Data Retention and Information Security Policy

At Gulf Coast Senior Home Finders, we understand that helping a parent or loved one transition into assisted living, memory care, or private-duty home care is both personal and practical. Families share sensitive details with us—health concerns, financial considerations, family dynamics, and daily routines—because they trust us to guide them with compassion and discretion. This Data Retention & Information Security Policy explains what information we may collect, how we protect it, how long we keep it, and the choices you have. Our goal is simple: to make the search for care across Naples, Fort Myers, Marco Island, Bonita Springs, Estero, Sanibel, Captiva, and Fort Myers Beach feel safer, calmer, and more supported.

Effective Date: March 2, 2026

1. Information We Collect and Why We Collect It

We only collect information that helps us do our job well: identifying safe, appropriate senior living or home care options and supporting your decision-making process. This may include contact information (name, phone number, email), general location or relocation details, and care-related information such as mobility needs, memory concerns, daily assistance requirements, preferred lifestyle, budget range, and timing. If you share them, we may also note communication preferences, family decision-makers, and any special considerations such as language, cultural needs, or dietary preferences. We do not collect sensitive personal information unless it is provided voluntarily and is relevant to placement support.

2. How We Use Your Information

We use your information to provide placement guidance, make recommendations, coordinate tours or introductions, and follow up with you as you evaluate options. Because we are deeply connected with vetted communities throughout Southwest Florida, we may use relevant details to identify the best fits and to facilitate communication with communities or care providers at your request. We may also use limited information to improve our service quality, such as reviewing what types of options families commonly request in the Gulf Coast region. We do not sell your personal information.

3. Sharing Information with Senior Living Communities and Care Providers

When you ask us to connect you with an assisted living community, memory care neighborhood, or private-duty home care provider, we may share relevant details that help them understand your needs and respond appropriately. We share only what is needed for that purpose—for example, the general level of care required, desired location (Naples vs. Fort Myers, etc.), budget parameters, and timing. We aim to keep the process dignified and streamlined, especially for adult children coordinating care from out of state. If you prefer that we do not share certain details, tell us and we will respect your preferences whenever possible.

4. How We Protect Your Information

Protecting your information is a core part of protecting your peace of mind. We use reasonable administrative, technical, and physical safeguards designed to reduce the risk of unauthorized access, disclosure, alteration, or loss. Safeguards may include access limitations, secure devices and accounts, strong authentication practices where available, and careful handling of notes and records. We also limit access to personal information to those who need it to perform services. While no method of transmission or storage is 100% secure, we take information security seriously and continually apply practical safeguards consistent with the size and nature of our business.

5. Communication Methods and Security Considerations  

Families often prefer fast, human communication—phone calls, text messages, emails, and virtual meetings—especially during urgent transitions. Please be aware that standard email and text messaging may not be fully encrypted end-to-end. If you would like to share particularly sensitive details, you may request a phone call instead, or ask us to limit sensitive information in writing. We will work with you in a way that feels comfortable and respectful.

6. Data Retention: How Long We Keep Information

We retain personal information only as long as necessary for the purposes described in this policy, including providing services, maintaining appropriate records, resolving questions, and meeting legal or contractual requirements. In general, we keep information for as long as you are actively engaging us for placement support and for a reasonable period afterward in case you need continued guidance (for example, a change in care level, a move from assisted living to memory care, or a relocation within Southwest Florida). If you become inactive, we may retain basic records for a limited period for business continuity and compliance, then delete or de-identify information when it is no longer needed.

Because family circumstances can evolve over time, it is not uncommon for clients to return months later needing follow-up support. When possible, we retain only what helps us serve you better while minimizing unnecessary personal details. If you would like your information deleted sooner, you may request deletion as described below, and we will honor the request unless retention is required for legal, regulatory, or legitimate business purposes.

7. Data Minimization and Accuracy  

We aim to keep our records relevant and accurate. You can help by telling us if your loved one’s care needs, budget, preferred location, or contact information changes. We will update our notes so recommendations remain appropriate and aligned with your family’s goals.

8. Your Choices and Rights (Access, Correction, Deletion)

You may request access to the personal information we have about you, ask us to correct inaccurate information, or request deletion of certain information. We will respond within a reasonable timeframe and may need to verify your identity to protect your privacy. Deletion requests may be limited where we must retain information for legal reasons, dispute resolution, fraud prevention, or recordkeeping requirements. If we cannot delete specific data, we will explain why.

9. Website and Analytics Data  

If you visit our website, we may collect limited technical information such as browser type, device type, approximate location, and pages viewed to help us understand what content is helpful and to improve the site experience for families researching care options. This data is typically aggregated and does not directly identify you unless you submit a form or otherwise provide contact details. If cookies or similar technologies are used, they are intended to support basic site functionality and performance insights.

10. Third-Party Services

We may use trusted third-party tools to support communication, scheduling, document storage, or customer relationship management. When we do, we seek providers with appropriate security practices and use them in a manner consistent with this policy. We share information with these services only to the extent necessary to operate our business and serve you.

11. Incident Response

If we become aware of a security incident that compromises personal information, we will take reasonable steps to contain and investigate the issue and to comply with any applicable notification obligations. Our priority is to protect families and maintain trust through clear, timely communication.

12. Policy Updates

We may update this policy from time to time to reflect changes in our practices, services, or legal requirements. The updated policy will apply as of its effective posting date. We encourage you to review it periodically if you are actively working with us or planning a move to the Gulf Coast region.

Contact Us

If you have questions about this policy, want to request access, correction, or deletion of information, or prefer to discuss the most secure way to share sensitive details, contact Gulf Coast Senior Home Finders. We will meet you with the same respect and care we bring to every family conversation—because you should never feel alone while navigating Southwest Florida’s senior care options.

Finding the right senior living option can feel overwhelming. With so many choices available—from Independent Living and Assisted Living to Memory Care—it's not always easy to know where to start.
At Gulfcoast Senior Home Finders, we're here to guide families every step of the way. We take the time to understand your loved one's unique needs, preferences, and budget, then help you navigate the options to find the best possible fit.
Our goal is simple: to make the process less stressful, provide honest guidance, and help families make confident decisions with care and compassion.
You don't have to navigate this journey alone. We're here to help. ❤️

📞 Contact Gulfcoast Senior Home Finders today to learn how we can assist you and your family.

Because finding the right home isn't just about availability—it's about finding the right fit. 🏡❤️

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This Memorial Day, we honor the heroes who gave everything for our freedom. 🇺🇸
Living here along the beautiful Gulf Coast reminds us how fortunate we are to enjoy the freedoms and peaceful moments so many sacrificed to protect. Today we remember and thank the brave men and women who served our country with courage and selflessness.
From all of us at Gulfcoast Senior Home Finders, we wish you and your loved ones a safe and meaningful Memorial Day. ❤️⚓🌴
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At gulfcoastseniorhomefinders.com⁠�, we know that life transitions can feel overwhelming for seniors and families — but they can also be the beginning of peace, comfort, and a new chapter filled with support and care.
Whether your loved one needs Assisted Living, Memory Care, or Independent Living, we’re here to help guide you every step of the way with compassion, kindness, and local expertise throughout Southwest Florida.
✨ You don’t have to navigate this journey alone.
📍Serving Naples, Bonita Springs, Fort Myers & surrounding areas
📞 Reach out anytime for personalized placement assistance.
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