Privacy Policy

Last Updated January 2019.
Your privacy is important to Prime Legacy. Please read our Privacy Policy carefully to understand how we collect, disclose, transfer, and store your information. By signing and agreeing to the Engagement Agreement, you understand and agree to the practices described in this Privacy Policy.
1. Nonpublic Personal Information

The types of personal information we collect and share depend on the product or service you have with us. This information can include: Specific product or service needs, Social Security Number, Credit Profile, Phone Numbers, Address & Payment Information.


We do not collect unverified or illegitimate Personal Information. If we learn that we have collected any unverified or illegitimate Personal Information, we will delete the Personal Information immediately.

2. Disclosure of Client Information

All financial companies need to share personal information to run their everyday business. In the section below, we explain how we use your personal information; the reasons chooses to share; and whether you can limit this sharing.

How we use your info?

Do we share your info?

Can you limit this sharing?

For everyday business purposes - to deliver requested products, services and information to you, to stay in contact with you, and to manage Prime Legacy’s relationship with you.

Yes, we share your info with necessary officers, employees and agents within the company to help facilitate the products and services that you have contracted for.


For legal purposes - respond to court orders, legal investigations, or to protect our operations or clients.

Yes, we share your info because it is appropriate to comply with applicable law, regulation, legal process or enforceable governmental request.


For our affiliates’ everyday business purposes - information about your transactions, experiences and creditworthiness.

Yes, we share your info with affiliated parties to help facilitate your goals.

Yes, you can opt out of any non-essential sharing with third parties.

For our marketing purposes - to offer our products and services to you.

Yes, we occasionally share your info with our trusted, or partnered financial companies that assist us in offering various opportunities to you.

Yes, you can opt out of receiving any marketing from us for any products other than the products or service you have contracted for.

3. Consent

We do not and will not disclose your Personal Information obtained in our process to others outside of Prime Legacy without your consent.

4. Confidentiality & Security Of Client Information

Prime Legacy retains records relating to professional services that we provide so that we are able to assist you in your needs and goals. To safeguard your personal information, we maintain electronic and procedural methods that comply with our professional standards.

For your own protection, you should exercise care with the information you share over the Internet. You should always use a secure browser and exercise good judgment in using user login and password.

If you have any questions, please contact us at 1-949-346-4484 because your privacy and our professional ethics are most important to us.

5. Third Party Privacy Policies

This Privacy Policy only address the use and disclosure of information we collect from you. This does not apply to the practices of companies that Prime Legacy does not own or control or to the people that Prime Legacy does not employ or manage. Consequently, Prime Legacy does not have control over the privacy policies of any third parties, and you are responsible to contact those third parties regarding their privacy policies.

6. Privacy Policy Changes

Prime Legacy regularly review our compliance with our Privacy Policy and enforce safeguards within the company. We may update our Privacy Policy from time to time due to numerous factors, and we will update you of any changes.

7. Request For Information

If you have any question or concern about Prime Legacy’s Privacy Policy, please contact us:

If you need any question or problem with your Client Portal provided by Prime Legacy, please contact us: