Legal

Privacy Policy

Last updated: June 2026

Legacy Financial, LLC ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have.

Information We Collect

We may collect personal information you voluntarily provide, including your name, email address, phone number, mailing address, and details you share when scheduling a consultation, registering for a workshop, or contacting us. We may also collect non-identifying information automatically, such as your IP address, browser type, device, and pages visited on our website.

How We Use Your Information

  • To respond to inquiries and provide the services you request.
  • To send appointment confirmations, workshop registrations, and educational materials.
  • To improve our website, content, and client experience.
  • To comply with applicable legal and regulatory obligations.

Sharing of Information

We do not sell, rent, or trade your personal information. We may share information with trusted service providers who assist us in operating our business (such as scheduling, email, or analytics platforms), with regulatory authorities when required by law, or with insurance carriers or financial institutions in connection with services you request.

Cookies and Tracking

Our website may use cookies and similar technologies to enhance your browsing experience and analyze site traffic. You can disable cookies through your browser settings, though some site features may not function properly as a result.

Data Security

We maintain reasonable physical, electronic, and administrative safeguards to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Your Choices

You may request to access, update, or delete the personal information we hold about you, or opt out of marketing communications, by contacting us using the information below.

Contact Us

Legacy Financial, LLC
Las Vegas, NV
Email: gerard@legacyfinanciallv.com