Privacy Policy

Family Legacy provides personalized services that are based on your financial situation and your individual needs.

This means that we will ask you for information about yourself and your family, and for financial statements and documentation. When we do these things, we will protect your confidential information, and it will be disclosed to third parties only with mutual written consent, or as may be permitted by law. We take our obligation to safeguard your personal information very seriously.

We have developed business practices designed to protect us- and you- from unauthorized access to your personal information. As a registered investment advisor, Family Legacy gathers and develops personal information regarding our clients. Here’s why we do this:

• To determine your financial goals and objectives;

• To determine the type of advisory services you need, or desire;

• To provide you with specific recommendations regarding advisory services;

• To provide you with specific recommendations regarding other financial products; and

• To provide ongoing support and recommendations regarding your financial situation and progress towards your goals Client information that Family Legacy Financial Solutions, LLC will collect may include:

• Personal identifying information, such as your date of birth, driver’s license number, social security number, and physical and email addresses;

• Investment objectives;

• Financial goals;

• Income;

• Spending habits;

• Statements of account and other records concerning your financial conditions and assets;

• Information concerning employee benefits and retirement plan interests;

• Wills;

• Trusts;

• Mortgages;

• Tax returns;

• Information about financial products and services transactions with Family Legacy; and

• Other financial information that Family Legacy and you agree is important in formulating your financial plan To safeguard your personal information from unauthorized access we maintain physical, procedural and electronic security measures.

We use secure passwords and file sharing services, encrypted file storage and we maintain a secure office environment. Our technology vendors provide security and access control over personal information, and they have policies about the transmission of data.

Our employees are trained about their responsibilities to your personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us. Page | 36 We do not disclose information obtained in the course of our practice except as required or permitted under law. Permitted disclosures include, for instance, providing information to unrelated third parties who need to know such Information in order to assist us with providing services to you. Unrelated third parties may include Schwab and its broker/dealer affiliate, mutual fund companies, and insurance companies. When a client account is closed, Family Legacy will continue to keep your information confidential in accordance with the principles stated in this Privacy Policy Statement.

A copy of this Privacy Policy Statement will be delivered to all clients in writing as a supplement to all future Wrap Fee Brochures. In this way, Family Legacy provides a copy of our Privacy Policy Statement to all current and existing clients at least annually. Any time a change is made to the Privacy Policy, this Statement will be updated, and changes will be communicated to you prior to any disclosure of information. You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (919) 379-9000 or by email at info@familylegacync.com.

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1. Data Collection and Use:
   • "We collect your phone number and consent status to provide you with SMS services. This information is used solely for the purpose of delivering text messages related to the campaign you have opted into."
2. Data Sharing:
   • "We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages."
3. Data Protection:
   • "We are committed to protecting your personal information and have implemented appropriate technical and organizational measures to ensure its security."
4. User Rights:
   • "You have the right to access, correct, or delete your personal information. You can opt-out of receiving messages at any time by replying STOP."
5. Contact Information:
   • "For any questions or concerns regarding your privacy, please contact us at (919) 379-9000."

1. Program Description:
   • "By opting into our SMS program, you agree to receive text messages from Family Legacy Financial Solutions regarding customer care."
2. Message Frequency:
   • "Message frequency may vary. You will receive 2 messages per week or when necessary"
3. Cost Disclosure:
   • "Standard message and data rates may apply. Please check with your mobile provider for details."
4. Opt-Out Instructions:
   • "You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP."
5. Customer Care:
   • "For assistance, contact our customer care at (919) 379-9000."
6. Legal Disclaimers:
   • "By participating, you agree to our terms and conditions and privacy policy. We reserve the right to modify these terms at any time."
7. Links:
   • "For more information, please visit our Privacy Policy and Terms and Conditions.