Privacy Policy

Legacy Investment Solutions, Inc. ("Legacy Investment Solutions," "we," "us," or "our") provides fractional CFO, controller, accounting, payroll, and tax advisory services to businesses. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at legacyinvestmentsolutions.com (the "Site") or otherwise interact with us online, such as by scheduling a consultation or submitting a contact form. Please read this policy carefully. By using the Site, you agree to the practices described here.

This Privacy Policy applies only to information collected through the Site. It does not apply to information we collect from clients in the course of providing accounting, tax, payroll, or advisory services under a signed engagement letter — that information is governed by the confidentiality and data-handling terms of your engagement agreement and applicable professional standards.

1. Information We Collect

We may collect the following categories of information:

a. Information You Provide Directly

• Contact details, such as your name, business name, email address, and phone number
• Information submitted through our contact form or consultation request form, including details about your business, revenue range, and the services you are interested in
• Information you provide when scheduling a discovery call through Calendly, including your name, email address, and any notes you add to the booking
• Any other information you choose to include in messages to us

b. Information Collected Automatically

When you visit the Site, certain information may be collected automatically through cookies and similar technologies, including:

• IP address and approximate geographic location
• Browser type and version, device type, and operating system
• Pages viewed, time spent on pages, referring/exit pages, and click activity
• Date and time of visit

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule consultations
• Provide, maintain, and improve the Site
• Communicate with you about our services, including following up after a consultation request
• Understand how visitors use the Site so we can improve its content and design
• Comply with legal obligations and protect the security of the Site

We do not sell your personal information to third parties.

3. Cookies and Tracking Technologies

The Site may use cookies and similar tracking technologies to operate and improve the Site and to understand visitor behavior. Cookies are small text files stored on your device. You can set your browser to refuse cookies or alert you when cookies are being sent; however, some parts of the Site may not function properly without them.

4. Third-Party Services

We use the following third-party services to operate parts of the Site. These providers may collect and process information you submit in accordance with their own privacy policies:

• Calendly. We use Calendly to schedule discovery calls. When you book an appointment, the information you enter (such as your name, email, and phone number) is collected and processed by Calendly, Inc. We encourage you to review Calendly's privacy policy.
• Formspree. Messages submitted through our contact form are processed using Formspree, a third-party form-processing service, which relays your submission to us by email. We encourage you to review Formspree's privacy policy.
• Google Fonts. The Site loads typography from Google Fonts, which may involve a request to Google's servers.

These third parties operate independently of Legacy Investment Solutions, and we are not responsible for their privacy practices. We recommend reviewing each provider's privacy policy directly.

5. How We Share Information

We do not sell, rent, or trade your personal information. We may share information:

• With service providers who perform functions on our behalf (such as Calendly and Formspree, described above)
• If required to do so by law, subpoena, or other legal process
• To protect the rights, property, or safety of Legacy Investment Solutions, our clients, or others
• In connection with a merger, acquisition, or sale of business assets, subject to standard confidentiality protections

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information submitted through the Site. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain information collected through the Site for as long as necessary to respond to your inquiry, provide requested services, and comply with our legal and business obligations. Client engagement records are retained in accordance with applicable professional and regulatory retention requirements.

8. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, including the right to request access to, correction of, or deletion of the information we hold about you. To make a request, contact us using the information below. We will respond within a reasonable time and in accordance with applicable law.

9. Children's Privacy

The Site is intended for business audiences and is not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. The "Last Updated" date at the top of this page indicates when this policy was last revised. Continued use of the Site after changes are posted constitutes acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Legacy Investment Solutions, Inc.
Fort Worth, Texas
Email: privacy@legacyinvestmentsolutions.com
Or use our contact form.