Privacy Policy
DRAFT — Needs Human Confirmation before publication.
OneLegacy Strategy Consultants, a division of Lewis Legacy Business & Professional Services LLC, collects information you submit through quote, intake, account, and client-portal forms, including contact details, service interests, documents, and billing-related identifiers.
How we use information
We use information to respond to requests, recommend and deliver services, operate secure client accounts, process payments through approved providers, meet legal obligations, prevent fraud, and improve our services.
Sharing and retention
We share information only with service providers needed to operate the platform or when required by law. We do not sell personal information. We retain information only as long as reasonably necessary for service, security, legal, and recordkeeping purposes.
Your choices and security
You may request access, correction, or deletion where applicable. No internet system is completely secure; we use reasonable safeguards and limit access to authorized personnel.
Contact
Email info@onelegacystrategy.com with privacy questions.