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Privacy Policy

A legal disclaimer

Effective Date: June 7, 2025

Ziese Financial, LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, share, and protect your information when you visit our website, Legacy Wealth Network (www.legacywealthnetwork.org).

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1. Information We Collect

We may collect the following personal information when you interact with our website:

  • First name

  • Email address

  • Phone number

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This information is typically collected when you:

  • Submit a contact form

  • Sign up for our newsletter

  • Book a consultation call through our scheduler

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2. How We Collect Information

We collect your information through:

  • Website forms

  • Microsoft Scheduler (consultation booking)

  • Email signup via Flodesk

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Our website is hosted on Wix, which may also collect limited data like browser type or device information to ensure site functionality.

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3. How We Use Your Information

Your information may be used to:

  • Send newsletters and marketing emails

  • Respond to your inquiries or requests

  • Schedule and confirm consultations

We do not sell your personal information.

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4. How We Share Your Information

We only share your data with trusted third-party service providers:

  • Flodesk: for email marketing and communication

  • Microsoft Scheduler: for scheduling appointments

These providers have their own privacy policies and are only given the minimum information necessary to perform their services.

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5. Your Data Rights

You can opt out of marketing emails at any time by clicking the unsubscribe link in any email sent via Flodesk.

To request access to, or deletion of, your information, please contact us at:
📧 Sarah@legacywealthnetwork.org
📞 281-770-8339

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6. Data Security

We use industry-standard tools and best practices to keep your data safe. However, no method of transmission over the internet or method of electronic storage is 100% secure.

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7. Children’s Privacy

This website is not intended for children under the age of 13, and we do not knowingly collect personal information from minors.

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8. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on this page with the updated effective date.

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9. Contact Us

For questions or concerns regarding this policy, please contact:

Ziese Financial, LLC
Houston, TX
📧 Sarah@legacywealthnetwork.org
📞 281-770-8339

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