15 years of financial data, handled the same way every time

Potter Advisory Group protects the financial information you share during engagements, website visits, and communications. This policy explains what we collect, why we collect it, and how we keep it secure.

Privacy Policy Last Updated: September 30, 2026 Potter Advisory Group LLC (“Potter Advisory Group,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, schedule a consultation, complete an application or form, or otherwise interact with us. By using our website, you acknowledge the practices described in this Privacy Policy. 1. Information We Collect We may collect information that you voluntarily provide to us, including: Name Email address Phone number Company or business name Business type Revenue range Information submitted through contact, application, or scheduling forms Information you provide when communicating with us by phone, email, text message, or other means We may also automatically collect certain information when you visit our website, such as your IP address, browser type, device information, pages visited, referring website, and general website usage information. 2. How We Use Your Information We may use information we collect to: Respond to inquiries and requests Schedule and conduct consultations Determine whether our services may be appropriate for your business Provide and improve our services Communicate with prospective and current clients Send appointment confirmations and reminders Send educational, informational, or marketing communications Operate, maintain, and improve our website Analyze website traffic and marketing effectiveness Protect our business and website from fraud, misuse, or security threats Comply with applicable legal and regulatory requirements 3. Marketing Communications If you provide your contact information, we may use it to communicate with you regarding Potter Advisory Group services, resources, educational content, or other information we believe may be relevant to you, where permitted by law. You may unsubscribe from marketing emails at any time by using the unsubscribe link provided in the email or by contacting us. Transactional or service-related communications, such as appointment confirmations or communications relating to an existing client relationship, may still be sent when appropriate. 4. Text Messages If you voluntarily provide your mobile phone number and consent to receive text messages from Potter Advisory Group, we may send messages related to appointments, inquiries, services, or other communications you have requested or agreed to receive. Message and data rates may apply. Message frequency may vary. You may opt out of text messages at any time by replying STOP. You may reply HELP for assistance. Consent to receive text messages is not a condition of purchasing services. Mobile information and text-message consent information will not be sold or shared with third parties for their own marketing or promotional purposes. 5. Cookies and Analytics Our website may use cookies and similar technologies to operate the website, understand how visitors use it, remember preferences, measure website performance, and evaluate marketing activities. We may use third-party analytics and advertising services that collect information about visits to our website. Depending on your browser and the technologies used on our website, you may be able to disable or limit cookies through your browser settings. Disabling certain cookies may affect website functionality. 6. Advertising and Tracking Technologies We may use advertising platforms or tracking technologies to understand the effectiveness of our advertising and to reach people who may be interested in our services. These providers may use cookies, pixels, or similar technologies to collect information about interactions with our website. Where required by applicable law, we will obtain appropriate consent before using certain tracking technologies. 7. How We Share Information We do not sell your personal information for money. We may share information with trusted service providers that help us operate our business, such as: Website hosting and technology providers Customer relationship management systems Appointment scheduling providers Email and communication platforms Payment processors Accounting and business software providers Analytics and advertising providers Professional advisers and service providers These providers may receive information only as reasonably necessary to perform services on our behalf or as otherwise permitted by law. We may also disclose information when required by law, to respond to lawful requests, to protect our rights or property, or in connection with a merger, acquisition, sale, or other business transaction. 8. Payment Information Potter Advisory Group does not process payments directly through this website unless otherwise indicated. If you become a client, payment information may be collected or processed through a third-party payment processor. Payment information handled by a third-party payment provider is subject to that provider's privacy and security practices. We do not intentionally publish or make payment information available through our website. 9. Data Security We use reasonable administrative, technical, and organizational measures designed to protect personal information. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. You should use reasonable care when providing personal or confidential information electronically. 10. Data Retention We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and client records, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary depending on the type of information and the reason it was collected. 11. Your Privacy Choices Depending on where you live and applicable law, you may have certain rights regarding your personal information. You may contact us to request that we update or correct information you have provided or to ask questions about how your information is handled. You may also opt out of marketing communications as described above. 12. Third-Party Websites Our website may contain links to websites or services operated by third parties. We are not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review their privacy policies before providing personal information. 13. Children's Privacy Our website and services are intended for businesses and adults and are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our website. If we learn that such information has been collected, we will take reasonable steps to delete it. 14. Changes to This Privacy Policy We may update this Privacy Policy periodically to reflect changes to our website, services, technology, or legal requirements. When we make changes, we will update the “Last Updated” date at the top of this policy. 15. Contact Us If you have questions about this Privacy Policy or how Potter Advisory Group handles personal information, please contact: Potter Advisory Group LLC Wisconsin, United States Email: jenny@potteradvisorygroup.com Website: www.potteradvisorygroup.com