1. OVERVIEW

Utah Senior Planning (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect your personal, financial, and health information when you visit www.utahseniorplanning.com or engage our Services (including Flint Meadow Financial and SSW Law).

2. INFORMATION WE COLLECT

We may collect the following types of information:

A. Information You Provide

• Name, address, email, phone number

• Date of birth, marital status, family member details

• Financial information (income, assets, insurance, retirement accounts)

• Legal information (estate documents, POAs, trusts, etc.)

• Health and medical information (diagnoses, prescriptions, long-term care needs)

• Any details voluntarily shared in consultations, forms, or uploaded documents

B. Information Collected Automatically

• Browser and device data (IP address, browser type, operating system)

• Website usage data (pages viewed, clicks, session duration)

• Cookies or tracking tools for analytics and marketing (you may disable cookies via browser settings)

C. Information from Third Parties

We may receive information from referral partners, government agencies, or service providers relevant to your care, benefits, or planning needs.

3. HOW WE USE YOUR INFORMATION

Your data helps us:

• Provide long-term care planning, benefit eligibility reviews, and consultations

• Coordinate with Flint Meadow Financial and SSW Law for financial and legal planning

• Prepare financial analyses, asset protection strategies, or legal documents (as authorized)

• Communicate with you about appointments, updates, or educational content

• Comply with applicable laws (HIPAA, GLBA, or state privacy laws)

• Improve our Website, marketing, and customer experience

We will never sell or rent your personal information.

4. DISCLOSURE & SHARING OF INFORMATION

We may share information with:

• Affiliated partners: Flint Meadow Financial (for financial planning) and SSW Law (for legal advice), when relevant and with your consent.

• Service providers: IT, CRM, marketing, or document-management vendors who help us operate securely.

• Government or legal authorities: When required by law, subpoena, or to protect rights and safety.

• Successors or assigns: In case of business restructuring, merger, or sale (with notice provided).

Each affiliated entity follows its own professional confidentiality rules — SSW Law follows attorney-client privilege, and Flint Meadow Financial adheres to financial privacy and compliance under the Gramm-Leach-Bliley Act (GLBA).

5. HEALTH INFORMATION (HIPAA NOTICE)

Some services may require us to collect or receive health-related information. While Utah Senior Planning is not a covered entity under HIPAA, we maintain administrative, technical, and physical safeguards consistent with HIPAA standards to protect all health information shared with us or our partners.

If you engage with a licensed attorney (SSW Law) or a financial professional (Flint Meadow Financial) and share medical information, those entities may separately be subject to additional confidentiality or compliance laws.

6. DATA SECURITY

We employ encryption, password protection, secure servers, and limited-access data storage to protect your information. While we take all reasonable precautions, no system is entirely secure, and you share information at your own risk.

7. DATA RETENTION

We retain your information only as long as necessary to provide our services, comply with legal obligations, and maintain professional records required by law or regulation.

8. YOUR PRIVACY RIGHTS

Depending on your state, you may have the right to:

• Access, correct, or delete your personal data

• Opt out of communications or data sharing

• Request a copy of your records

• Withdraw consent to future use of data

Requests can be made by emailing [email protected] or calling 801-546-9556.

9. CHILDREN’S PRIVACY

Our services are intended for adults. We do not knowingly collect information from individuals under 18. If you believe a minor’s data has been submitted, contact us to have it deleted.

10. POLICY UPDATES

We may revise this Privacy Policy periodically. Updates will be posted on our Website with a new effective date.

11. CONTACT US

If you have questions about this Privacy Policy, or how we handle your information, please contact:

Utah Senior Planning
1330 Flint Meadow Drive Kaysville, UT 84037
Email: [email protected]
Phone: 801-546-9556
Website: www.utahseniorplanning.com