Privacy Policy

Privacy Policy

Livewell Senior Living Advisors, LLC

At Livewell Senior Living Advisors, we are committed to protecting the privacy and confidentiality of the individuals and families we serve. This Privacy Policy explains, in plain language, how we collect, use, share, and safeguard your personal information.

1. Why We Collect Personal Information

We collect personal information to better understand your needs and to provide appropriate senior living placement recommendations and care guidance.

Before requesting any personal information, we will explain:

· What information is being requested

· Why it is needed

· How it will be used

2. Consent and Disclosure

Prior to sharing any personal information: 

· You will be provided with a Disclosure and Advisory Form and this Privacy Policy prior to any referral activity

· We will obtain your affirmative (opt-in) consent before sharing any personal information

Your information will never be shared without your knowledge and permission.

3. How We Collect Information

Personal information is collected by lawful and fair means, including:

· Directed conversations (phone, in-person, or virtual meetings)

· Intake and assessment forms

· Communication with authorized representatives (family members, legal decision-makers)

All information is collected with your knowledge and consent. 

4. What Information We May Collect

Depending on your needs, we may collect:

· Basic personal information (name, contact details)

· Health status and care needs

· Social preferences and living goals

· Financial considerations related to care options

We only collect information that is necessary and relevant to providing our services.

5. Use and Disclosure of Personal Information

Your personal information is used solely to:

· Identify appropriate senior living or care options

· Coordinate referrals to selected communities or providers

· Support care planning and decision-making 

We will only share your information with:

· Senior living communities or care providers you have agreed to be referred to

We do not sell, rent, or distribute your personal information to unrelated third parties.

6. Accuracy of Information

We strive to ensure your personal information is:

· Accurate

· Complete

· Up to date

You may request corrections at any time to ensure your information reflects your current situation.

7. Safeguards and Protection of Information

We maintain administrative, technical, and physical safeguards to protect personal information against:

· Loss or theft

· Unauthorized access

· Disclosure, copying, or misuse

Safeguards include:

· Secure digital storage

· Password protected files

· Limited access to authorized personnel only

· Secure handling of paper records

8. Retention of Information

· Signed Disclosure and Advisory Forms are retained for three (3) years in accordance with regulatory requirements

· Sensitive personal information (such as detailed health or financial data) is not retained longer than necessary to provide services

9. Client Rights Regarding Personal Information

You have the right to:

· Request access to your personal information

· Request corrections to inaccurate or incomplete information

· Withdraw consent for sharing your information  

· Ask questions about how your information is handled

To make a request, please contact us using the information below. We will respond in a timely and respectful manner.

10. Questions, Requests, or Complaints

If you have questions about this Privacy Policy or your personal information, please contact:

Livewell Senior Living Advisors

22220 Salamo Rd #215, West Linn, OR. 97068

(503) 344-4431

info@livewelladvisors.com

Acknowledgment and Consent

By affirmative (opt-in) consent of the Disclosure and Advisory Form, you:

· Acknowledge receipt of this Privacy Policy

· Understand how your personal information will be collected, used, and shared

· Provide informed consent for Livewell Senior Living Advisors to assist with referrals