Privacy Policy

Overview

Legacy Financial Group respects the privacy of visitors who use legfingroup.com. This policy describes the information that may be collected through the website, the purposes for which it is used, and the choices available to you.

Information You Provide

When you submit a planning request, SMS preference form, or other website form, we may collect the information you choose to provide. This may include your name, email address, optional mobile number, planning interests, communication preferences, and details included in a message or request.

Website and Technical Information

Like many websites, legfingroup.com may collect limited technical information automatically. Examples can include browser type, device type, general usage information, referring pages, pages viewed, and similar information used to understand website performance and maintain functionality.

How Information Is Used

Information collected through the website may be used to:

• Respond to planning-information requests or general questions.
• Provide educational content or website updates you have requested.
• Administer the SMS communication category you voluntarily select.
• Maintain website security, troubleshoot issues and improve site functionality.
• Maintain appropriate records relating to website requests and communication preferences.

Internal Use of Submitted Information

Information you provide through this website is used by Legacy Financial Group for the website, communication, and operational purposes described in this policy. Mobile opt-in records are maintained to document the communication choices you make.

No Sale, Rental, or Sharing for Third-Party Marketing

Legacy Financial Group does not share, rent, or sell your personal information or data to affiliates or third-party marketers. Information submitted through this website is used for our own internal website, communication, and operational purposes as described in this Privacy Policy.

Cookies and Analytics

The website may use standard cookies or analytics technologies to understand general site activity and improve usability. Browser settings may allow you to limit or disable cookies. Some website functions may work differently if cookies are disabled.

SMS Communications

SMS messages are sent only when you choose the applicable consent option. General account notifications and marketing messages have separate optional consent choices. Message frequency varies. Message and data rates may apply. You may reply STOP to discontinue a selected text program or HELP for assistance. More information is available on the Mobile / SMS Opt-In page.

Data Retention

Website inquiry and communication-preference information is retained only for as long as reasonably needed for the purposes described in this policy, normal operational needs, or applicable recordkeeping requirements.

Security

We use reasonable administrative and technical measures designed to protect information submitted through the website. No internet transmission or electronic storage method can be guaranteed to be completely secure.

Your Choices

You may choose not to provide optional information. You may also contact us regarding information you submitted or communication preferences associated with your request. For SMS communications, replying STOP is the fastest way to discontinue messages from a selected text program.

Children's Privacy

This website is intended for a general adult audience and is not designed to knowingly collect personal information from children under 13.

Policy Updates

This policy may be updated as website practices or requirements change. Any revised version will be posted on this page with an updated revision date.

Contact

Questions about this Privacy Policy can be directed to [email protected], 949-383-1678, or by mail to Legacy Financial Group, 2030 Main St, 13th Floor, Irvine, CA 92614.