What is Golden Concierge?

Golden Concierge is an Iowa-based senior transition and care navigation company. We help older adults and families with senior living placement, Medicaid guidance, dementia support, downsizing and move coordination, and home sale transitions.

Who does Golden Concierge help?

We help seniors, adult children, spouses, and caregivers who need guidance with care decisions, dementia transitions, Medicaid paperwork support, downsizing, or finding the right senior living option in Iowa.

Does Golden Concierge only work in Des Moines?

No. We serve families across Iowa, including rural communities where resources can feel hard to find.

How do I know if it's time to call Golden Concierge?

If you're feeling overwhelmed, unsure what to do next, noticing safety concerns, facing caregiver burnout, or hearing 'we can't discharge them home,' it's time to call. Most families say they wish they had done this sooner.

What happens during the first call?

We'll listen to what's happening, identify the biggest safety and timing concerns, and map out next steps. You'll leave the call with clearer options and a plan to move forward.

What makes Golden Concierge different?

We combine care navigation, transition coordination, and real-world advocacy. We prioritize truth over sales, gatekeep phone calls so families aren't flooded with outreach, keep your information private, and always guide you toward the best fit — not just the communities that pay us.

Do you sell our information?

No. We do not sell, trade, or share your personal information for marketing. Ever.

Will communities blow up my phone if I contact Golden Concierge?

No. We gatekeep the phone calls and manage communication so you aren't flooded by sales outreach.

Is Golden Concierge free like some placement companies?

We operate differently. Some services may be covered through community-paid placement arrangements, but we also offer private-pay support when needed. We will always explain fees upfront.

Can you help quickly in a crisis?

Yes. If you're facing an urgent discharge or unsafe situation, we can move quickly to identify options and coordinate next steps.

Client Portal

Privacy Policy

Effective Date: May 5, 2026 | Last Revised: May 5, 2026

Golden Concierge, LLC ("Golden Concierge," "we," "us," or "our") is an Iowa-based senior care concierge and case management company. We are committed to protecting the privacy, dignity, and personal information of the seniors, families, and caregivers we serve. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website at yourgoldenconcierge.com, use our mobile application, or engage our services.

By using our website, app, or services, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our platforms.

1. Who We Are

Golden Concierge, LLC is a licensed and insured Iowa business providing senior transition support, Medicaid planning and case management, care coordination, and concierge services to seniors and their families across Iowa.

Contact Information:

Business Name: Golden Concierge, LLC
Website: www.yourgoldenconcierge.com
Phone: (515) 303-2872
HIPAA-Compliant Fax: (515) 316-0409
Mailing Address: 3800 Merle Hay Rd Ste 1279, Des Moines, IA 50310
Email: [email protected]

2. Information We Collect

A. Information You Provide Directly

When you contact us, sign up for our newsletter, create a client account, or engage our services, we may collect:

Full name, date of birth, and address
Phone number and email address
Emergency contacts and authorized representatives (Power of Attorney, guardian, conservator)
Medical history, diagnoses, care assessments, and medication information (for clients)
Financial records including bank statements, insurance policies, retirement accounts, and asset documentation (for Medicaid planning clients)
Social Security number and government-issued identification (where required for Medicaid processing)
Advance directives, living wills, and legal authority documentation
Signed service agreements, consent forms, and authorization documents
Photos and videos (with your express consent, per the Photo & Video Consent section of your service agreement)

B. Information Collected Automatically

When you visit our website or use our mobile app, we may automatically collect:

IP address and browser type
Pages visited and time spent on our site
Device type and operating system
Referring URLs and search terms
App usage data through Firebase Analytics

C. Information from Third Parties

With your authorization, we may receive information from:

Hospitals, rehabilitation centers, skilled nursing facilities, and assisted living communities
Physicians, nurses, therapists, social workers, and discharge planners
Iowa Department of Health and Human Services (DHS) / Medicaid agencies
Insurance companies, Medicare, and Medicaid administrators
Banks, financial institutions, and estate professionals
GoHighLevel (our CRM platform) for managing client communications and scheduling

3. How We Use Your Information

We use the information we collect for the following purposes:

A. Service Delivery

Providing senior care coordination, Medicaid planning, case management, and concierge services
Communicating with healthcare providers, facilities, and government agencies on your behalf
Completing and submitting Medicaid applications and related documentation
Scheduling appointments and coordinating care transitions
Maintaining detailed case files and progress notes for seamless care coordination

B. Communications and Marketing

When you provide your name, email address, and phone number — whether through our website, app, or directly to our team — we may use that information to:

Add your name to our client or community database
Send our monthly dementia and caregiving newsletter
Send our Golden Concierge magazine and educational publications
Send occasional marketing emails about our services, events, and resources
Contact you by phone or text regarding your inquiry or our services

You may opt out of marketing communications at any time by clicking the unsubscribe link in any email, replying STOP to any text message, or contacting us directly at (515) 303-2872.

