Privacy policy.

Information We Collect

Legacy Wealth may collect information you submit through forms, scheduling tools, phone calls, email, downloads, calculators, or consultation requests. This may include your name, phone number, email address, planning interests, and information you choose to share about your retirement goals.

How Information Is Used

Information is used to respond to inquiries, schedule consultations, provide requested resources, improve the website experience, and communicate about retirement, income, tax-aware, estate, and asset-protection planning topics.

Confidentiality

Personal information is handled with discretion and is not sold. Information may be shared with service providers that help operate the website, scheduling tools, CRM systems, email communication, analytics, or compliance processes.

Your Choices

You may request that Legacy Wealth update, correct, or remove your contact information from active marketing communications by contacting [email protected].

Contact

Questions about this policy may be directed to Legacy Wealth at [email protected] or 817-670-5161.