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