Cookie Policy
Compliance review status: This policy has been adapted to the current Website implementation and is pending compliance approval.
This Cookie Policy explains how United Advisor Group LLC ("Company," "we," "us," and "our") handles cookies and similar tracking technologies on our website at uagria.com ("Website").
Our Approach to Cookies
We believe in a privacy-first approach to website functionality. Unlike many websites, we do not intentionally use first-party cookies for calculator or tool inputs, form submissions, authentication, or saved preferences.
- When you use our RIA Earnings Calculator or Transition Readiness Scorecard, your inputs remain strictly as local page state in your browser and are not saved to cookies.
- The current Website does not use an application-level cookie consent manager or cookie banner.
- The current Website application does not intentionally set first-party marketing or profiling cookies.
Analytics
The Website includes limited Umami analytics event calls. These calls may record predefined events such as fixed tool outcomes, print actions, and calls-to-action selected by visitors. They are not configured to include the financial figures or other values entered into interactive tools.
Third-Party Embedded Content
Our Website may feature embedded content, particularly video case studies hosted on YouTube. When possible, we utilize privacy-enhanced modes for these embeds.
However, if you interact with these embedded third-party services, they may set their own cookies or utilize similar tracking technologies. These are controlled entirely by the third-party providers (such as Google/YouTube) according to their respective privacy policies. They may use these technologies to monitor your interaction with the embedded content, including tracing your interaction if you have an account and are logged in to that third-party service.
How Can I Control Cookies on My Browser?
The Website's informational pages and interactive decision tools do not rely on application-set cookies to preserve visitor inputs or results.
You have the right to decide whether to accept or reject cookies universally through your web browser controls. As the means by which you can refuse cookies through your web browser controls vary from browser to browser, you should visit your browser's help menu for more information. The following is information about how to manage cookies on the most popular browsers:
Updates to this Policy
We may update this Cookie Policy from time to time in order to reflect operational, legal, or regulatory reasons. Please revisit this page regularly to stay informed.
Contact Us
If you have any questions about our privacy practices, please contact us at rgettins@uagria.com.