Privacy Policy

Effective Date: January 2025
Last Updated: April 25, 2026

Introduction

Welcome to Create Wealth and Legacy ("Company," "we," "our," or "us"). We respect your privacy and are committed to protecting the personal information you share with us through our website, services, consultations, programs, and communications.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or interact with our services.

By using our website or services, you agree to the practices described in this Privacy Policy.


Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Full name

Email address

Phone number

Mailing address

Business information

Financial goals or consultation details

Any information you submit through forms, surveys, or consultations

We may also automatically collect certain information when you visit our website, including:

IP address

Browser type

Device information

Pages visited

Time spent on pages

Referral sources

Cookies and tracking data


How We Use Your Information

We use your information to:

Provide and improve our services

Schedule consultations or appointments

Respond to inquiries and customer support requests

Send updates, newsletters, and marketing communications

Process payments and transactions

Personalize your experience

Analyze website performance and marketing effectiveness

Maintain security and prevent fraud

Comply with legal obligations


SMS & Email Communications

By submitting your information through our website or forms, you consent to receive communications from Create Wealth and Legacy via email, phone calls, or text messages.

Message and data rates may apply.

You may opt out of marketing communications at any time by:

Clicking the unsubscribe link in emails

Replying STOP to text messages

Contacting us directly

Please note that you may still receive transactional or service-related com