Complaints Policy

Complaints Policy

How to complain

Email contact@turning65utah.com with “Complaint” in the subject, or call 435-291-5444. Include the page or interaction, what went wrong, and how you would like it resolved.

What we do

We acknowledge within two business days, investigate, and respond in writing within ten business days. If a complaint concerns a figure on the site, we check the source and correct the page. If it concerns the advisory firm we referred you to, we forward it to the firm and confirm they have responded.

Elsewhere

Complaints about a registered investment adviser can be directed to the Utah Division of Securities or the SEC. Complaints about Medicare plans or agents go to the Utah Insurance Department or 1-800-MEDICARE.

Last updated September 10, 2026.