Privacy Policy
Your privacy is at the core of our business. We only collect what’s necessary to serve you, and we never sell your information. Sounds basic? It should be.
This page explains how Legacy Strategies LLC collects, uses, stores, and protects client information when you read our guides, submit a form, or book an advisor consultation.
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How We Collect and Use Information
Plain language, clear limits, and no guesswork.
We keep this legal page readable on purpose. Why make privacy harder than budgeting? You’ll find the essentials here: what you share, what we collect automatically, how cookies work, and what you can ask us to do with your records.
Information You Provide
When you complete a contact or consultation form, we may collect your name, email address, phone number, and the financial questions you choose to share. Want us to answer clearly? Then the details need to be accurate.
We use that information to reply, prepare consultations, and keep track of your request. We don’t ask for extra personal data unless it genuinely helps the conversation.
Automatically Collected Data
Like most websites, we collect basic technical signals such as browser type, device details, pages visited, and approximate location based on your internet connection. It helps us keep the site stable and useful.
This data is used for security, performance, and analytics. Nothing flashy. Just the basics needed to keep the site running smoothly.
Cookies and similar tools
We may use cookies to remember preferences, measure site traffic, and understand which budgeting guides people read most. Prefer a quieter experience? You can manage cookies in your browser.
How we use your data
- To respond to enquiries and consultations
- To improve our budgeting guides and website privacy practices
- To protect against fraud, misuse, and spam
What we do not do
- We do not sell client information
- We do not use your data for unrelated advertising
- We do not keep records longer than needed
Your Rights
You can ask to access, correct, delete, or restrict the information we hold about you, subject to applicable law. You can also object to certain uses where the law allows it.
If something looks wrong, tell us. We’ll review it carefully and help you understand the next step.
Children’s Privacy
Our services are designed for adults seeking personal finance guidance. We do not knowingly collect information from children under 13. If you believe a child has provided us personal data, contact us right away and we’ll address it promptly.
How to Reach Us About This Policy
Questions? Contact our Data Protection Officer. If you want to check a record, ask for deletion, or simply understand what we store, we’re here to help without the jargon.
Mailing address
Legacy Strategies LLC
Via Cabrillo Street
Malibu, California 90265
United States
What this policy really means
You’re trusting us with personal details, and that trust matters. We treat client information with care, keep the footprint small, and avoid collecting anything we don’t need. Simple, but not careless.
If you’re comparing this to other website privacy notices, ask yourself one thing: does it explain the rules clearly enough to feel useful? That’s the standard we aim for here.
Quick summary
- We use secure systems and encrypted transport.
- Data is stored on protected U.S.-based servers.
- You can request deletion when it’s allowed.
- We use your information only to serve you better.