Privacy Policy
How we collect, use, and protect the information you share with us.
This Privacy Policy is maintained by Ascendant Legacy Financials ("we," "us," "our") to describe the information we collect through this website and how it is used. This page is a general overview and not a substitute for legal advice.
Information We Collect
We collect information you provide directly to us | such as your name, email address, phone number, and the details of your inquiry | when you submit our contact form or communicate with us by phone, text, or email.
How We Use Information
We use the information you provide to respond to your inquiry, deliver our tax and educational services, send appointment reminders, webinar details, and other follow-up communication related to your request. We do not sell your personal information.
Text & Email Communications
By submitting our contact form and consenting, you agree to receive emails and text messages from us. Message and data rates may apply. You can reply STOP to opt out of text messages at any time or use the unsubscribe link in emails.
Data Protection
We take reasonable steps to protect the information you share with us. Please contact us if you would like to update, correct, or request deletion of your information.
Contact
Questions about this policy? Email us at hello@ascendantlegacyfinancials.com or call (860) 300-9020.