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Privacy Policy

Your Privacy
LegacyAdvisor respects your privacy and is committed to protecting the personal information you share with us.

Information We Collect
We may collect limited personal information when you voluntarily provide it through our website, including:

  • Name

  • Email address

  • Phone number

  • Business information

  • Any information submitted through contact or scheduling forms

We do not collect sensitive personal information unless explicitly provided by you for advisory purposes.

How Information Is Used
Information collected is used solely to:

  • Respond to inquiries

  • Evaluate potential advisory engagements

  • Communicate regarding services

  • Improve the functionality and security of our website

We do not sell, rent, or trade personal information.

Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, or misuse. No internet transmission can be guaranteed as fully secure.

Third-Party Services
Our website may integrate with third-party tools such as scheduling, payment processing, or analytics platforms. These providers operate under their own privacy policies, which we encourage you to review.

Cookies
We may use basic cookies or analytics tools to understand site usage and improve performance. These do not identify individual users.

Updates
This policy may be updated periodically. Continued use of the website constitutes acceptance of any revisions.

Legal Disclaimer

  • The information provided on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice.

  • No advisory relationship is created by accessing this website, submitting a form, or communicating electronically unless and until a formal written engagement agreement is executed.

  • Tax strategies discussed may not be suitable for every taxpayer and are dependent on individual facts and circumstances. Outcomes are not guaranteed.

  • You should consult qualified professionals regarding your specific situation before implementing any strategy.


No Attorney-Client or CPA Relationship

  • LegacyAdvisor is not a law firm. Communications through this website do not establish an attorney-client relationship.

  • Tax preparation or advisory services are provided only under a signed engagement agreement defining scope, responsibilities, and limitations.


Terms of Use
By accessing this website, you agree to the following terms:

Use of Content
All content on this site is the property of LegacyAdvisor and may not be copied, reproduced, or distributed without prior written permission.

No Reliance
Content is provided “as is” without warranties of any kind. You agree not to rely on website content as a substitute for professional advice.

Limitation of Liability
LegacyAdvisor is not liable for any direct, indirect, incidental, or consequential damages arising from use of this website.

External Links
Links to third-party websites are provided for convenience only. We do not control or endorse their content.

Governing Law
These terms are governed by the laws of the State of California.
 
Electronic Communications Disclosure
Communications through this website or via email are not guaranteed to be secure. Do not submit confidential or sensitive information unless explicitly instructed to do so under a secure engagement process.
 
Professional Disclosure

  • LegacyAdvisor is a trade name owned and operated by Sterling Financial Solutions, Inc.

  • The advisor of LegacyAdvisor is a California Registered Tax Practitioner (CRTP) and Legal Document Assistant (LDA).

  • ​Services are provided in accordance with applicable state and federal regulations.

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