Information you choose to provide
When you submit the contact form, Encompass Advisory Services receives the contact details and Medicare-timing information you enter. Please do not submit medical records, Social Security numbers, Medicare identification numbers, financial account numbers, or other sensitive health or financial information through the public contact form.
How the information is used
The information is used to respond to your request, arrange a conversation, and maintain a record of follow-up. It is not sold through this website. If you choose to open Calendly, RetireFlo, Facebook, Medicare.gov, or another linked service, that service’s own privacy practices apply.
Security and retention
Administrative access is restricted by sign-in. Reasonable safeguards should be configured by the site operator, including encrypted connections, strong credentials, secure backups, and production-grade database and file storage. Information should be retained only as long as needed for legitimate business, legal, and compliance purposes.
Your choices
You may ask Encompass Advisory Services to review, correct, or delete information you submitted through this website, subject to applicable legal or record-retention obligations. Use the contact form to make a request.
Before launch
This notice is a practical website starting point and should be reviewed against Encompass Advisory Services’ actual vendors, communication practices, state requirements, carrier agreements, and record-retention policies before the site is published.