Privacy Policy

Elder Resource Strategies, LLC (ERS)
Effective Date: October 17, 2026

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Elder Resource Strategies, LLC (“ERS,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains what information we collect through our website and related communications, how we use it, who we share it with, and the choices you have.

By using our website, you agree to this Privacy Policy and our Terms and Conditions.

1. Information We Collect

We collect information in the following ways.

Information you give us

• Contact details, such as your name, email address, phone number, and city or ZIP code.
• Information you enter in contact forms, consultation request forms, or appointment booking forms, including any message you write.
• Your request for a downloadable guide or other educational resource.
• Information you provide when you become a client, which is covered by your written client service agreement.

Information collected automatically

• Device and browser type, operating system, and IP address.
• Pages you view, links you click, and the date, time, and length of your visit.
• The website or search that referred you to us.

Information from communications

• Records of emails, calls, texts, and messages between you and ERS.
• Whether you open or click our emails.

2. How We Use Your Information

We use your information to:

• Respond to your questions and consultation requests.
• Schedule and confirm appointments.
• Send guides, checklists, and other resources you request.
• Follow up with you about our services.
• Provide services to clients under a written service agreement.
• Operate, maintain, and improve our website and our business.
• Keep our website secure and prevent misuse.
• Meet legal and recordkeeping requirements.

We do not sell your personal information.

3. How We Share Your Information

We share information only as needed to run our business and serve you.

• Service providers. We use third-party platforms for our website, forms, appointment booking, customer records, email, text messaging, and analytics. These providers process information on our behalf and may use it only to provide their services to us.
• Government agencies. If you are a client and have authorized us in writing, we may share information with the Nebraska Department of Health and Human Services, Iowa Health and Human Services, or other agencies to prepare, submit, or follow up on an application.
• Professional advisors. We may share information with your attorney, financial advisor, or other professional when you ask us to.
• Legal reasons. We may disclose information if required by law, court order, or government request, or to protect our rights, safety, or property.
• Business changes. If ERS is sold or merges with another business, your information may transfer as part of that transaction.

4. Information We Ask You Not to Send Online

Please do not send Social Security numbers, bank or credit card numbers, passwords, medical records, or other highly sensitive information through our website contact forms or by regular email. If we need this information to provide services, we will tell you how to send it securely.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies. Cookies are small files stored on your device. We use them to make the website work, remember your preferences, understand how visitors use the site, and measure how well our marketing performs.

You can block or delete cookies in your browser settings. If you do, some parts of the website may not work as expected. Your browser may also offer a “Do Not Track” or similar setting. Our website does not respond to these signals at this time.

6. Email and Text Communications

If you request a guide or submit a form, we may email you the resource you asked for and follow up about our services. If you agree to receive text messages, we may text you about appointments and your request.

• To stop marketing emails, click the unsubscribe link in any email or contact us.
• To stop text messages, reply STOP to any message.
• Message and data rates may apply to text messages.
• We will not share your mobile phone number or text consent with third parties for their own marketing.

7. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No website, email, or storage system is completely secure, so we cannot guarantee absolute security. You are responsible for keeping your own devices and accounts secure.

8. How Long We Keep Information

We keep information as long as needed to respond to you, provide services, meet legal, tax, and recordkeeping obligations, and resolve disputes. When we no longer need information, we delete it or remove identifying details.

9. Your Choices and Rights

You may contact us at any time to:

• Ask what personal information we hold about you.
• Ask us to correct information that is wrong.
• Ask us to delete your information, subject to legal and recordkeeping requirements.
• Opt out of marketing emails or texts.

Depending on where you live, including Nebraska and Iowa, state law may give you additional rights over your personal information. We will respond to valid requests as required by applicable law. To protect your privacy, we may need to verify your identity before acting on a request.

10. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has sent us information, contact us and we will delete it.

11. Third-Party Websites

Our website may link to government agencies and other third-party websites. We do not control their content or privacy practices. Please read the privacy policy of any site you visit.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version on this page with a new effective date. Your continued use of the website after changes are posted means you accept the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or want to make a request about your information, contact: