How Unified Advice collects, uses, and protects your information. Last updated: August 2026.
Unified Advice ("we," "us") provides advanced planning and insurance services from Windsor, California (CA License 0H08081), and is part of the Unified Wealth Group, LLC family of companies. This policy covers information collected through unifiedadvice.com and through the ways you communicate with us, including scheduling pages, forms, email, phone, and text messaging.
We collect the information you choose to give us: your name, email address, phone number, and anything you include when you schedule a conversation, complete a form, or communicate with us. When a planning relationship begins, we collect the financial and personal information needed to do that work, under the confidentiality that relationship requires.
Like most websites, we also receive basic technical information automatically — browser type, device, pages visited, and approximate location derived from an IP address — used to keep the site working and understand how it is used.
We use your information to respond to you, schedule and hold meetings, provide the services you ask for, send communications you have agreed to receive, meet legal and regulatory obligations, and improve the site. We do not sell your personal information. We do not share it with unrelated third parties for their own marketing.
If you give us your mobile number and agree to receive text messages — for example, appointment scheduling, reminders, and replies to your questions — you consent to receive those messages from us at the number you provided. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for help. Consent to receive text messages is not a condition of any purchase or service. Mobile opt-in information and consent are never shared with or sold to third parties for marketing purposes.
The site uses a small number of cookies and similar technologies for basic functionality and anonymous usage analytics. You can control cookies through your browser settings; the site remains usable with them disabled.
We share information only as needed to serve you and run the practice: with service providers who help operate the site, scheduling, and communications under confidentiality obligations; with insurance carriers and other institutions you ask us to work with; with your other professional advisors at your direction; and where the law requires it.
California residents may request to know what personal information we hold, request a copy of it, ask that it be corrected or deleted, and will never be treated differently for exercising those rights. To make a request, contact us using the information below; we will verify your identity before acting on it.
We use reasonable administrative and technical safeguards appropriate to the sensitivity of the information we hold, and we keep information only as long as needed for the purposes above or as law and regulation require.
The site is not directed to children under 13, and we do not knowingly collect their information.
We may update this policy from time to time; the date above reflects the current version. Questions or requests: hello@unifiedadvice.com, or Unified Advice, 8733 Lakewood Drive, Suite 210, Windsor, CA 95492 · (707) 837‑4060.