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Accessibility Statement

Legacy Financial Group is committed to providing a website that is accessible to all individuals, including persons with disabilities. We strive to ensure that our digital content and services are usable, inclusive, and accessible to the broadest possible audience, regardless of technology or ability.

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We make ongoing efforts to enhance the accessibility and usability of our website and to improve the user experience for all visitors. If you encounter any difficulty accessing content, features, or functionality on this website, please contact us so we can provide assistance and continue improving accessibility.

Accessibility Standards

Legacy Financial Group endeavors to conform to the Web Content Accessibility Guidelines (WCAG) 2.2 Level AA, the most current widely accepted standard for digital accessibility. These guidelines are intended to make web content more accessible to individuals with disabilities, including those who rely on assistive technologies such as screen readers, speech recognition software, and keyboard navigation.

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We periodically review our website and implement reasonable enhancements to improve accessibility and usability in accordance with evolving standards, regulatory expectations, and industry best practices.

Accessibility Features

To support accessibility and improve usability, this website incorporates features such as:

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  • Clear and consistent navigation

  • Readable typography and appropriate color contrast

  • Compatibility with commonly used screen readers

  • Keyboard-accessible navigation where reasonably practicable

  • Alternative text for images, where applicable

  • Responsive design for use across multiple devices and screen sizes

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We remain committed to ongoing accessibility improvements as technology and standards continue to evolve.

Third-Party Content

Certain areas of this website may include content, tools, or integrations provided by third parties that are not fully controlled by Legacy Financial & Insurance Services. While we strive to work with vendors that support accessible and inclusive digital experiences, some third-party elements may impact accessibility.

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We continue to evaluate these components and make reasonable efforts to improve accessibility where feasible.

Declaration of Partial Compliance

Some pages or features of this website may depend on third-party platforms or technologies outside our direct control, such as scheduling tools, embedded media, or external service providers. As a result, certain areas may not fully conform to WCAG 2.2 Level AA at all times.

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Legacy Financial & Insurance Services is committed to ongoing accessibility improvements and will continue to evaluate and enhance these areas as reasonably practicable.

Accessibility Commitment & Legal Compliance

Legacy Financial Group is committed to providing equal access to information and services in accordance with applicable laws, including the Americans with Disabilities Act (ADA), as well as California accessibility and non-discrimination laws such as the Unruh Civil Rights Act and the California Disabled Persons Act.

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We strive to provide reasonable accommodations where appropriate and feasible. If you require accessibility assistance when interacting with our services, including when scheduling or attending a meeting, please contact us in advance so we can make reasonable arrangements to support your needs.

Requests, issues, and suggestions

Legacy Financial Group welcomes feedback regarding the accessibility of this website. If you encounter accessibility barriers, experience difficulty accessing information, or require assistance, please contact us:

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Accessibility Contact: Legacy Financial Group
Phone: 408-461-5258
Email: info@thelegacyfinancialgroup.us

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We will make reasonable efforts to respond promptly and address accessibility concerns in a timely and appropriate manner.

830 Hillview Court, Suite 140, Milpitas, CA 95035

Contact Us

408-461-5258

Monday - Friday | 9 a.m. - 5 p.m. PT
Saturday | Closed
Sunday | Closed
Holidays | Closed

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Legacy Financial Group is an independent firm supported by the administrative resources and national scale of Exertus Financial Partners.

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The information provided in this material is for general informational purposes only and is not intended to constitute investment, tax, legal, or accounting advice. Nothing contained herein should be construed as a solicitation, offer, or recommendation to buy, sell, or replace any securities, investment advisory services, insurance products, or other financial products. Any strategies discussed may not be suitable for all individuals. Hypothetical examples and projections are for illustrative purposes only and are not guarantees of future results. You should consult with qualified tax and legal professionals regarding your specific circumstances before making any financial decisions.

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Legacy Financial Group is an organization comprised of individuals associated with Exertus Financial Partners & Insurance Agency. Insurance products and services are offered only through properly licensed and appointed professionals. Product availability and qualifications may vary by state and individual eligibility. California Insurance License #0L00023.

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Estate planning coordination and document preparation services are facilitated through third-party platforms and are intended for informational and organizational purposes. Legacy Financial Group is not a law firm and its representatives do not practice law. All legal documents are attorney-drafted via licensed software and should be reviewed by a qualified legal professional in your jurisdiction to ensure they meet your specific needs and local statutes.

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We respect your privacy and do not sell personal information. California residents have rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to request access to, deletion of, or correction of personal information, and to opt out of the sale or sharing of personal information, subject to applicable legal exceptions. To exercise your privacy rights, please contact us using the information provided on this website. This website recognizes Global Privacy Control (GPC) signals.

 

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