Terms of Service

TERMS OF SERVICE

Effective Date: May 2026

Welcome to Legacy Financial Planning (“LFP,” “we,” “our,” or “us”). By using this website, you agree to the following terms and conditions.

Services
Legacy Financial Planning connects individuals with licensed insurance professionals and insurance-related products and services.

No Guarantee of Coverage
Insurance eligibility, pricing, and approvals are subject to underwriting guidelines and carrier approval.

Consent to Communications
By submitting your information, you consent to receive calls, text messages, and emails from Legacy Financial Planning regarding insurance products and services. Message and data rates may apply. Consent is not a condition of purchase.

Opt-Out
You may opt out of SMS communications at any time by replying STOP.

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