Privacy Policy


We value your privacy,  and we want to help make your experience with Shepherd Financial Services as satisfying and safe as possible. We have established this Privacy  Policy to explain how we receive, use, and share information you may  provide in connection with your access to this website.


YOUR ACKNOWLEDGEMENT.  The Site is intended for use only by individuals over the age of 18 who  are accessing the Site from inside the United States. By using the Site  or submitting any information to us, you acknowledge that you are over  the age of 18, are in the United States, and that you consent to our use  and sharing of information collected or submitted as described in this  Privacy Policy. This Privacy Policy is incorporated into and is subject  to the Site’s Terms of Use. By using the Site, you expressly consent to  the terms of this Privacy Policy and the information handling practices  described herein


TYPES OF INFORMATION WE COLLECT.  In connection with your use of this Site, we may collect both  personally identifiable information (“PII”) and non-personally  identifiable information (“Non-PII”). PII includes information such as  your name, address, phone number, zip code, email address, and similar  information. Non-PII is non-personally identifiable information, and may  include, for example, your IP address, browser type, domain names,  access dates and similar information. (PII and Non-PII will be  collectively referred to as “Information”)


COLLECTION OF INFORMATION.  We may collect information from you through your voluntary submission  to receive offers from the Site or access to certain resources on the  Site.

We also may collect information from your browser when you  use the Site, using a variety of methods. The information that we with  these automated methods may include, for example, your IP address,  cookie information, a unique device or user ID, browser type, system  type, the content and pages that you access on the Site, and the  "referring URL" (i.e., the page from which you navigated to the Site).  Websites visited before visiting the Site might place Information within  the URL of your browser during a visit to that previous website. We may  unintentionally collect that information as part of referring URL  information. We may also use cookies on the Site to recognize you and to  store references to you and session validators on your hard drive. We  may use passively-collected information to administer, operate, and  improve the Site and our other services and systems, and to provide  services and content that are tailored to you. We may combine non-PII  with PII.

If we directly combine any Non-PII with PII, we treat  the combined information as PII under this Privacy Policy. Otherwise, we  use information collected by passive means in aggregated or other  non-personally identifiable forms.


USE AND SHARING OF INFORMATION.  We may use the information you provide to us for any purpose, including  but not limited to: (1) to provide you with materials that you have  requested, (2) to contact you for the potential purchase of insurance or  other financial products, (3) to personalize our contact with you, (4)  to operate, provide, improve, and maintain the Site, (5) developing new  products and services, (6) to prevent abusive and fraudulent use of the  Site, (7) to send you administrative messages, content, and other  services and features in which we believe you may be interested; and for  any other administrative and internal business purposes permitted by  law.

We may share your information with third parties that who assist us in operating our business and servicing our clients. We may  also disclose Information if, in good faith, it is believed that doing  so is required by a subpoena or other judicial or administrative order or otherwise required by law. Additionally, We may disclose Information if, in good faith, we deem it appropriate or necessary to prevent  violation of the Site’s Terms of Use or our other agreements; take  precautions against liability; protect our rights, property, or safety, or of any individual, or the general public; maintain and protect the  security and integrity of our services or infrastructure; protect  ourselves and our services from fraudulent, abusive, or unlawful uses; investigate and defend ourselves against third-party claims or  allegations; or assist government enforcement agencies.


PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT. Your provision of information to us through the Website will be  considered a grant of permission for us to contact you through any means  provided (including but not limited to mail, phone, text message, fax,  etc;). You have the right to opt-out of further promotional contact from  us. If at any time you desire to be removed from an email mailing list,  please send your request to Shepherd Financial, 45 Swift St, Suite 6, So. Burlington, VT 05403. It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.


PROTECTION OF YOUR INFORMATION.  We maintain a variety of security measures to protect against the loss,  misuse, and alteration of Information under our control. Although we  make good faith efforts to maintain the security of such Information, we  cannot guarantee that it will remain free from unauthorized access,  use, disclosure, or alteration. Further, we cannot guarantee that our  security measures will prevent unauthorized persons from accessing or  obtaining this information. We assume no liability to you or any other  party in relation to the unauthorized access, use, or alteration of any  information provided to us.

If we become aware of a security  breach, we may attempt to notify you electronically so that you can take  appropriate protective steps. By using the Site or providing  Information to us, you agree that we can communicate with you  electronically regarding security, privacy, and administrative issues  relating to your use of the Site. If you believe that there has been a  breach of the Site’s security, please contact us at 802-448-0737.


UPDATES TO THIS PRIVACY POLICY. We may update or amend this Privacy Policy at any time. No prior notice  of any update or amendment is required, and all updates or amendments  are effective upon being posted. We encourage you to periodically review  this Privacy Policy to stay informed about our collection, use, and  disclosure of Information on the Site. Your continued use of the Site  constitutes your agreement to this Privacy Policy and any updates.


CONTACTING US. If you have questions about this Privacy Policy, you may contact us at Shepherd Financial, 45 Swift St, Suite 6, So. Burlington, VT 05403