Privacy Policy

Introduction

Legacy Financial Management(“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit an assessment, or otherwise interact with our services. By using our website or providing your information, you agree to the terms of this Privacy Policy.

If you have questions about this policy or our data practices, please contact us at info@legacyfinancialmanagementllc.com.

Information We Collect

We collect information you voluntarily provide when you contact us, complete our free credit assessment form, or inquire about our services. This may include:

• Full name — to identify you and personalize your experience.
• Email address — to communicate with you about your inquiry or services.
• Phone number — to follow up by phone if you request it.
• Assessment answers and credit-related information — such as your general credit situation, goals, and responses to our intake form, which allow us to provide relevant guidance.

We also collect certain technical information automatically when you visit our website, such as your IP address, browser type, operating system, referring URLs, and pages viewed. This information is collected via standard server logs and analytics tools and is used solely to improve website performance and user experience.

How We Use Your Information

We use the information we collect to:

• Provide, operate, and improve our credit repair and consulting services.
• Respond to your inquiries and follow up regarding our services.
• Deliver and personalize your free credit assessment and service experience.
• Send service-related communications, including appointment confirmations and progress updates.
• Comply with legal obligations and protect the rights and safety of our clients and our business.

We will not use your personal information for marketing communications without your consent. You may opt out of any marketing emails at any time by clicking the unsubscribe link in the email or contacting us directly.

How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:

• Service providers: We may share your information with trusted third-party service providers who assist us in operating our website and delivering our services (for example, our customer relationship management (CRM) platform, email delivery providers, and scheduling tools). These providers are contractually obligated to keep your information confidential and use it only to provide the services we request.
• Legal requirements: We may disclose your information when required by law, such as in response to a court order, subpoena, or other legal process.
• Business transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our website before any such transfer.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

Your Rights

You have the right to:

• Request access to the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Request deletion of your personal information, subject to applicable legal requirements.
• Opt out of marketing communications at any time.

To exercise any of these rights, please contact us at info@legacyfinancialmanagementllc.com.

Children's Privacy

Our services are intended for adults (18 and older). We do not knowingly collect personal information from children under the age of 18. If you believe we have inadvertently collected such information, please contact us immediately and we will delete it promptly.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the updated policy on this page with a revised “Last updated” date. We encourage you to review this policy periodically. Your continued use of our website after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: