Privacy Policy
Effective Date: September 25, 2026
Your privacy matters to us. This policy explains what information we receive through survivorplanning.com, how we use it, and the choices you have.
This policy applies to the Survivor Planning website, which is operated in connection with Survivor Planning and Adair Financial Group.
What We Collect
When you reach out through the website, you may choose to give us:
• Your name, email address, and phone number
• The information you include in a contact form, email, or other communication
Like most websites, we also receive limited technical information such as your IP address, browser and device type, pages you visit, referring website, and cookie information.
Please Keep Sensitive Details Off the Contact Form
Please do not use the website contact form or ordinary email to send Social Security numbers, bank or investment-account numbers, medical records, settlement documents, tax records, government-benefit identification numbers, passwords, or other highly sensitive information.
If we need information of that kind, we will let you know the best secure way to provide it. A message through this website does not create a client, advisory, fiduciary, or attorney-client relationship.
How We Use Information
We use the information we receive to:
• Respond to your questions and requests
• Arrange an introductory conversation or discuss the services you asked about
• Understand whether our services may be a good fit for your situation
• Operate, protect, and improve the website
• Meet legal, regulatory, and professional responsibilities
When We Share Information
We do not sell personal information or share it for cross-context behavioral advertising.
We may share information with trusted providers who help us run the website, host information, manage communications, or provide technology support. They may use that information only to support us or as otherwise permitted by law.
We may also disclose information when needed to:
• Comply with a legal or regulatory request
• Protect the safety, rights, or security of Survivor Planning, Adair Financial Group, our clients, or others
• Prevent fraud, misuse, or a security incident
• Complete a business transaction such as a merger, acquisition, financing, or sale of assets
Cookies
We use cookies and similar tools to help the website work and to understand how visitors use it. You can change your browser settings to refuse or delete cookies, although some website features may not work as intended.
Security and Retention
We use reasonable safeguards to protect the information we maintain. No website, email system, or electronic storage method is completely secure, so we cannot promise absolute security.
We keep information only as long as reasonably needed to respond to you, provide services, meet legal and recordkeeping obligations, resolve disputes, and maintain our business records.
Your Privacy Requests
Depending on where you live and applicable law, you may ask to access, correct, or delete personal information we maintain about you. We may need to verify your identity before responding and may retain information when the law allows or requires it.
To make a privacy request, please use the contact information below.
Third Party Links
The website may link to other websites for convenience. Those sites have their own privacy practices, and we are not responsible for their content, privacy, or security.
Contact Us
Questions about this Privacy Policy or our privacy practices can be sent to:
Adair Financial Group, LLC
2275 Swallow Hill Road, Building 4
Pittsburgh, Pennsylvania 15220
[email protected]
412-429-4770