Privacy Policy
Last Updated: July 16, 2026
Legacy Visions Wealth Management, LLC ("Legacy Visions," "we," "our," or "us") operates the Legacy Visions Wealth Academy platform at legacyvisionswealthacademy.teachable.com, along with all associated services, including those provided through Legacy Visions Wealth Management ("LVWM") and Legacy Visions Digital Assets ("LVDA"). This Privacy Policy explains how we collect, use, share, and protect your personal information when you use our website, courses, coaching services, live classes, and related offerings.
By using our platform or engaging our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect information in the following ways:
Information You Provide Directly
When you create an account, purchase a service, fill out a form, or communicate with us, you may provide:
- Full name
- Email address
- Phone number
- Mailing address
- Payment information (processed securely through third-party processors; we do not store your full payment details)
- Intake form responses and session preferences
- Any other information you choose to share during sessions, forms, or communications
Information Collected Automatically
When you visit our platform, certain information may be collected automatically, including:
- IP address
- Browser type and version
- Device information
- Pages visited and time spent on pages
- Referring website or source
- Cookies and similar tracking technologies as used by Teachable's platform
2. How We Use Your Information
We use the information we collect to:
- Process purchases and deliver services, including coaching sessions, courses, and live class access
- Send scheduling confirmations, Zoom links, and session-related communications
- Send educational content, class announcements, and market updates through our email communications
- Respond to inquiries and provide customer support
- Improve our platform, services, and educational content
- Comply with legal obligations
We do not sell your personal information to third parties.
3. Third-Party Service Providers
We share your information only with third-party service providers that help us operate our business and deliver our services. These providers include:
- Teachable: hosts our online school, processes enrollments, and manages student accounts
- Teachable Pay: processes payments for courses, coaching, and memberships
- Afterpay and Klarna: provide buy now, pay later options at checkout
- AdvicePay: processes invoicing and payments for custom service combinations
- Constant Contact: manages our email communications and lead capture forms
- OnceHub: manages scheduling for sessions and consultations
- Zoom: hosts live classes and virtual sessions
- Wealthbox: client relationship management
- RightCapital: financial planning tools
Each of these providers has its own privacy policy governing its use of your data. We encourage you to review their policies. We only share the minimum information necessary for each provider to perform its function.
4. Cookies and Tracking
Our platform uses cookies and similar technologies as implemented by Teachable to maintain your session, remember your preferences, and understand how visitors use the site. We do not use additional third-party analytics tools such as Google Analytics.
You can control cookies through your browser settings. Disabling cookies may affect your ability to use certain features of the platform.
5. Data Security
We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Payment information is processed through secure, PCI-compliant third-party processors. We do not store your full credit card or bank account details on our systems.
No method of electronic transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
6. Data Retention
We retain your personal information for as long as necessary to provide our services, fulfill the purposes described in this policy, and comply with legal obligations. If you request deletion of your account or personal data, we will process your request in accordance with applicable law, subject to any legal retention requirements.
7. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information
- Opt out of marketing communications at any time
To exercise any of these rights, contact us at Lhodges3@legacyvisionswm.com.
You may unsubscribe from email communications at any time by clicking the unsubscribe link at the bottom of any email or by contacting us directly.
8. Children and Minors
Our services are designed for a general audience. We do not knowingly collect personal information from children under 13 years of age. For individuals under 18, we recommend that a parent or legal guardian review these terms and supervise any engagement with our services. Parents or guardians may contact us at Lhodges3@legacyvisionswm.com with any questions or concerns.
9. Third-Party Links
Our platform may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party site you visit.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of our platform after any changes constitutes acceptance of the updated policy.
11. Governing Law
This Privacy Policy is governed by the laws of the State of Texas, without regard to conflict of law principles.
12. Contact Us
If you have questions or concerns about this Privacy Policy, contact us at:
Legacy Visions Wealth Management, LLC
Email: Lhodges3@legacyvisionswm.com
Website: legacyvisionswealthacademy.teachable.com