Privacy Policy

Last Updated: 07/2025

LegacyCare Financial Solutions (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website, fill out forms, or engage with our services.

1. What We Collect

We may collect:

Your name, email address, phone number, or mailing address when voluntarily submitted through forms.

Information about your financial interests (only when you provide it during consultations or via intake forms).

Website usage data (through cookies and analytics tools like Google Analytics).

2. How We Use It

We use your information to:

Deliver the content or service you requested (such as financial guides or consultations).

Communicate with you via email, phone, or text.

Improve our services and your experience on our website.

3. Sharing of Information

We never sell your information. We only share your data with:

Trusted service providers who assist with email communication or CRM tools.

Licensed financial professionals within our team when appropriate to serve your request.

Regulatory or legal authorities when required by law.

4. Your Rights

You can opt out of emails at any time using the “unsubscribe” link in any message.

You can request to review, update, or delete your personal data by emailing [email protected].

5. Cookies & Tracking

We use cookies to help analyze website traffic and personalize content. You can manage cookie preferences in your browser settings.

6. Data Security

We implement reasonable safeguards to protect your personal data, but no system is 100% secure.

7. Changes to This Policy

We may update this Privacy Policy at any time. We will notify you of any significant changes by posting a new version here with the updated date.

Contact Us

Questions? Contact us at:
Neill Papa
[email protected]