Legal Disclosures & Privacy Policy
Effective Date: July 17, 2026
Privacy Policy
Legacy Planning LLC collects personal information, including names, email addresses, phone numbers, and basic financial information (e.g., insurance status and retirement account ranges) solely to facilitate personalized insurance planning. We do not sell, rent, or trade your personal information with third parties. Data is collected via secure external forms. You have the right to request access to or deletion of the data we hold; to exercise these rights, please contact us at Legacyplanning.gen@gmail.com.
Insurance Disclaimer
Legacy Planning LLC is a licensed insurance agency. The information on this website is for educational purposes and does not constitute legal, tax, or investment advice. All insurance products, coverage, and premiums are subject to individual carrier underwriting and approval. Submission of an inquiry does not guarantee coverage. Misrepresentation of policy terms is strictly prohibited under Hawaii insurance law.
TCPA & Communication Consent
By providing your phone number and email address, you expressly consent to be contacted by Legacy Planning LLC regarding your financial planning inquiry via phone, text, or email. We adhere to the Telephone Consumer Protection Act (TCPA) and CAN-SPAM requirements. You may opt out at any time by replying "STOP" to any text message or replying to any email with the word "STOP" or "UNSUBSCRIBE". No calls will be placed outside the hours of 8:00 AM to 9:00 PM in your local time zone. You may contact us at 153 E Kamehameha Ave Ste 104-288, Kahului, HI 96732, (775) 391-5023, or Legacyplanning.gen@gmail.com.