Privacy Policy
Effective Date:
June 23, 2025
Business Name:
Wealth and Legacy Unlimited, LLC
Business Address:
575 Pharr Rd. NE Unit 12023, Atlanta, GA 30355
Contact:
| (762) 248-8879
1. Introduction
Wealth and Legacy Unlimited, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting it through this Privacy Policy. This policy describes the types of information we collect, how we use it, how we protect it, and your rights.
2. Information We Collect
We collect the following types of personal information when you interact with our websites, products, and services:
Identity & Contact Information: Full name, email address, phone number, mailing and billing addresses.
Financial Information: Credit scores, income information, and in some cases, Social Security numbers (for certain services).
Documents: Driver’s license, utility bills, or similar documents (required for certain offerings).
Payment Information: Processed securely via Authorize.net and Electronic Merchant Systems—we do not store payment data directly.
Device & Usage Data: IP addresses, browser info, and other analytics data via cookies and pixels (Facebook Pixel, TikTok Pixel, Google Analytics).
User-Generated Content: Testimonials, survey responses, public comments, or submissions.
Marketing Preferences: Email and SMS consent via form submissions.
3. How We Collect Information
We collect information through:
Web forms, checkout pages, quizzes, and intake applications
Tracking technologies such as cookies and advertising pixels
Integrated platforms including GoHighLevel, Facebook, TikTok, Google, Aweber, and Authorize.net
Note:
We currently do not use a cookie consent banner, but may implement one in the future for enhanced compliance.
4. How We Use Your Information
We use your information to:
Process and fulfill your purchases and service requests
Send marketing communications (email and SMS), including offers, updates, and promotions
Retarget ads via Facebook, TikTok, and Google
Personalize your experience on our websites and platforms
Conduct internal analytics, improve offerings, and develop new products
5. Data Sharing and Third Parties
We share your information only as necessary and never sell or rent it. We may share data with:
Payment Processors: Authorize.net, Electronic Merchant Systems, Thrivecart
CRM & Email Platforms: GoHighLevel, Aweber,
Advertising Platforms: Facebook, Google, TikTok
Analytics Tools: Google Analytics, Facebook Pixel, TikTok Pixel
We may also share information with team members or contractors who are bound by confidentiality agreements.
6. Data Protection
We take reasonable technical and organizational precautions to protect your personal data. While no system is 100% secure, we follow industry standards.
We do not directly store or process payment card information. All payment details are handled by PCI-compliant third parties.
7. Your Rights & Choices
SMS Opt-Out: You may opt out of SMS at any time by replying “STOP.”
Email Opt-Out: Click the “unsubscribe” link in any marketing email
Data Access/Deletion: To access or request deletion of your data, contact [email protected].
No Use by Minors: Our services are intended only for individuals 18 years or older. We do not knowingly collect data from minors.
8. CCPA Compliance
If you are a California resident, you have the right to:
Know what personal information we collect and how we use it
Request a copy of your personal information
Request deletion of your personal information
Opt-out of the sale of personal information (We do not sell data)
To exercise your CCPA rights, email us at
.
9. Advertising and Analytics
We use cookies and tracking technologies for advertising and analytics. These may collect browsing behavior and user preferences. This allows us to deliver customized advertising and improve your experience.
You may manage or block these technologies using your browser settings.
10. Affiliates & Referrals
We run an affiliate and referral program. When you click on or use an affiliate link, we may track this activity to credit our partners. If you sign up or purchase a product/service via a referral, the referring affiliate may receive a commission.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The effective date will always be posted at the top. Your continued use of our services means you accept the updated policy.
12. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact:
Wealth and Legacy Unlimited, LLC
575 Pharr Rd. NE Unit 12023, Atlanta, GA 30355
[email protected]
(762) 248-8879
AS FEATURED IN:
