Privacy Policy

Effective Date: October 25, 2025

Welcome to The Crowned Legacy Group LLC. We provide financial planning and wealth-building services, including retirement planning, debt elimination strategies, life insurance and annuities, education funding, and tax-efficient financial coaching.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, schedule consultations, or otherwise use our services (“Service”). We are committed to protecting your privacy and handling your personal data with transparency and care.

1. Information We Collect

We collect information to provide, improve, and personalize our financial planning services, and to communicate effectively with you.

1.1 Personal Information You Provide

We collect information you voluntarily provide when you:

Schedule a consultation or create an account: This may include your name, email address, phone number, mailing address, and basic financial details necessary to understand your goals.

Use our financial planning services: This includes information about your income, assets, liabilities, insurance coverage, and other financial data that you choose to share for personalized planning.

Communicate with us: When you contact our team, request information, or respond to surveys, we collect the details you provide.

Subscribe to newsletters or updates: We collect your email address and communication preferences.

Make payments: We collect billing or payment details, processed securely through third-party payment processors. We do not store full payment card numbers.

1.2 Automatically Collected Information

When you visit our website or engage with our online tools, we may automatically collect certain technical information, such as:

Usage Data: Your IP address, browser type, operating system, referring URLs, pages visited, and time spent on the site.

Cookies and Tracking Technologies: We use cookies, pixels, and similar technologies (e.g., Google Analytics, Meta Pixel) to analyze usage, enhance experience, and support marketing efforts. You can disable cookies in your browser settings, though some site functions may not work properly.

1.3 Information from Third Parties

We may receive information from trusted third-party partners (for example, financial product providers, referral platforms, or affiliates) if you have consented to sharing your information with them.

2. How We Use Your Information

We use your information to deliver high-quality financial planning and related services, maintain compliance, and communicate with you effectively. Specifically, we may use your information to:

Provide, personalize, and maintain our financial services and recommendations.

Develop tailored financial strategies and reports based on your goals and data.

Communicate appointment details, service updates, and account information.

Send educational materials, newsletters, or promotional content (you may opt out at any time).

Improve our website, services, and client experience.

Ensure security and prevent fraud or unauthorized access.

Comply with applicable financial regulations and legal obligations.

We will never sell your personal or financial information to third parties.

3. How We Share Your Information

We may share your information only as necessary to operate our business and comply with laws:

Service Providers: Trusted third parties who help us process payments, host data, or support customer service — bound by strict confidentiality obligations.

Financial Product Providers: When applicable and with your consent, we may share relevant information with insurers, investment companies, or financial institutions to facilitate services.

Business Transfers: In the event of a merger, acquisition, or sale, your data may be transferred as part of that process.

Legal Requirements: We may disclose data if required by law, regulation, or legal process.

With Your Consent: We may share data for other specific purposes that you authorize.

4. Data Security

We implement industry-standard security measures to protect your personal and financial data, including encryption, secure storage, and restricted access. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute protection against all potential risks.

5. Data Retention

We retain your personal information as long as necessary to provide services, fulfill legal and regulatory requirements, and maintain business records. When data is no longer required, we securely delete or anonymize it.

6. Your Rights

Depending on your location and applicable laws, you may have rights to:

Access your personal data.

Request corrections or deletion (“Right to Be Forgotten”).

Restrict or object to processing.

Request data portability.

Withdraw consent where applicable.

To exercise these rights, contact us at [Insert contact email, e.g., [email protected]]. We may verify your identity before processing your request.

7. Children’s Privacy

Our services are intended for adults (18+) seeking financial planning. We do not knowingly collect personal information from minors. If we learn we have collected such data, we will promptly delete it.

8. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be reflected by the “Effective Date” above. Your continued use of our services indicates acceptance of any revisions.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your data, contact us at:

The Crowned Legacy Group LLC
Email: [email protected]
Address: 30 N Gould St Ste N, Sheridan, WY 82801