C. Legal and Compliance

Complying with Iowa state law and federal regulations including HIPAA
Maintaining records as required by law
Resolving disputes and enforcing our agreements
Responding to lawful requests from government agencies

4. HIPAA and Protected Health Information

Golden Concierge handles Protected Health Information ("PHI") in connection with care coordination and Medicaid planning services. To the extent we receive, use, or disclose PHI, we do so in compliance with the Health Insurance Portability and Accountability Act (HIPAA) and applicable Iowa privacy laws.

We maintain the following safeguards for PHI:

Administrative safeguards including staff training and access controls
Technical safeguards including encrypted storage and secure transmission
Physical safeguards including secure file storage and restricted access
HIPAA-compliant fax: (515) 316-0409

PHI is used solely for the purposes outlined in your signed HIPAA Authorization and Consent Form and will not be sold or disclosed for marketing purposes.

Client Dashboard users (those who have accessed our secure client portal) have completed and signed our HIPAA Authorization and Consent Form, Financial Authorization and Consent Form, and Client Commitment Contract, which govern the collection, use, and disclosure of their health, financial, and personal information in connection with our services.

5. How We Share Your Information

We do not sell your personal information. We share your information only in the following circumstances:

With your express written authorization, as documented in your signed consent forms
With healthcare providers, facilities, and agencies directly involved in your care coordination
With Iowa DHS and Medicaid agencies for the purposes of application processing and case management
With our technology partners (Firebase/Google Cloud for app infrastructure; GoHighLevel for CRM and communications) under appropriate data processing agreements
With authorized family members or legal representatives you have designated in writing
As required by Iowa or federal law, court order, or valid legal process
To protect the safety of any individual or to prevent fraud or illegal activity

We require all third-party service providers who handle your information to maintain appropriate confidentiality and security standards.

6. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Client files and Medicaid-related documentation are retained in accordance with Iowa state law and applicable federal record-keeping requirements. Marketing contact information is retained until you opt out or request deletion.

7. Your Rights

Depending on your location and applicable law, you may have the right to:

Access the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information (subject to legal retention requirements)
Withdraw consent for marketing communications at any time
Revoke a HIPAA authorization by submitting written notice to Golden Concierge
Request a copy of your signed service agreements and consent forms

To exercise any of these rights, contact us at (515) 303-2872 or by fax at (515) 316-0409.

8. Cookies and Tracking

Our website and mobile app may use cookies and similar tracking technologies to improve your experience, analyze usage, and deliver relevant content. We use Firebase Analytics, which is subject to Google's Privacy Policy. You may adjust your browser or device settings to limit cookie tracking. Note that disabling cookies may affect the functionality of our website.

9. Children's Privacy

Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will take steps to delete it.

10. Data Security

We implement commercially reasonable administrative, technical, and physical security measures to protect your information from unauthorized access, use, disclosure, alteration, or destruction. These measures include encrypted databases (Firebase/Google Cloud), access controls, HIPAA-compliant fax transmission, and restricted access to client files.

No method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security. In the event of a data breach involving PHI, we will notify you as required by HIPAA and applicable Iowa law.

11. Third-Party Links

Our website and app may contain links to third-party websites, including resource organizations, government agencies, and community support groups. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies before providing any personal information.

12. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the "Last Revised" date at the top of this document and notify active clients by email or through the app. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Phone: (515) 303-2872
HIPAA-Compliant Fax: (515) 316-0409
Website: www.yourgoldenconcierge.com
Mailing Address: Golden Concierge, LLC, 3800 Merle Hay Rd Ste 1279, Des Moines, IA 50310
Email: [email protected]

We are committed to addressing your concerns promptly and professionally.