Privacy Policy
Last Updated: June 20261. Introduction
Gulf Coast Legacy Advisors ("we," "us," or "our") is committed to protecting the privacy of every individual who visits our website or reaches out to us for information about our financial services. This Privacy Policy explains what personal information we collect, how we use and safeguard it, and the choices you have regarding your information. By using our website located at gclegacyadvisors.com or submitting any inquiry to us, you agree to the practices described in this policy.
If you have questions or concerns about this policy at any time, please contact us using the information provided in Section 9 below.
2. Information We Collect
We collect personal information only when you voluntarily provide it to us — for example, when you complete a contact form, request a consultation, or reach out via phone or email. The types of information we may collect include:
- Full name — so we can address you personally and maintain accurate records.
- Email address — to respond to your inquiry and, with your consent, send relevant updates.
- Phone number — to schedule consultations and follow up on your inquiry.
- Inquiry details — the nature of your questions or interest in our services, which helps us provide a tailored response.
We may also automatically collect certain technical data when you browse our website, such as your IP address, browser type, operating system, referring URLs, and pages visited. This information is collected in aggregate and is not linked to your personal identity unless you have submitted a contact form.
3. How We Use Your Information
We use the information you provide solely to serve you and improve your experience with Gulf Coast Legacy Advisors. Specifically, we use your information to:
- Respond promptly and accurately to your inquiries and questions.
- Schedule and confirm one-on-one consultations with our financial strategist.
- Send you relevant updates, educational resources, or information about our services — only with your consent, and you may opt out at any time.
- Maintain business records as required for professional and legal compliance.
- Improve the content and functionality of our website based on aggregate usage patterns.
We do not use your information for automated decision-making or profiling, and we will not contact you for purposes unrelated to the services you have expressed interest in without your prior consent.
4. Information Sharing
We respect your privacy and do not sell, rent, trade, or otherwise transfer your personal information to third parties for their own marketing purposes under any circumstances.
We may share your information with trusted third-party service providers who assist us in operating our website or conducting our business — for example, email delivery platforms, scheduling tools, or website hosting providers. These providers are carefully selected and are required to maintain strict confidentiality obligations; they are not permitted to use your data for any purpose other than providing services to us on your behalf.
We may also disclose your information if required to do so by law, or if we believe in good faith that such disclosure is necessary to comply with a legal obligation, protect our rights or property, or ensure the safety of our clients and the public.
5. Data Security
We take reasonable and appropriate technical and organizational measures to protect your personal information against unauthorized access, disclosure, alteration, or destruction. These measures include the use of secure socket layer (SSL) encryption for data transmission, access controls limiting who within our organization can view your information, and regular review of our data practices.
While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to notifying you promptly in the event of any breach that may affect your rights or interests.
6. Cookies
Our website may use cookies — small text files placed on your device — to enhance your browsing experience and analyze site traffic. Cookies help us understand which pages are most useful to visitors and allow the site to remember your preferences during a session.
We may use the following types of cookies:
- Essential cookies — necessary for basic site functionality and cannot be disabled.
- Analytics cookies — help us understand how visitors interact with our website in aggregate (e.g., Google Analytics).
- Preference cookies — remember your settings such as display preferences.
You can control or disable cookies through your browser settings at any time. Please note that disabling certain cookies may affect the functionality of some areas of our website. For more information on managing cookies, visit allaboutcookies.org.
7. Your Rights
We respect your right to control your personal information. Depending on your location and applicable law, you may have the right to:
- Access — request a copy of the personal information we hold about you.
- Correction — ask us to correct any inaccurate or incomplete information.
- Deletion — request that we delete your personal information from our records, subject to any legal retention obligations.
- Opt out of communications — unsubscribe from any marketing or informational emails at any time by clicking the unsubscribe link in any email we send, or by contacting us directly.
- Data portability — request that we provide your data in a portable, machine-readable format where technically feasible.
To exercise any of these rights, please contact us using the information below. We will respond to verified requests within a reasonable timeframe and in accordance with applicable law.
8. Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted personal information to us, please contact us immediately so we can promptly delete that information from our records.
9. Contact Us
If you have questions, concerns, or requests related to this Privacy Policy or your personal information, please do not hesitate to reach out to us:
- Business: Gulf Coast Legacy Advisors
- Location: Cape Coral, Florida
- Phone: (239) 628-9887
- Email: advisor@gclegacyadvisors.com
We are committed to addressing your concerns in a timely and transparent manner.
10. Changes to This Policy
We reserve the right to update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.