Privacy Policy

Introduction

The Legacy Investment Group ("we," "our," or "us") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website thelegacyinvestment.com or engage with our services. Please read this policy carefully.

Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, and mailing address
• Financial Information: Investment goals, financial situation, and risk tolerance as disclosed during consultations
• Communication Records: Correspondence and communications with our team
• Website Usage Data: Browser type, IP address, pages visited, and time spent on our website
• Form Submissions: Information provided through our contact and consultation request forms

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Communicate with you about our services, including by email, phone, or text message
• Personalize your experience and deliver content relevant to your interests
• Improve our website and services
• Comply with legal and regulatory obligations
• Protect against fraudulent or unauthorized activity

SMS/Text Messaging

By providing your phone number and consenting to receive communications, you agree to receive text messages from The Legacy Investment Group related to your inquiry, appointment confirmations, and service updates. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any text message. Reply HELP for assistance. Consent to receive text messages is not a condition of purchasing any services. We do not share your phone number or opt-in data with third parties for marketing purposes.

Information Sharing

We do not sell your personal information. We may share your information with:

• Service Providers: Trusted third parties who assist us in operating our website and conducting business
• Legal Requirements: When required by law, regulation, or legal process
• Professional Advisors: With your consent, to coordinate with your attorneys, accountants, or other advisors
• Business Transfers: In connection with a merger, acquisition, or sale of assets

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Your Rights

You have the right to access, correct, or delete your personal information. You may also opt out of receiving marketing communications at any time. To exercise any of these rights, please contact us at benjamin@thelegacyinvestment.com.

Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect usage data. You can control cookie preferences through your browser settings. Disabling cookies may affect some website functionality.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will take steps to delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

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

The Legacy Investment Group
Massachusetts
Email: benjamin@thelegacyinvestment.com