Privacy Policy
Last updated: October 29, 2026
Information We Collect
We collect information you voluntarily provide when you fill out forms on our website, including your name, email address, phone number, state, age range, and any messages you submit. We may also collect information about how you use our website, including pages visited and referral sources.
How We Use Your Information
We use the information you provide to respond to your inquiries, schedule strategy calls, send requested resources (such as our planning checklist), and provide educational content about long-term care planning. We may also use your information to improve our website and services.
Information Sharing
We do not sell, rent, or trade your personal information to third parties. We may share your information with trusted partners who assist us in operating our website or conducting our business, provided they agree to keep your information confidential. We may also disclose information when required by law.
Tracking Technologies
We may use cookies, web beacons, and similar technologies to track activity on our website and store certain information. These technologies help us understand how visitors use our site and improve the user experience. You can choose to disable cookies through your browser settings.
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, alteration, or disclosure. However, no method of transmission over the internet is completely secure.
Your Rights
You may request access to, correction of, or deletion of your personal information. To exercise these rights, please contact us using the information provided on our website.
Children's Privacy
Our website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.
Contact Us
If you have questions about this Privacy Policy, please contact Lipson Financial Group through the contact information provided on our website.
License No. [Placeholder — State License #]