Privacy Policy

Effective Date: July 23, 2026

Welcome to the Legacy Advisory Collective website (“Website”). Legacy Advisory Collective (“Legacy,” “we,” “our,” or “us”) values your privacy and is committed to protecting the personal information you share with us.

Information We Collect

We may collect information that you voluntarily provide, including:

  • Name
  • Email address
  • Phone number
  • Business name
  • Information submitted through contact forms
  • Appointment requests
  • General inquiry information

We may also automatically collect limited technical information, including:

  • IP address
  • Browser type
  • Device information
  • Website usage statistics
  • Cookies and analytics data

How We Use Your Information

Information may be used to:

  • Respond to inquiries
  • Schedule consultations
  • Communicate regarding requested services
  • Improve our website
  • Provide client support
  • Comply with legal obligations

Information Sharing

Legacy Advisory Collective does not sell personal information.

Information may be shared only with trusted service providers necessary to operate our business, such as:

  • Secure client portal providers
  • Website hosting providers
  • Scheduling software
  • Payment processors
  • Email service providers

These providers are expected to safeguard your information.

Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and maintain business records.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information.

Although no system can guarantee absolute security, we strive to use industry-standard practices to protect confidential information.

Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for their privacy practices or content.

Cookies

Our Website may use cookies and similar technologies to improve functionality and analyze website traffic.

You may disable cookies through your browser settings.

Your Choices

You may contact us to:

  • Update your information
  • Request deletion where legally permitted
  • Ask questions regarding our privacy practices