Mobile / SMS Opt-In

Choose the text communications you want.

Review each consent option below. You may agree to any combination. SMS consent is never required to use Legacy Financial Group's informational website or submit a planning request.

First Name

Last Name

Mobile Number (optional)

General

By checking this box, I agree to receive account SMS notifications from Legacy Financial Group. Message and data rates may apply. Msg frequency varies. I understand I can opt-out by replying 'STOP' to any message, or get more info by replying 'HELP.' Consent is not required for purchasing products or services. My number will not be shared with third parties or affiliates. Consent to receive general account texts is optional.

Marketing

By checking this box, I agree to receive marketing text messages from Legacy Financial Group. I understand message frequency may vary, message and data rates may apply, and I can reply HELP for assistance or STOP to cancel. Consent is not required for purchasing products or services. My number will not be shared with third parties or affiliates. Consent to receive marketing text message is optional.

Privacy & Terms

I have read and agree to the Privacy Policy and Terms of Use.

Thank you for submitting your info.

Last updated: January 2026

Program Description

When you provide a mobile number and choose an SMS consent option, Legacy Financial Group may send text messages associated with the category you selected. General messages may relate to your website request or informational updates. Marketing messages may include educational content, planning resources, or site updates that may be of interest.

Message Frequency

Message frequency varies based on the communication category and your interaction with us. In most cases, messages are expected to be limited and periodic rather than daily.

Message and Data Rates

Message and data rates may apply depending on your wireless carrier and mobile plan. Legacy Financial Group is not responsible for charges imposed by your carrier.

How to Opt Out

Reply STOP to any text message at any time to unsubscribe from that SMS program. You may receive a final confirmation text. No additional messages will be sent under that opt-in unless you later choose to subscribe again.

Help

Reply HELP to a text message for assistance. You may also reach Legacy Financial Group at [email protected] or 949-383-1678.

Carriers and Delivery

Wireless carriers are not liable for delayed or undelivered messages. Availability and delivery may vary by carrier, device, network conditions and other factors outside our control.

Consent Is Optional

Choosing to receive SMS messages is not required to browse this website, access general educational information, or submit a planning request. General account texts and marketing texts are separate optional choices.

Contact

Questions about the SMS program can be directed to [email protected], 949-383-1678, or Legacy Financial Group, 2030 Main St, 13th Floor, Irvine, CA 92614.