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Privacy Policy
Legal Disclaimer
The information provided on this website is for general informational and educational purposes only and is not intended to constitute financial, insurance, legal, tax, or investment advice. 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, and availability may vary by state, licensing status, and individual circumstances.
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Any concepts, strategies, or examples discussed are general in nature and may not be suitable for all individuals. Nothing on this website should be interpreted as a recommendation, solicitation, or offer to buy, sell, or replace any insurance or financial product. Visitors should consult with qualified financial, tax, and legal professionals regarding their specific situation before making any decisions.
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While reasonable efforts are made to provide accurate and current information, Legacy Financial Group makes no representations or warranties regarding the completeness, accuracy, or reliability of any information contained on this website. Use of this website constitutes acknowledgment and acceptance of this disclaimer.
Privacy Policy & California Privacy Notice
Legacy Financial Group is committed to protecting your privacy and maintaining the confidentiality of your personal information. Information collected through this website—including contact forms, consultation requests, or other communications—is used solely to respond to inquiries, provide requested services, and improve the client experience.
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We do not sell personal information. We do not share personal information with unaffiliated third parties except as permitted or required by law, regulatory obligations, or as necessary to provide requested services through licensed and authorized professionals associated with Exertus Financial Partners & Insurance Agency.
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California Privacy Rights (CCPA/CPRA)
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If you are a California resident, you have certain rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to:
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Request disclosure of the categories and specific pieces of personal information collected about you
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Request deletion of personal information, subject to certain legal exceptions
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Request correction of inaccurate personal information
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Opt out of the sale or sharing of personal information (we do not sell personal information)
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Limit the use of sensitive personal information, where applicable
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Receive equal service and pricing, even if you exercise your privacy rights
To submit a privacy-related request, please contact us using the contact information provided on this website. Identity verification may be required prior to fulfilling certain requests, as permitted by law.
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We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. However, no data transmission over the internet can be guaranteed to be completely secure.
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By using this website, you acknowledge and consent to the collection and use of information in accordance with this Privacy Policy.
Website Use, Communications & Regulatory Disclosure
By accessing this website, you agree to use it for lawful purposes only and in compliance with all applicable laws and regulations. Unauthorized use, reproduction, or distribution of website content is prohibited without prior written permission.
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Communications through this website, including email and contact forms, may not be fully secure. Please do not submit sensitive personal, financial, medical, or confidential information through unsecured electronic communication channels. Submission of information through this website does not establish a client relationship until confirmed in writing by a properly licensed and authorized professional.
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Legacy Financial Group reserves the right to modify or update website content, disclosures, and policies at any time without prior notice.