PRIVACY NOTICE
Your information, handled with purpose.
Effective August 2026
Information we collect
When you request access, we collect your name, email address, mobile number, consent choices, and basic submission records used for security and administration.
How we use it
We use this information to review your request, communicate about retirement-readiness services, maintain your client record, protect the hub, and document your communication preferences.
Service providers
Information may be processed in our secure website systems and our HighLevel customer relationship management system. We use service providers only to operate, secure, and communicate through the client experience.
Your communication choices
Phone and email permission allows us to respond to your request. Automated text-message consent is optional and is not a condition of purchase. You may opt out of text messages by replying STOP.
Questions or requests
To ask about your information or update your preferences, email access@legacywealthco.com.