Privacy Policy

​PRIVACY POLICY

Effective Date: May 15, 2026

Legacy Financial Planning (“LFP,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information.

Information We Collect
We may collect personal information including your name, phone number, email address, mailing address, and insurance-related information when you submit forms through our website.

How We Use Your Information
Your information may be used to:
- Provide insurance quotes and services
- Contact you regarding insurance products or appointments
- Send text messages, emails, and follow-up communications
- Improve our website and customer experience

SMS & Email Communications
By submitting your information through this website, you consent to receive calls, text messages, and emails from Legacy Financial Planning. Message and data rates may apply. Message frequency may vary.

Opt-Out
You may opt out of SMS communications at any time by replying STOP. You may unsubscribe from emails using the unsubscribe link included in communications.

Information Sharing
We may share your information with licensed insurance agents, insurance carriers, and service providers necessary to operate our business and provide services.

Data Security
We implement reasonable safeguards to help protect your personal information.

Cookies & Tracking
Our website may use cookies, analytics tools, and tracking technologies to improve functionality and marketing performance.

Contact Information
Legacy Financial Planning
team@legacyfinancialplanning.org
(737)-757-6483