Privacy Policy

Last updated: Jan 01, 2026 1:02 AM

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

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

We have developed business practices designed to protect both you and us from unauthorized access to your personal information. As a registered investment advisor, Family Legacy gathers and develops personal information regarding our clients for the following purposes:

To determine your financial goals and objectives;
To determine the type of advisory services you need or desire;
To provide specific recommendations regarding advisory services;
To provide specific recommendations regarding other financial products; and
To provide ongoing support and recommendations regarding your financial situation and progress toward your goals.

Client information that Family Legacy Financial Solutions, LLC may collect includes:

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 service 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 a secure office environment. Our technology vendors provide security and access control over personal information and maintain policies governing the transmission of data.

Our employees are trained on their responsibilities regarding your personal information. We require all third parties that assist in providing our services to protect any personal information they receive from us.

We do not disclose information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to unrelated third parties who need it to assist us in serving you. Such 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 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, ensuring that all current and existing clients receive a copy at least annually. Any changes to this Privacy Policy will be communicated to you prior to any disclosure of information. For questions, concerns, or a copy of our current Privacy Policy, please contact us at (919) 379-9000 or info@familylegacync.com.

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.

Data Sharing

We will not share your SMS opt-in 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 deliver messaging services — including platform providers, phone companies, and other vendors involved in text message delivery.

Data Protection

We are committed to protecting your personal information and have implemented appropriate technical and organizational measures to ensure its security.

User Rights

You have the right to access, correct, or delete your personal information. You may opt out of receiving messages at any time by replying STOP.

Contact Information

For any questions or concerns regarding your privacy, please contact us at (919) 379-9000.

Terms and Conditions

Program Description

By opting into our SMS program, you agree to receive text messages from Family Legacy Financial Solutions regarding customer care.

Message Frequency

Message frequency may vary. You will receive up to 2 messages per week or as necessary.

Cost Disclosure

Standard message and data rates may apply. Please check with your mobile provider for details.

Opt-Out Instructions

You may opt out of receiving messages at any time by replying STOP. For help, reply HELP.

Customer Care

For assistance, contact our customer care team at (919) 379-9000.

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.

Links

For more information, please visit our Privacy Policy and Terms and Conditions.

Privacy Policy

Last updated: December 18, 2025

We value your privacy very highly. Please read this Privacy Policy carefully before using the https://www.familylegacync.com website (the "Website") operated by Family Legacy Financial Solutions, LLC, a Limited Liability Company formed in North Carolina, United States ("us," "we," "our"), as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.

Your access to or use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone — including visitors, users, and others — who wish to access or use the Website. By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of this Privacy Policy, you do not have our permission to access or use the Website.

What Information We Collect and Store

We collect and store any and all information that you enter on this Website, including the following: