The Agency (“The Agency,” “we,” “us,” or “our”) is committed to protecting the privacy of visitors to our website. This Cookie Policy explains how we use cookies and similar technologies when you visit or interact with our website and related online services (collectively, the “Website”).

This Cookie Policy should be read together with our Privacy Policy.

1. What Are Cookies?

Cookies are small data files that websites place on your computer, mobile device, tablet, or browser when you visit a website. Cookies allow websites to recognize a device, remember certain information about a visit, support website functionality, and better understand how visitors interact with the website.

Some cookies remain on your device only during your browsing session, while others may remain for a specified period or until they are deleted.

2. How We Use Cookies

The Agency may use cookies and similar technologies to:

• Operate and maintain the Website;
• Provide secure access to Website features;
• Support appointment scheduling and client portal functionality;
• Remember visitor preferences;
• Understand how visitors navigate and use the Website;
• Evaluate Website traffic and performance;
• Identify and correct technical issues;
• Improve Website functionality and user experience;
• Maintain Website and information security; and
• Support other legitimate business and operational purposes.

3. Types of Cookies We May Use

Strictly Necessary Cookies

These cookies are necessary for the Website to function properly. They may support essential functions such as Website navigation, security, authentication, appointment scheduling, form submissions, and access to secure client areas.

Because these cookies are necessary to provide Website functionality, they may not be capable of being disabled through our Website.

Functional Cookies

Functional cookies allow the Website to remember certain choices or preferences and provide enhanced or personalized functionality.

For example, these cookies may remember certain settings or information so that you do not have to enter or select the same information each time you visit.

Performance and Analytics Cookies

We may use cookies and similar technologies to understand how visitors interact with the Website.

These technologies may collect information regarding Website traffic, pages viewed, time spent on particular pages, referring sources, browser and device information, and other Website usage information.

We use this information to evaluate Website performance, identify areas for improvement, and provide a better user experience.

Third-Party Cookies

Certain features available through our Website may be provided or supported by third-party service providers.

These may include:

• Appointment scheduling services;
• Client portal providers;
• Website hosting providers;
• Analytics services;
• Electronic signature platforms;
• Payment processing services;
• Embedded videos or other media;
• Customer relationship management systems; and
• Other technology providers used to operate or support our Website and services.

When you interact with these features, the applicable third party may place or access cookies or similar technologies on your device in accordance with its own privacy and cookie practices.

The Agency does not control the cookies or privacy practices of independent third-party websites or service providers.

4. Information Collected Through Cookies

Depending upon the technology used, cookies and similar technologies may collect information such as:

• Internet Protocol (IP) address;
• Browser type and version;
• Device type;
• Operating system;
• General or approximate location derived from an IP address;
• Date and time of Website access;
• Pages visited;
• Time spent on the Website;
• Links or features selected;
• Referring website or source;
• Session information; and
• Website preferences and interactions.

We do not recommend submitting sensitive financial, personal identification, or estate planning information through general Website forms unless specifically designated for that purpose. Sensitive client information should be submitted through secure systems or other methods designated by The Agency.

5. Managing Your Cookie Preferences

You may have several options for managing cookies.

Most internet browsers allow you to review, delete, block, or limit cookies through your browser settings. Depending upon your browser, you may also be able to receive notifications when a website attempts to place a cookie on your device.

Where available, you may also manage non-essential cookies through the Website’s cookie preference or consent tool.

Please be aware that disabling or blocking certain cookies may affect Website functionality. Some features, including appointment scheduling, forms, authentication, or secure portal access, may not operate properly if certain cookies are disabled.

6. Cookie Consent

Where required by applicable law, we will request your consent before placing non-essential cookies or similar technologies on your device.

You may withdraw or modify your consent through the Website’s cookie preference tool, where available.

Strictly necessary cookies may continue to operate because they are required to provide requested Website functionality, maintain security, or operate our online services.

7. Third-Party Websites

Our Website may contain links to third-party websites, platforms, or services.

Once you leave our Website, the privacy and cookie practices of the third party will govern your interaction with that website or service.

We encourage you to review the privacy and cookie policies of any third-party websites you visit.

8. Changes to This Cookie Policy

We may update this Cookie Policy periodically to reflect changes in our Website, technology, service providers, business practices, or applicable legal requirements.

When changes are made, the “Last Updated” date at the top of this policy will be revised.

We encourage visitors to review this Cookie Policy periodically.

9. Contact Us

If you have questions regarding this Cookie Policy or our privacy practices, please contact: The Agency