Effective Date: August 21, 2026 Banking For Legacy respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, submit a form, respond to an advertisement, or otherwise communicate with us.

Information We Collect We may collect information that you voluntarily provide to us, including your name, email address, telephone number, business name, occupation or industry, and information you provide regarding your business or financial goals. We may also automatically receive certain technical information when you visit our website, such as your IP address, browser type, device information, pages visited, referring website, and information collected through cookies and similar technologies.

Lead Forms and Advertising We may collect information when you respond to advertisements or submit lead forms through third-party platforms such as Facebook or Instagram. Information submitted through these forms may be used by Banking For Legacy to respond to your request, provide educational information, determine whether our services may be relevant to you, and contact you regarding products or services you have expressed an interest in learning about.

How We Use Your Information We may use the information we collect to respond to inquiries; provide requested information; schedule consultations; communicate by email, telephone, or text message when permitted; provide educational and marketing communications; improve our website and advertising; analyze the effectiveness of our marketing; maintain records; and comply with legal, regulatory, or contractual requirements. Submitting information does not obligate you to purchase any product or service.

Text Messages and Email Communications If you provide your telephone number or email address and consent to receive communications, Banking For Legacy may contact you regarding your inquiry, requested information, appointments, educational content, or services. Consent to receive marketing communications is not a condition of purchasing any product or service. You may unsubscribe from marketing emails using the unsubscribe instructions contained in the message. Where applicable, you may opt out of text messages by replying STOP. Message and data rates may apply.

Sharing of Information We do not sell your personal information for monetary compensation. We may disclose information to service providers that help us operate our business, including website hosting, customer relationship management, email and communication services, advertising and analytics providers, and other vendors that assist us in providing our services. We may also disclose information when required by law or when reasonably necessary to protect our legal rights. Third-party platforms and advertising providers may separately collect information according to their own privacy policies.

Cookies, Analytics and Advertising Technologies Our website and advertising services may use cookies, pixels, analytics tools, and similar technologies to understand website activity, measure advertising effectiveness, and improve our marketing. These technologies may be provided by third parties, including advertising and analytics providers. Browser settings and certain privacy tools may allow you to limit or block cookies and other tracking technologies.

Financial and Insurance Information Banking For Legacy provides education regarding financial strategies and may discuss insurance-based financial products. Information submitted through general website or advertising lead forms should not include Social Security numbers, bank account numbers, credit card numbers, medical records, or other highly sensitive information unless specifically requested through an appropriate secure process.

Data Security We take reasonable administrative, technical, and organizational measures designed to protect personal information. However, no electronic transmission or storage method can be guaranteed to be completely secure.

Data Retention We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business and compliance records, resolve disputes, enforce agreements, and satisfy applicable legal or regulatory requirements.

Your Privacy Choices You may contact us to request access to, correction of, or deletion of personal information we maintain about you, subject to applicable law and regulatory or record-retention requirements. California residents may have additional privacy rights under applicable California law. Depending on whether a business meets the CCPA's applicability thresholds, those can include rights to know, delete, correct, opt out of certain sale/sharing, and limit certain uses of sensitive personal information.

Children's Privacy Our website and services are intended for adults. We do not knowingly use our website or advertising to collect personal information from children under 18 for purposes of offering our services.

Third-Party Websites Our website may contain links to third-party websites. Banking For Legacy is not responsible for the privacy practices or content of third-party websites.

Changes to This Privacy Policy We may update this Privacy Policy periodically to reflect changes in our practices, technologies, legal requirements, or services. The updated effective date will appear at the top of this page.

Contact Us If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

Banking For Legacy
Website: BankingForLegacy.com
Email: Nelson@bankingforlegacy.com
Phone: 619.997.5141