Privacy Policy

Last Updated: December 21, 2025

Summer Shade Senior Advisors operates this website and related virtual consultations, in-person services, digital services, including all information, content, features, tools, consultation services, resources, forms, communications, and offerings (collectively, the “Services”). This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you visit our website, engage with our Services, complete forms, book consultations, communicate with us, or otherwise interact with Summer Shade Senior Advisors.

If there is any conflict between this Privacy Policy and our Terms of Service, this Privacy Policy controls with respect to the collection, processing, and disclosure of your personal information.

Please read this Privacy Policy carefully. By accessing or using our Services, you acknowledge that you have read, understand, and agree to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

Personal Information We Collect

When we use the term “personal information,” we mean information that identifies, relates to, describes, or can reasonably be linked to you or another individual. Personal information does not include data that has been anonymized or de-identified so that it cannot reasonably be associated with an identifiable person.

Depending on how you interact with our Services and as permitted by applicable law, we may collect the following categories of personal information:

Contact information, including name, email address, phone number, mailing address, and other contact details you provide.

Consultation and intake information, including details you voluntarily provide through intake forms, consultation requests, questionnaires, or communications related to senior living planning, care needs, preferences, timelines, and budgets.

Payment and transaction information, including payment method details, transaction confirmations, billing information, and related records processed through third-party payment providers.

Communication information, including emails, messages, inquiries, and other information you choose to share when contacting us.

Device and technical information, including IP address, browser type, device identifiers, operating system, and similar technical data.

Usage information, including how you interact with our website, pages viewed, time spent, links clicked, and other activity data collected through cookies and similar technologies.

Sources of Personal Information

We may collect personal information from the following sources:

Directly from you when you complete forms, book consultations, communicate with us, subscribe to emails, or otherwise provide information.

Automatically through our website and Services using cookies, analytics tools, and similar technologies.

From service providers that support our operations, such as website hosting, scheduling tools, payment processors, email platforms, analytics providers, and customer support tools.

From partners or third parties, where permitted by law and consistent with this Privacy Policy.

How We Use Your Personal Information

We use personal information for the following purposes:

To provide, operate, and improve our Services, including scheduling consultations, processing payments, delivering guidance, responding to inquiries, and managing our relationship with you.

To personalize and tailor guidance, resources, and communications based on your interests, needs, and circumstances.

To communicate with you, including responding to questions, sending service-related messages, appointment confirmations, updates, and administrative communications.

To send educational content, newsletters, updates, and promotional communications where you have opted in, with the ability to unsubscribe at any time.

To maintain the security, integrity, and functionality of our website and Services, including fraud prevention and system monitoring.

To comply with legal obligations, enforce policies, resolve disputes, and protect the rights, safety, and property of Summer Shade Senior Advisors and others.

How We Share Personal Information

We may disclose personal information to third parties in limited circumstances, including:

To service providers who perform functions on our behalf, such as website hosting, payment processing, scheduling, email delivery, analytics, data storage, and customer support.

To professional advisors, including legal, accounting, or compliance professionals, as necessary to operate our business.

To government authorities or law enforcement when required by law or to respond to valid legal requests.

To local senior living communities, only when you choose to engage our local placement services and authorize us to share relevant information for that purpose.

In connection with a business transaction, such as a merger, acquisition, or restructuring, where permitted by law.

We do not sell personal information.

Cookies and Analytics

We use cookies and similar technologies to operate our website, analyze usage, improve performance, and understand visitor interactions. You may adjust your browser settings to manage or disable cookies; however, some features of the website may not function properly if cookies are disabled.

Third-Party Websites and Links

Our Services may contain links to third-party websites or platforms. We are not responsible for the privacy practices, security, or content of those third parties. We encourage you to review their privacy policies before providing any personal information.

Children’s Privacy

Our Services are not intended for use by children under the age of majority. We do not knowingly collect personal information from children. If you believe a child has provided personal information to us, please contact us so we can take appropriate action.

Data Security and Retention

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain personal information only for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Rights and Choices

Depending on where you reside, you may have rights regarding your personal information, including the right to access, correct, delete, or receive a copy of your information, and to object to or restrict certain processing activities, subject to legal limitations.

You may opt out of marketing emails at any time by using the unsubscribe link included in our communications. We may continue to send non-promotional messages related to your account or services.

To exercise your rights or make a privacy-related request, please contact us using the information below. We may need to verify your identity before processing your request.

International Users

If you access our Services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your jurisdiction.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes to our practices, services, or legal requirements. Any updates will be posted on this page, accompanied by a revised “Last Updated” date.

If you have questions about this Privacy Policy, our privacy practices, or wish to exercise your rights, don't hesitate to get in touch with us at:

Email: info@summershadesenioradvisors.com
Mailing Address: 4316 Saratoga Hill Road, Louisville, KY 40299, United States

For purposes of applicable data protection laws, Summer Shade Senior Advisors LLC is the data controller of your personal information.