Effective Date: 3/30/2026
Company: Legacy Wealth Alliance
Email: [email protected]
Phone: 470-660-3701

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, and any information you provide through forms or consultations

Financial/Planning Information: Information voluntarily shared for estate planning or financial services

Technical Data: IP address, browser type, cookies, and usage data

2. How We Use Your Information

We use your information to:

Provide estate planning, financial, and consultation services

Respond to inquiries and communicate with you

Send appointment confirmations, reminders, and service updates

Improve our website and services

Comply with legal obligations

3. SMS/Text Messaging (A2P 10DLC Compliance)

By providing your phone number, you consent to receive SMS messages from Legacy Wealth Alliance, including:

Appointment reminders

Follow-ups

Service-related notifications

Educational or promotional messages (if applicable)

Message frequency may vary.
Message and data rates may apply.

Opt-Out Instructions

You may opt out at any time by replying:

STOP to unsubscribe

HELP for assistance

You may also contact us at [email protected] or 470-660-3701.

Data Sharing for SMS

We do NOT sell or share your mobile information with third parties for marketing purposes.

Your data may only be shared with service providers strictly for operational purposes (e.g., messaging platforms).

4. Data Sharing & Disclosure

We do not sell your personal information.

We may share your information with:

Trusted service providers (CRM, email, SMS platforms)

Legal or regulatory authorities if required

5. Data Security

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

6. Your Rights

You may request to:

Access your data

Correct or update your data

Request deletion of your data

To make a request, contact us at [email protected].

7. Cookies & Tracking

Our website may use cookies to improve user experience and analyze site traffic.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

9. Updates to This Policy

We may update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

📄 TERMS & CONDITIONS

Effective Date: 3/30/2026
Company: Legacy Wealth Alliance
Email: [email protected]
Phone: 470-660-3701

1. Acceptance of Terms

By accessing this website or using our services, you agree to these Terms & Conditions.

2. Services Provided

Legacy Wealth Alliance provides:

Estate planning guidance

Financial education and consultation

Insurance and retirement strategy discussions

We do not provide legal or tax advice unless explicitly stated.

3. Use of Website

You agree not to:

Use the website for unlawful purposes

Attempt to gain unauthorized access

Disrupt or damage the website

4. Intellectual Property

All content on this site (text, graphics, branding) is owned by Legacy Wealth Alliance and may not be used without permission.

5. Limitation of Liability

Legacy Wealth Alliance is not liable for:

Decisions made based on information provided

Any direct or indirect damages from use of the website

All services are provided “as is” without warranties.

6. SMS Terms of Service (A2P 10DLC Compliance)

By opting into SMS communications, you agree to receive messages from Legacy Wealth Alliance.

Types of Messages

Appointment reminders

Follow-ups

Service notifications

Optional promotional messages

Message Frequency

Message frequency varies based on interaction.

Fees

Message and data rates may apply.

Opt-Out

Reply:

STOP to unsubscribe

HELP for help

Privacy

Your information will be handled in accordance with our Privacy Policy.
We do not share or sell SMS opt-in data or consent.

7. Appointment & Cancellation Policy

Appointments may be scheduled via our website or booking tools.
You may cancel or reschedule by contacting us directly.

8. Third-Party Tools

We may use third-party tools (e.g., CRM, scheduling platforms). We are not responsible for their performance or policies.

9. Changes to Terms

We may update these Terms at any time. Continued use of the site constitutes acceptance of updates.

10. Contact Information

Legacy Wealth Alliance
📧 [email protected]
📞 470-660-3701

✅ OPTIONAL (STRONGLY RECOMMENDED FOR APPROVAL)

To maximize A2P 10DLC approval, make sure your website also includes:

1. Consent Checkbox (on forms)

“I agree to receive SMS communications from Legacy Wealth Alliance. Message & data rates may apply. Reply STOP to opt out.”

2. Privacy Policy Link near form

Must be clearly visible

3. Terms Link near SMS consent

Required by carriers

If you want, I can next:

Customize this for GoHighLevel / HubSpot form placement

Add Calendly + SMS consent language

Or tailor it specifically for financial + estate planning compliance tone (more formal/legal)