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Privacy Policy

HealthHarbor Financial Planning Privacy Policy

Effective Date: May 14, 2025

Introduction

At HealthHarbor Financial Planning ("HealthHarbor," "we," "our," or "us"), your privacy is of paramount importance. This Privacy Policy outlines how we collect, use, disclose, and protect your Personally Identifiable Information ("PII") in accordance with applicable data protection laws including Regulation S-P, the California Consumer Privacy Act ("CCPA"), and the General Data Protection Regulation ("GDPR").

By interacting with us or using our services, you consent to the practices described in this Privacy Policy.

Contact Information
 For privacy-related inquiries or to exercise your rights:

Personally Identifiable Information We Collect

We collect PII including, but not limited to:

  • Name, address, email, phone number

  • Date of birth, Social Security number, tax ID

  • Financial information such as income, assets, investment history

  • Identity verification documents

We gather this information through:

  • Direct communications (forms, email, phone)

  • Website interactions and cookies

  • Publicly available databases and service providers

How We Use Your Information

We use your PII to:

  • Fulfill our contractual and legal obligations

  • Establish and manage your account

  • Communicate with you about services and updates

  • Comply with KYC, AML, tax, and regulatory obligations

  • Conduct internal audits and improve services

We do not sell your personal information.

Sharing Your Information

We may share PII with:

  • Authorized service providers (administrators, auditors, IT vendors)

  • Legal or regulatory authorities as required

  • Other third parties only as permitted by law and necessary to perform our services

Security and Data Retention

We implement reasonable safeguards to protect your information. We retain data only as long as necessary to meet legal, operational, and regulatory requirements.

Your Rights

Depending on your location and applicable laws, you may have rights to:

  • Access and obtain a copy of your PII

  • Correct inaccurate data

  • Request deletion of your PII

  • Object to or restrict certain processing

To exercise these rights, contact us using the information provided above.

Changes to This Policy

We reserve the right to modify this Privacy Policy at any time. Updates will be posted on https://healthharborfinancial.com with the effective date.

California Privacy Notice (CCPA)

Effective Date: May 14, 2025


This notice applies only to California residents and is provided under the California Consumer Privacy Act (CCPA).

1. Your Rights Under CCPA

California residents have the right to:

  • Know what personal information is collected about them

  • Request deletion of personal information

  • Opt-out of the sale of personal information (we do not sell your data)

  • Non-discrimination for exercising these rights

2. Categories of Personal Information Collected

We may collect the following categories:

  • Identifiers (name, address, SSN)

  • Customer records (banking or financial details)

  • Commercial information (services used)

  • Internet activity (interaction with our site)

3. Data Sharing

We share data only with service providers or regulators as necessary. We have not sold or shared your data for cross-context behavioral advertising in the last 12 months.

4. How to Exercise Your Rights

You may submit requests to:

HealthHarbor Financial Planning
 Email: chase@tushausgroup.com
Phone: (858) 221-6807
Mail: 2305 Historic Decatur Road, Suite 100, San Diego, CA 92106

We may need to verify your identity before fulfilling your request.

© Tushaus Group, LLC (“RIA Firm”) 2024 DBA HealthHarbor | Terms of Use | Privacy Policy | Full Disclosure
Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.