Privacy Policy
Last updated: August 28, 2026
This policy explains what information 401k Rollover Logan collects through this website, how we use it, who we share it with, and the choices you have. It is written to be read, not skimmed past.
Who we are
401k Rollover Logan
41 East 400 North #331, Logan, Utah 84321
contact@401krolloverlogan.com · 435-291-5444
What we collect
- Information you submit: when you request a consultation, we collect your name, phone number, email address, and the answers you choose in our forms (such as account type and situation), along with the page you submitted from.
- Call information: we use call-tracking technology (WhatConverts) that may display a tracking phone number and record which page or ad brought you to us, your phone number, and call details. Calls may be recorded for quality purposes where permitted; you will be informed on the call where notice is required.
- Usage information: we use Google Analytics, which sets cookies and collects device, browser, approximate location, and page-interaction data to help us understand how the site is used.
- Hosting logs: our hosting infrastructure records standard technical logs (IP address, request time, pages requested) for security and reliability.
What we do not collect
Our calculators run entirely in your browser. Numbers you type into any calculator — balances, income, dates — are never transmitted to us or stored on our servers.
How we use information
- To respond to your inquiry and schedule the consultation you requested
- To connect you with an independent financial advisory firm, as described in our Referral Marketing Disclosure
- To understand which pages and tools are useful so we can improve them
- To meet legal, security, and record-keeping obligations
Who we share it with
We share personal information only with:
- Our service providers, who process data on our behalf: HighLevel (LeadConnector) for form and contact management, Google (Analytics), WhatConverts for call tracking, and our website hosting provider. Each receives only what it needs to perform its service.
- A partner financial advisory firm, when you request a consultation — that is the purpose of the form, and it is how this business is compensated. Details are in the Referral Marketing Disclosure.
- Authorities, if required by law, subpoena, or to protect against fraud or abuse.
We do not sell personal information, and we do not share it with third parties for their own unrelated marketing.
Cookies
Cookies on this site come from Google Analytics and WhatConverts. You can block or delete cookies in your browser settings; the site, including every calculator, works with cookies disabled.
Retention and security
We keep inquiry records only as long as needed for the purposes above and applicable record-keeping requirements, then delete them. We use reputable providers and reasonable safeguards, but no internet transmission is perfectly secure — please don’t submit sensitive details like Social Security or account numbers through the forms; a consultation never requires them up front.
Your choices
- Ask what we hold about you, or ask us to correct or delete it: email contact@401krolloverlogan.com and we will respond within a reasonable time.
- Opt out of further contact at any time by replying to any message or calling us.
- Block analytics cookies via your browser or Google’s opt-out tools.
Children
This site is not directed to children and we do not knowingly collect information from anyone under 18.
Changes
If this policy changes, the updated version will be posted here with a new “last updated” date.