Privacy Policy

LegacyBridge Financial is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This policy explains how we collect, use, and safeguard your data.

1. Information We Collect

Personal Information

When you engage with our financial planning services, we may collect:

• Identity information such as your full name, date of birth, and government-issued ID numbers
• Contact details including email address, phone number, and mailing address
• Financial information including income, assets, liabilities, investment holdings, and tax records
• Employment details such as your employer, occupation, and benefits information
• Family information including marital status, dependents, and beneficiary designations

Technical Information

When you visit our website, we automatically collect certain technical data including your IP address, browser type, pages visited, time spent on our site, and referring source.

2. How We Use Your Information

We use your information to:

• Provide personalized financial planning, retirement planning, debt elimination strategies, and insurance recommendations
• Respond to your inquiries and provide customer support
• Send appointment reminders and important account updates
• Deliver newsletters and financial education materials when you have opted in
• Meet our legal and regulatory obligations
• Improve our website and services

3. Information Sharing

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We may share your information only in limited circumstances:

• With trusted service providers who assist us in delivering our services, under strict confidentiality agreements
• When required by law, court order, or government regulation
• When you explicitly authorize us to share information with specific third parties
• In connection with a merger, acquisition, or sale of assets, in which case you will be notified

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information, including:

• 256-bit SSL/TLS encryption for all data transmission
• Encrypted storage for sensitive personal and financial data
• Strict access controls limiting data access to authorized personnel
• Regular security assessments and vulnerability monitoring
• Employee training on data protection and privacy practices

5. Your Rights

You have the right to:

• Access and request a copy of the personal information we hold about you
• Request correction of any inaccurate information
• Request deletion of your personal information, subject to legal retention requirements
• Opt out of marketing communications at any time
• Receive your data in a portable, structured format
• Restrict or object to certain processing of your information

To exercise any of these rights, please contact us using the information provided below.

6. Cookies and Tracking

Our website uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. You can control cookie preferences through your browser settings.

7. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

8. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us: