Privacy Policy
Effective date: October 9, 2026
Canyon Legacy Financial collects information you voluntarily provide through its consultation request form, including your name, contact information, inquiry category and message.
How information is used
We use submitted information to respond to inquiries, arrange consultations, and maintain relevant business records. Please do not submit Social Security numbers, account numbers, passwords, or sensitive medical or financial documents through the form.
Service providers
The website is hosted on Cloudflare Pages. Consultation requests are processed using Cloudflare and Resend to deliver notifications by email. These providers process information as needed to provide their services.
Sharing and retention
We do not sell consultation form submissions. Information may be disclosed when required by law or as necessary to provide requested services. We retain inquiries for business and legal purposes and review retention practices periodically.
Security
We use reasonable safeguards, but no website or email transmission can be guaranteed completely secure.
Your choices
To request access, correction, or deletion of your inquiry information, subject to applicable legal retention requirements, contact steve@canyonllc.net.
Review before launch: This draft must be checked against actual business practices, applicable California privacy obligations, and carrier/broker-dealer requirements.