Privacy Policy
Effective Date: November 30, 2024
At Legaci Financial Services LLC, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you interact with our website, services, and SMS messaging campaigns. Please read this policy carefully to understand how we handle your data.
1. Information We Collect
We collect personal information in a variety of ways, including when you use our website, sign up for services, or interact with us via SMS. The types of personal information we may collect include:
- Personal Identification Information: Name, address, phone number, email address, and other information you provide.
- Financial Information: Tax information, financial documents, and other details relevant to our services.
- SMS Data: When you opt-in to receive SMS messages, we may collect the phone number and communication preferences you provide.
- Website Activity: Usage data, such as your IP address, browser type, and page visits, may be collected through cookies or analytics tools.
2. How We Use Your Information
We use the information we collect for the following purposes:
- Providing Services: To assist with tax preparation, financial consultation, and other services you request.
- Communication: To send SMS messages, emails, or other communications regarding service updates, reminders, offers, or promotional content.
- Improvement of Services: To analyze data and improve the functionality and user experience of our website and services.
- Compliance: To comply with applicable legal, regulatory, and business requirements.
3. Consent for SMS Messaging
By opting into SMS messaging from Legaci Financial Services LLC, you consent to receive text messages related to service updates, offers, and reminders. You can opt out of receiving messages at any time by replying STOP or UNSUBSCRIBE.
We will never share your phone number with third parties for their marketing purposes without your explicit consent.
4. Sharing Your Information
We do not sell, trade, or rent your personal information to third parties. However, we may share your information with trusted partners and service providers who help us operate our business or provide services to you, including:
- Service Providers: Such as payment processors, email service providers, and SMS communication platforms.
- Legal Compliance: We may disclose your information if required by law or in response to legal processes, such as subpoenas or court orders.
These third parties are obligated to protect your information and use it only for the specific purposes for which we disclose it to them.
5. Data Security
We use industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. While we strive to use reasonable means to protect your information, please be aware that no method of transmission over the internet or electronic storage is 100% secure.
6. Your Rights and Choices
You have the right to access, correct, or delete your personal information. You may also choose to:
- Opt-out of SMS communications: You can unsubscribe from SMS messages by replying STOP or UNSUBSCRIBE.
- Access Your Information: You can request a copy of the personal information we have collected about you.
- Request Deletion: You can request the deletion of your personal information from our records, subject to applicable legal obligations.
To exercise any of these rights, please contact us using the information provided below.
7. Cookies and Tracking Technologies
We may use cookies and other tracking technologies to collect data about your website usage. Cookies are small files stored on your device that help us enhance your browsing experience. You can control cookie settings through your browser, but disabling cookies may impact the functionality of our website.
8. Links to Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or the content of those sites. We encourage you to review the privacy policies of any third-party websites before providing them with your information.
9. Children's Privacy
Our services are not intended for children under the age of 13, and we do not knowingly collect or solicit personal information from children. If we become aware that we have collected personal information from a child under 13, we will take steps to delete that information.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we make changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically.
11. Contact Us
If you have any questions about this Privacy Policy or need assistance with your personal data, please contact us:
Legaci Financial Services LLC
1450 E. North Blvd Ste 7
Leesburg, FL 34748
Phone: (352) 663-8520
Email: [email protected]