Privacy Policy

Information We May Collect

The information we collect depends on how you interact with Elder Guardian 360™. It may include:

• Name, email address, telephone number, and mailing address
• Information submitted through website or intake forms
• Consultation and appointment scheduling information
• Messages, questions, notes, and communication preferences
• Client, family, emergency-contact, and authorized representative information
• Service selections, payment status, and transaction information
• Information needed to provide advocacy, coordination, coaching, or transition support
• Technical information such as browser type, device type, pages visited, and general website activity

How Information Is Collected

We may collect information directly from you, from an authorized family member or representative, or through systems used to operate our business.

These systems may include our Squarespace website, website forms, Google scheduling and document tools, email, telephone communications, Stripe payment services, and Zapier-supported business automations.

Information may also be received from healthcare providers, facilities, service professionals, or other individuals when the client or authorized representative has permitted the communication.

How We Use Information

We may use information to:

• Respond to questions and service inquiries
• Schedule consultations, coaching sessions, and appointments
• Provide requested advocacy, coordination, coaching, LifeFile, or transition services
• Communicate with clients and authorized family members
• Process purchases and confirm payments
• Create and maintain appropriate business and service records
• Coordinate authorized appointments, services, and resources
• Improve our website, services, communication, and customer experience
• Protect our rights, prevent misuse, and comply with legal obligations

Family and Authorized Communication

Elder Guardian 360™ may communicate with family members, caregivers, healthcare providers, facilities, or other individuals only when appropriate authorization has been provided or when otherwise permitted by law.

Clients and authorized representatives are responsible for providing accurate contact information and identifying who may receive updates or participate in service-related communication.

Payments and Transactions

Payments may be processed through Stripe or another authorized payment processor. Payment processors may collect billing information, payment-card details, transaction information, and other information needed to complete a purchase.

Elder Guardian 360™ generally does not receive or store complete payment-card numbers. Payment information is handled by the payment processor according to its own privacy and security practices.

Service Providers

We may share limited information with trusted service providers that help us operate our website and business. These providers may include:

• Website hosting and form providers
• Scheduling and calendar platforms
• Email and communication providers
• Cloud-storage and document-management providers
• Payment processors
• Business automation and workflow providers
• Accounting, legal, insurance, and professional advisers

These providers receive only the information reasonably necessary to perform their services for us.

When Information May Be Shared

Elder Guardian 360™ does not sell or rent personal information. We may disclose information:

• At your direction or with appropriate authorization
• To service providers supporting our business operations
• To complete a service, appointment, referral, or transaction you requested
• When required by law, court order, subpoena, or legal process
• To protect the safety, rights, or property of Elder Guardian 360™, a client, or another person
• As part of a business transfer, reorganization, merger, or sale, subject to applicable law

Client Notes and Documents

In connection with our non-medical services, we may retain non-clinical service notes, appointment information, family communication records, wellness observations, authorization forms, resource information, and documents provided by the client or authorized representative.

Elder Guardian 360™ does not create clinical medical records and does not replace the official records maintained by licensed healthcare providers or facilities.

Clients should share only the information reasonably necessary for the requested service.

Cookies and Website Information

Our website and third-party website services may use cookies, analytics tools, pixels, or similar technologies to support site functionality, understand general website activity, improve performance, and remember visitor preferences.

Depending on your browser and available website controls, you may be able to limit or block cookies. Disabling cookies may affect the operation of certain website features.

Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include password-protected accounts, restricted document access, access controls, secure payment processing, and limiting information access to individuals who need it for legitimate business or service purposes.

No website, email system, cloud service, or electronic storage method can be guaranteed to be completely secure. Information transmitted electronically is provided at the user’s own risk.

Information Retention

We retain personal information only for as long as reasonably necessary to provide services, maintain appropriate business records, complete transactions, resolve disputes, enforce agreements, and comply with legal, insurance, accounting, or regulatory obligations.

The applicable retention period may vary based on the type of information, the services provided, and any legal or contractual requirements.

Your Privacy Choices

Subject to applicable law and recordkeeping requirements, you may contact us to:

• Ask what personal information we maintain about you
• Request correction of inaccurate information
• Update your contact or communication preferences
• Request deletion of eligible information
• Withdraw an authorization for future communications
• Ask questions about how your information is used

We may need to verify your identity or authority before completing a privacy-related request. Some information may need to be retained when required for legal, safety, contractual, insurance, or legitimate business purposes.

Email and Text Communications

When you provide an email address or telephone number, we may use it to respond to your inquiry, send appointment information, provide service-related notices, deliver purchased materials, or communicate about an existing client relationship.

You may request that optional promotional communications stop. Service-related, payment, scheduling, legal, or administrative messages may still be sent when necessary.

External Websites and Platforms

Our website may include links to scheduling tools, payment pages, forms, social-media platforms, or other third-party websites. Those services operate under their own terms and privacy policies.

Elder Guardian 360™ is not responsible for the content, security, or privacy practices of websites and services that we do not own or control.

Children’s Privacy

Elder Guardian 360™ services and this website are intended for adults. We do not knowingly collect personal information directly from children under 13 through this website.

A parent or legal guardian who believes a child has submitted personal information may contact us to request review and appropriate deletion.

Service Area and Governing Practices

Elder Guardian 360™ LLC is based in Florida and primarily serves clients and families in Pinellas County. Information may be stored or processed through service providers operating in other states or locations.

By using our website or services, you understand that information may be processed through the business systems and providers described in this policy.