Legacy Shift Advisors Privacy Policy

Effective Date: September 2, 2026
Last Updated: September 2, 2026

Legacy Shift Advisors (“LSA,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how Legacy Shift Advisors, Inc., doing business as Legacy Shift Advisors, collects, uses, discloses, and protects personal information when you visit https://legacyshiftadvisors.com, submit a website form, request a resource, schedule a consultation, register for an offering, or otherwise interact with the website (collectively, the “Website”).

By using the Website, you acknowledge the practices described in this Privacy Policy.

Who We Are

Our website address is https://legacyshiftadvisors.com.

The Website is operated by:

Legacy Shift Advisors
Charlotte, NC

Personal Information We Collect

The information we collect depends on how you interact with the Website.

Information You Provide Directly

We may collect information you voluntarily provide through contact forms, consultation requests, resource-download forms, event or program registrations, questionnaires, surveys, newsletter sign-ups, account features, or other Website communications. This information may include:

your name;
email address;
telephone number;
organization, school, team, or professional affiliation;
job title or role;
the audience or service category that interests you;
scheduling preferences;
information included in a message, inquiry, questionnaire, or consultation request;
marketing and communication preferences; and
payment and billing information when a paid offering is available.

Payment-card information may be collected and processed directly by a third-party payment provider rather than stored by LSA. The provider’s privacy policy and terms govern its handling of that information.

Please do not submit Social Security numbers, financial-account usernames or passwords, complete bank or investment account numbers, sensitive medical information, or other highly sensitive personal information through a general Website form.

Information Collected Automatically

When you use the Website, we and our service providers may automatically collect certain technical and usage information, such as:

Internet Protocol (IP) address;
browser type and browser user-agent information;
device type and operating system;
referring and exit pages;
pages viewed, links selected, and approximate visit times;
general geographic location derived from an IP address;
cookie identifiers and similar technical data; and
information used to detect spam, fraud, abuse, or security threats.

How We Collect Information

We may collect information:

directly from you when you complete a form, communicate with us, download a resource, or register for an offering;
automatically through cookies, server logs, analytics tools, and similar technologies;
through WPForms, which supports forms on the Website;
through Google services connected to WPForms or the Website; and
from service providers that support scheduling, email, payment processing, Website hosting, security, analytics, document delivery, or other business functions.

How We Use Personal Information

LSA may use personal information to:

respond to questions, inquiries, and consultation requests;
provide requested downloads, educational materials, newsletters, or other resources;
evaluate whether LSA’s services may be appropriate for a prospective client or organization;
schedule and administer consultations, workshops, speaking engagements, programs, and other services;
create and manage records relating to prospective and current engagements;
process registrations, purchases, payments, and related transactions;
personalize and improve Website content, services, communications, and user experience;
send administrative, transactional, service-related, or security communications;
send marketing or educational communications when you have consented or when otherwise permitted by law;
maintain, troubleshoot, secure, and analyze the Website;
detect and prevent spam, fraud, misuse, and other harmful activity;
comply with legal, tax, accounting, recordkeeping, and regulatory obligations;
establish, exercise, or defend legal claims; and
carry out another purpose disclosed when information is collected or for which you provide consent.

LSA does not use information submitted through a Website inquiry to provide individualized investment, legal, tax, accounting, or insurance advice through the Website.

Website Forms, WPForms, and Google Services

LSA uses WPForms to collect and manage information submitted through Website forms. WPForms may be integrated with one or more Google services for functions such as spam prevention, email delivery, file or response storage, recordkeeping, analytics, or workflow automation.

Depending on the integrations enabled by LSA, information submitted through a form may be transmitted to, processed by, or stored through Google or another service provider acting on LSA’s behalf. This may include your contact details, form responses, IP address, browser information, timestamps, and technical information used for security or spam detection.

Before publishing this policy, LSA should identify the exact services enabled and retain only the applicable disclosures below:

Google Sheets or Google Drive: Form responses or uploaded files may be stored in LSA-controlled Google Workspace files or folders.
Gmail or Google Workspace email: Form responses and notifications may be delivered to or managed through LSA’s email account.
Google reCAPTCHA: Google may collect hardware and software information, IP address, browser data, and interaction data to determine whether a form submission is made by a person or an automated system.
Google Analytics: Google may collect cookie, device, usage, and interaction information to help LSA understand how visitors use the Website.

Google’s processing of information is also subject to its applicable privacy terms. The Website should provide any cookie notice or consent choices required for the Google services that are enabled.

Cookies and Similar Technologies

The Website may use cookies and similar technologies to operate, secure, remember preferences for, and understand the use of the Website.

Comment Cookies

If you leave a comment, you may choose to save your name, email address, and website in cookies so you do not have to enter those details again when leaving another comment. These cookies last for one year.

Login and Account Cookies

If you visit a login page, the Website may set a temporary cookie to determine whether your browser accepts cookies. It contains no personal data and is discarded when you close your browser.

When you log in, the Website may set cookies to save your login information and display preferences. Login cookies generally last for two days, and screen-option cookies generally last for one year. If you select “Remember Me,” your login may persist for two weeks. Login cookies are removed when you log out.

If you edit or publish an article, an additional cookie may be saved in your browser. This cookie contains no personal data, identifies the relevant article, and generally expires after one day.

Analytics, Security, and Third-Party Cookies

If analytics, embedded media, spam prevention, or other third-party tools are enabled, those providers may set or read cookies or use similar technologies. You may be able to control nonessential cookies through the Website’s cookie settings or your browser. Disabling cookies may affect certain Website functions.

