TPC Legacy Group
Privacy Policy

Effective Date: Current Version

At TPC Legacy Group, we value your privacy and are committed to protecting the confidentiality of the information you provide through our website, consultation requests, intake forms, private-client engagements, and related services.

Information We Collect

TPC Legacy Group may collect personal information including, but not limited to:

• Name
• Email Address
• Telephone Number
• Mailing Address
• Service Inquiry Information
• Consultation Notes
• Business Information
• Communication Preferences
• Information Submitted Through Contact Forms, Intake Forms, Applications, or Questionnaires

Information may be collected when you:

• Submit a consultation request
• Contact our office
• Complete intake forms
• Schedule appointments
• Engage with our services
• Subscribe to communications
• Communicate with our team

How Information Is Used

Information collected may be used to:

• Provide consultation and advisory services
• Coordinate referrals and introductions to third-party service providers
• Respond to inquiries and service requests
• Deliver onboarding materials and invoices
• Schedule appointments and consultations
• Improve client experience and website functionality
• Communicate regarding appointments, services, updates, and educational content
• Maintain internal records and compliance documentation

Information Sharing

TPC Legacy Group operates as a consulting, advisory, administrative support, educational, and referral-based organization.

When necessary to fulfill requested services, clients authorize TPC Legacy Group to share relevant information with trusted independent third-party service providers, including but not limited to:

• Mortgage professionals
• Insurance professionals
• Credit specialists
• Financial professionals
• Real estate professionals
• Attorneys
• Tax professionals
• Other qualified service providers

Information is shared only as reasonably necessary to assist with requested services, consultations, referrals, or client support.

Data Protection & Security

TPC Legacy Group utilizes reasonable administrative, technical, and operational safeguards designed to protect client information and maintain confidentiality.

While no method of electronic transmission or storage can be guaranteed to be completely secure, we take commercially reasonable steps to protect the information entrusted to us.

Third-Party Platforms & Service Providers

TPC Legacy Group may utilize third-party providers for:

• Payment processing
• Scheduling services
• Customer relationship management (CRM)
• Email communications
• SMS communications
• Document management
• Website hosting
• Analytics and website performance monitoring

Third-party providers maintain their own privacy and security policies, which govern their respective platforms and services.

Marketing Communications

By submitting information through our website, booking consultations, requesting information, or engaging with our services, you consent to receive communications from TPC Legacy Group via:

• Email
• Telephone
• SMS/Text Messaging

You may opt out of marketing communications at any time by following unsubscribe instructions or submitting a written request.

Cookies & Analytics

Our website may utilize cookies, analytics tools, tracking technologies, and related technologies to improve website performance, user experience, security, and marketing effectiveness.

Users may adjust browser settings to manage cookie preferences.

No Professional Services Guarantee

TPC Legacy Group provides consulting, advisory, educational, administrative support, and referral-based services only.

We do not guarantee:

• Funding approvals
• Loan approvals
• Credit improvements
• Insurance approvals
• Business outcomes
• Financial outcomes
• Investment performance
• Real estate transactions
• Specific results of any kind

Client Rights

Clients may request reasonable access to personal information maintained by TPC Legacy Group and may request corrections to inaccurate information, subject to applicable laws and operational requirements.

Policy Updates

TPC Legacy Group reserves the right to update, revise, or modify this Privacy Policy at any time without prior notice. Continued use of this website or our services constitutes acceptance of any updates.

Contact Information

TPC Legacy Group
privateclient@tpclegacygroup.com
www.tpclegacygroup.com