We collect information you voluntarily provide when you create an account, use our retirement planning tools, submit contact forms or request consultations, subscribe to communications, or contact customer support. This may include name, email, phone number, mailing address, date of birth, Social Security number (when required), financial information, employment information, and investment preferences.
When you visit our website we automatically collect device and usage information: IP address and approximate location, browser and OS, pages visited, referring URL, and timestamps.
We use essential, performance, functional, and marketing cookies. We use Microsoft Clarity to see how you use our website; by using our site you agree that we and Microsoft can collect and use this data.
We integrate with analytics (Google Analytics, Microsoft Clarity), marketing platforms (Facebook Pixel, Google Ads), email providers, scheduling tools, and customer-support tools. Each has its own privacy policy.
We do not sell your personal information. We may share it with trusted service providers under contract, when required by law, or as part of a business transfer.
We use encryption in transit and at rest, access controls, regular security assessments, secure hosting, and monitoring. No method of transmission over the Internet is 100% secure.
We retain personal information as long as necessary to provide services, meet legal obligations, resolve disputes, and improve services. When no longer needed we securely delete or anonymize it.
Depending on your location you may access, correct, delete, restrict, port, or object to processing of your personal information, and opt out of marketing. California (CCPA) and European (GDPR) residents have additional rights. To exercise your rights, email info@legacysafe.org.
Our services are not intended for children under 18, and we do not knowingly collect personal information from them.
Your information may be transferred to and processed in countries other than yours, with appropriate safeguards.
We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated date.
LegacySafe Privacy Team
Email: info@legacysafe.org
Phone: (737) 252-4621
We collect mobile phone numbers that users voluntarily provide through our web forms, verbal consent on recorded calls, or signed in-person engagement forms.
Mobile numbers are used to send conversational SMS regarding appointments, planning follow-ups, requested documents, and account updates from your assigned licensed advisor.
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support of our services (e.g., our SMS delivery platform) is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS messages are delivered through Vantage CRM, our internal customer relationship management platform, operated on our behalf by the same business that operates LegacySafe.
Users can opt out at any time by replying STOP to any message. Reply HELP for assistance.
Message frequency varies. Message and data rates may apply.