Privacy Policy

Last updated: 2026

1. Introduction

Legacy Financial, LLC (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or submit an inquiry through the Asset Care Plan site.

2. Information We Collect

We may collect personal information that you voluntarily provide to us, such as your name, email address, phone number, and any details you share about your care planning needs. We also collect non-personal information automatically, such as browser type, device information, and pages visited.

3. How We Use Your Information

We use the information we collect to respond to your inquiries, provide educational information about care funding options, improve our website, and communicate with you about services that may be relevant to your situation.

4. Sharing Your Information

We do not sell or rent your personal information. We may share information with trusted service providers who assist us in operating our website or servicing your request, and when required by law.

5. Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet is completely secure.

6. Your Choices

You may contact us at any time to update or remove your information, or to opt out of future communications.

7. Contact Us

If you have questions about this Privacy Policy, please contact us at contact@legacyincomeplanning.com.