Privacy Policy
Last updated April 2026
Introduction
Legacy Income Advisors ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you visit our website or use our services.
Information We Collect
We may collect the following types of information:
- Name, email address, and phone number submitted through our contact form
- General financial information you choose to share when requesting a consultation
- Website usage data collected through cookies and analytics tools
- Communication records from emails or calls with our team
How We Use Your Information
We use collected information to:
- Respond to inquiries and schedule consultations
- Provide personalized retirement and estate planning guidance
- Send relevant educational content and firm updates (with your consent)
- Improve our website and services
- Comply with applicable legal and regulatory requirements
Information Sharing
We do not sell, rent, or trade your personal information to third parties. We may share information with trusted service providers who assist us in operating our website or servicing your account, subject to confidentiality agreements. We may also disclose information as required by law or regulatory bodies.
Cookies
Our website may use cookies to enhance your browsing experience and analyze site traffic. You may configure your browser to refuse cookies, though some features of the site may not function properly as a result.
Data Security
We implement reasonable technical and organizational safeguards to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
Your Rights
You may request access to, correction of, or deletion of your personal information at any time by contacting us at john@legacyincomeadvisors.com. We will respond to reasonable requests in accordance with applicable law.
Contact Us
If you have questions about this Privacy Policy, please contact us.
Legacy Income Advisors
101 Lindenwood Dr, Suite 225, Malvern, PA 19355
(484) 875-3131 | john@legacyincomeadvisors.com
Questions? Let's Talk.
A first conversation with John Sanchez, MST, CLTC. No obligation.