product or service information, etc.

Note: If at any time you would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email.

How do we protect your information?
We offer the use of a secure server. All supplied sensitive information is transmitted via Secure Socket Layer (SSL) technology and then maintained in our Database to be only accessed by those authorized with special access rights to our systems, and are required to keep the information confidential.

Do we use cookies?
Yes, we use cookies as provided by Google and other entities that help us understand the traffic our website enjoys.

Do we disclose any information to outside parties?
We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or others rights, property, or safety.

Third party links
Occasionally, at our discretion, we may include or offer third party products or services on our website. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

California Online Privacy Protection Act Compliance
Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent.

Children’s Online Privacy Protection Act Compliance
We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

Your Consent
By using our site, you consent to our online privacy policy.

Changes to our Privacy Policy
If we decide to change our privacy policy, we will post those changes on this page, and/or update the Privacy Policy modification date below.

Contacting Us
If there are any questions regarding this privacy policy you may contact us using the information below.

Pelican Advisory Group, Inc.
4750 Sherwood Common, Ste 200
Baton Rouge, Louisiana 70816 USA
info@pelicanadvisory.com
225-293-9283
 

 

 

Trusted & Professional Partners for your Business