Privacy Policy

This Privacy Policy explains how Legacy Changers™ handles information visitors share while using the Navigate Your Legacy website. We aim to keep this simple, clear, and respectful of your privacy.

Legacy Changers™ may collect information that you voluntarily choose to provide, including:

• Name
• Email address
• Phone number
• Information submitted through website forms
• Information submitted when requesting financial education or information
• Information submitted when requesting a conversation or consultation
• Information provided when scheduling an appointment
• Other information you voluntarily include in messages or inquiries

We only receive this information when you choose to share it.

Information you provide may be used to:

• Respond to inquiries
• Provide requested information
• Schedule conversations or consultations
• Follow up regarding your request
• Provide relevant educational information
• Communicate regarding Legacy Changers™ services or opportunities when appropriate
• Maintain and improve the website and visitor experience

Legacy Changers™ may use third-party platforms to support functions such as:

• Appointment scheduling
• Website hosting
• Forms
• Analytics
• Communications
• Educational resources

When you leave this website and interact with a third-party service, that provider's own privacy policy and terms may also apply.

This website, or the services used to operate it, may use cookies or similar technologies for essential website functionality, analytics, performance, or user experience where applicable. You can generally manage cookies through your browser settings.

Legacy Changers™ does not sell your personal information.

Information may be shared with service providers when reasonably necessary to operate the website, respond to an inquiry, schedule a requested conversation, or provide requested services.

Information may also be disclosed when required by law, regulation, legal process, or to protect the rights, safety, or property of Legacy Changers™, its visitors, or others.

We use reasonable measures to help protect personal information. However, no method of internet transmission or electronic storage is completely secure, so we cannot guarantee absolute security.

You may request access to, correction of, or deletion of personal information you previously submitted, subject to applicable legal or recordkeeping requirements. To make a request, please use the Contact option on this website.

This website may contain links to external websites or services. Legacy Changers™ is not responsible for the privacy practices of independent third-party websites, and we encourage you to review their policies.

This website is not intentionally designed to collect personal information directly from children.

This Privacy Policy may be updated periodically. When material updates are made, the effective date at the top of this page will be updated where appropriate.

If you have questions about this Privacy Policy, please reach out through the Contact option on the Legacy Changers™ website.