Comments

If visitors are permitted to leave comments, we collect the information shown in the comment form, together with the visitor’s IP address and browser user-agent string, to assist with spam detection and Website security.

An anonymized string created from your email address, sometimes called a hash, may be provided to the Gravatar service to determine whether you use that service. The Gravatar privacy policy is available at https://automattic.com/privacy/. After a comment is approved, the associated profile picture may be visible publicly with the comment.

Media and File Uploads

If the Website allows you to upload images, avoid uploading images containing embedded location information, such as EXIF GPS data. Website visitors may be able to download images and extract embedded location information.

Files submitted privately through a form may be accessible to LSA and to service providers used to host, transmit, secure, or store those files. Do not upload confidential or highly sensitive documents unless LSA has specifically requested them through an approved secure method.

Embedded Content from Other Websites

The Website may include embedded content such as videos, images, maps, social-media posts, or articles. Embedded content behaves as though you visited the third-party website directly.

Those websites may collect information about you, use cookies, include additional third-party tracking, and monitor your interaction with the embedded content, particularly if you have an account with and are logged in to that third-party service. LSA does not control the privacy practices of third-party websites.

How We Disclose Personal Information

LSA may disclose personal information:

to Website hosting, form-processing, email, cloud-storage, scheduling, analytics, security, spam-prevention, payment, document-delivery, and other service providers that perform functions for LSA;
to professional advisers, such as attorneys, accountants, auditors, or insurers, when reasonably necessary;
to a client organization when you submit information in connection with an organization-sponsored program and the disclosure has been explained or authorized;
when required by law, subpoena, court order, legal process, or a lawful government request;
when reasonably necessary to protect the rights, safety, property, and security of LSA, Website visitors, clients, or others;
in connection with a merger, financing, reorganization, sale, transfer, or other business transaction; or
with your direction or consent.

LSA does not sell personal information for money. LSA does not disclose personal information to third parties for their own independent marketing purposes unless you authorize the disclosure.

If you request a password reset, your IP address may be included in the reset email.

Where Personal Information Is Sent

Website form submissions may be processed by WPForms and transmitted to the Google service or services connected to LSA’s forms. Information may also be sent to Website hosting, email, security, anti-spam, scheduling, payment, analytics, and other providers used to operate the Website and conduct LSA’s business.

Visitor comments may be checked through an automated spam-detection service. Some providers may process or store information in the United States or other jurisdictions where privacy laws may differ from those where you live.

How Long We Retain Personal Information

LSA retains personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including responding to inquiries, maintaining business and engagement records, providing services, complying with legal obligations, resolving disputes, and enforcing agreements.

Retention periods may vary based on the type of information and the reason it was collected. For example:

general inquiries and consultation requests may be retained for a reasonable business follow-up period;
marketing information may be retained until you unsubscribe or request deletion, subject to a limited suppression record;
transaction, contract, tax, accounting, and legal records may be retained for the period required or permitted by law;
form responses stored through an integrated service may remain until deleted under LSA’s applicable retention practices;
comments and their metadata may be retained indefinitely to recognize and approve follow-up comments; and
information in a registered user profile, if accounts are offered, may be retained while the account remains active and as otherwise necessary for legitimate business or legal purposes.

Registered users may be able to view, edit, or delete certain profile information, except information such as a username that the Website does not permit them to change. Website administrators may also access and edit profile information.

Your Privacy Choices and Rights

Depending on where you live and subject to applicable law, you may have the right to request:

access to personal information LSA maintains about you;
correction of inaccurate personal information;
deletion of personal information;
a copy or export of personal information you provided;
restriction of or objection to certain processing; or
withdrawal of consent for processing based on consent.

You may unsubscribe from marketing emails by using the unsubscribe link in the message. LSA may continue to send necessary transactional, administrative, or service-related communications.

If you have an account or have left comments, you may request an exported file of personal information held about you and may request deletion of personal information. These rights do not require LSA to delete information that must or may be retained for administrative, contractual, legal, security, fraud-prevention, or recordkeeping purposes.

To submit a privacy request, contact [INSERT PRIVACY CONTACT EMAIL]. LSA may take reasonable steps to verify your identity before completing a request. Authorized agents may be required to provide proof of authority and may be subject to additional verification requirements.

Data Security

LSA uses reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, transmission method, or storage system can be guaranteed to be completely secure. You are responsible for using caution when sending information online and for protecting any account credentials.

Children’s Privacy

The Website is not directed to children under 13, and LSA does not knowingly collect personal information online from children under 13. Because LSA’s educational work may involve high-school or college athletes, a participant under 18 should use the Website and submit personal information only with the involvement and permission of a parent, legal guardian, school, or sponsoring organization as appropriate.

If you believe a child under 13 has provided personal information through the Website, contact us so we can review and, when appropriate, delete the information.

Links to Other Websites

The Website may link to websites or services LSA does not operate. This Privacy Policy does not govern those third parties, and LSA is not responsible for their privacy or security practices. Review the privacy policies of third-party websites before providing personal information.

Changes to This Privacy Policy

LSA may update this Privacy Policy periodically. The revised policy will be posted on the Website with a new “Last Updated” date. Material changes may be communicated through an additional notice when appropriate.

Contact Us

Questions, concerns, or privacy requests may be directed to:

Legacy Shift Advisors
Attn: Privacy
info@legacyshiftadvisors.com
https://legacyshiftadvisors.com