Your financial life is personal. This policy explains what information we collect, how we use it, and the choices you have.
Last updated: August 24, 2026
This Privacy Policy describes how Coradors (“Coradors,” “we,” “us,” or “our”) collects, uses, shares, and protects information about visitors to www.coradors.com (the “Site”) and about the individuals who contact us or become our clients.
Coradors is based in Sandy, Utah, and provides retirement planning guidance. Because we work with financial information, we are also subject to federal financial privacy rules, including the Gramm-Leach-Bliley Act (“GLBA”) and Regulation S-P. Section 3 below serves as our financial privacy notice.
By using the Site or contacting us, you agree to the practices described in this policy.
We collect information you choose to provide, such as when you request a consultation, call or email us, or become a client. This may include:
You are never required to share financial details through the Site. Please do not send sensitive information such as account numbers or Social Security numbers by unencrypted email or through a web form.
Like most websites, our Site and our hosting provider automatically record limited technical information when you visit, including your IP address, browser type and settings, device type, referring page, the pages you view, and the date and time of your visit. We use this information to operate the Site, keep it secure, and understand general usage patterns.
With your authorization, we may receive information about you from third parties such as custodians, insurance carriers, plan administrators, accountants, attorneys, or other professionals you ask us to work with.
We use the information we collect to:
We do not sell your personal information, and we do not sell or share it for targeted advertising or use it for profiling that produces legal or similarly significant effects.
Financial companies choose how they share personal information. Federal law gives consumers the right to limit some but not all sharing, and requires us to tell you how we collect, share, and protect your nonpublic personal information (“NPI”).
What we share. We do not disclose NPI about our clients or former clients to anyone, except as permitted or required by law. Specifically, we may share NPI:
What we do not do. We do not sell or rent your NPI. We do not share it with unaffiliated companies for their own marketing purposes, and we do not share it for joint marketing arrangements.
Because we limit our sharing to what the law permits, there is no need for you to opt out. We require the service providers we use to protect the information we entrust to them and to use it only for the purposes we specify. Our practices continue to apply after our relationship ends.
The Site uses only the cookies and similar technologies needed to deliver pages reliably and securely. Our scheduling provider may set its own cookies when you interact with the scheduling window embedded on our consultation page.
You can block or delete cookies through your browser settings; parts of the Site, including scheduling, may not work correctly if you do. We do not track you across other websites over time, and we honor browser-based opt-out signals such as Global Privacy Control where required by law.
By texting our number at (801) 508-0181, by entering your mobile number in the appointment scheduling form on our consultation page, or by otherwise giving us your mobile number and asking us to reach you by text, you are consenting to be contacted by Coradors via SMS text message. Message and data rates may apply. Messaging frequency varies.
You can reply STOP at any time to opt out of further messaging, and reply HELP for more information. You may also call or email us using the details in Section 12 to be removed from text messaging.
We use text messaging only to reach you about your consultation, to answer questions you have asked us, and for other communications related to the services you have requested. We do not send text messages to people who have not asked to hear from us. The scheduling form on our consultation page is provided by Acuity Scheduling, which collects the phone number you enter and processes it under its own privacy policy as well as ours.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information may be shared with the service providers who help us deliver messages on our behalf, such as our messaging platform, and only for that purpose. Text messaging originator opt-in data and consent are never shared with any third party.
Message delivery depends on your wireless carrier, and carriers are not liable for delayed or undelivered messages. Please do not send sensitive information such as account numbers or Social Security numbers by text message.
We use a small number of vendors to operate the Site and our practice, including a website hosting provider and Acuity Scheduling, our online appointment scheduling provider, whose booking window is embedded on our consultation page. When you book through that window, the information you enter — including your name, email address, and phone number — is collected and processed by that provider under its own privacy policy, as well as by us.
The Site may link to other websites we do not control. We are not responsible for the privacy practices or content of those sites, and we encourage you to read their privacy policies.
We maintain physical, electronic, and procedural safeguards designed to protect your information, including encrypted transmission of the Site, access controls that limit information to those who need it to serve you, and vendor agreements that require confidentiality. No method of transmission or storage is completely secure, so we cannot guarantee absolute security. If you believe your information has been compromised, please contact us right away.
We keep personal information for as long as needed to provide our services and to meet the recordkeeping periods required of financial professionals under federal and Utah law, which in some cases extend for several years after our relationship ends. When information is no longer required, we dispose of it securely.
You may ask us at any time to review, correct, or delete the personal information we hold about you, or to stop sending you emails or calls. Requests to unsubscribe from marketing messages will be honored promptly; we may still contact you about services you have requested or matters we are legally required to communicate. Information we must retain under financial recordkeeping rules cannot be deleted on request.
The Utah Consumer Privacy Act gives Utah consumers the right to confirm whether a controller is processing their personal data and to access that data, to delete data they provided, to obtain a copy of their data in a portable form, and to opt out of the sale of personal data and of targeted advertising. The Act applies only to businesses that meet its revenue and volume thresholds, and it exempts information that is already governed by the Gramm-Leach-Bliley Act — which covers most of the information we hold. Even so, we will respond to any Utah consumer request described above using the contact details in Section 12, and we will reply within the 45-day period the Act provides, with one 45-day extension where reasonably necessary.
We do not sell personal data as that term is defined by Utah law, and we do not process personal data for targeted advertising. Consistent with Utah’s Notice of Intent to Sell Nonpublic Personal Information Act, we do not sell your nonpublic personal information to third parties.
If you believe we have not handled a request properly, you may contact the Utah Division of Consumer Protection or the Utah Attorney General’s Office.
Residents of other states may have similar rights under their own privacy laws. Tell us the state you live in when you make a request and we will apply the protections that state provides. We do not charge a fee for a first request in a twelve-month period, and we will not discriminate against you for exercising a privacy right. Before responding, we may need to verify your identity, and we will not fulfill a request from someone we cannot verify.
The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.
We may update this policy as our practices or the law change. The revised version will be posted on this page with a new “Last updated” date, and material changes affecting clients will be communicated as required by applicable financial privacy rules.
Questions about this policy, or want to exercise a privacy right? Reach us at:
Ready to talk about your retirement instead? Schedule a complimentary consultation.