We care about your privacy

Effective Date: January 1, 2026

This Privacy Policy applies to Creative Legacy Marketing and Creative Financial Consultants (collectively, “Company,” “we,” “our,” or “us”), located in Springfield, Illinois 62704. This policy describes how we collect, use, store, protect, and disclose personal information obtained through our website, outreach efforts, surveys, marketing materials, onboarding processes, offboarding processes, and any related services.

By engaging with our services or submitting your information to us, you acknowledge and agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal and business information including, but not limited to:

→ Full name

→ Business name

→ Mailing address

→ Email address

→ Telephone number

→ Social media handles

→ Billing and payment information

→ Website analytics data

→ Information submitted through forms, surveys, consultations, onboarding documents, and offboarding documentation

→ Marketing preferences and campaign-related data

Information may be collected directly from you or through authorized third-party integrations.


2. How We Use Information

We use collected information to:

→ Respond to inquiries and outreach

→ Deliver marketing, accounting, and consulting services

→ Conduct surveys and research

→ Provide onboarding and offboarding documentation

→ Create, manage, and optimize marketing campaigns

→ Process payments and contractual obligations

→ Maintain internal records

→ Improve website performance and user experience

→ Comply with legal and regulatory requirements

We only use information for legitimate business purposes consistent with the services requested.


3. Data Ownership & Collaborative Use

By submitting information to us, clients and users acknowledge that:

→ Information shared for marketing, branding, or campaign purposes may be used collaboratively between the client and the Company.

→ Marketing materials, performance data, analytics, and audience-generated engagement may constitute collaborative intellectual and marketing property.

→ Unless otherwise stated in a written contract, campaign data and audience engagement metrics are jointly utilized for performance optimization and internal improvement purposes.

This does not transfer ownership of proprietary client intellectual property unless otherwise agreed in writing.


4. Website & Marketing Data

Our website may collect limited technical data such as:

1. IP addresses

2. Browser type

3. Device information

4. Cookies and tracking technologies

This data is used for analytics, advertising optimization, and service improvements. Users may adjust browser settings to manage cookie preferences.


5. Data Sharing & Disclosure

We do not sell personal information.

We may share information with:

→ Trusted service providers and subcontractors

→ Payment processors

→ Cloud storage providers

→ Marketing platforms

→ Legal or regulatory authorities when required

All third parties are required to maintain confidentiality and use information solely for authorized purposes.


6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission over the Internet or electronic storage is 100% secure. By using our services, you acknowledge this inherent risk.


7. Data Retention

We retain personal information only as long as necessary to:

→ Fulfill contractual obligations

→ Comply with legal, accounting, or reporting requirements

→ Resolve disputes

→ Enforce agreements

After retention requirements are satisfied, information will be securely deleted or anonymized.


8. Right to Access & Removal

All clients, visitors, and users have the right to:

1. Request access to their personal information

2. Request correction of inaccurate information

3. Request removal of personal information from our website or public-facing materials

Removal requests must be submitted in writing via email. We will respond within a reasonable timeframe consistent with applicable law.

Certain data may be retained as required for legal compliance, contractual obligations, or legitimate business purposes.


9. Children’s Privacy

Our services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors.


10. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites.


11. Policy Updates

We reserve the right to update or modify this Privacy Policy at any time. Changes become effective upon posting to our website. Continued use of our services constitutes acceptance of any revised policy.


12. Contact Information

If you have questions about this Privacy Policy or would like to exercise your data rights, please contact:

Creative Legacy Marketing
Phone: 217-665-1448

Creative Financial Consultants
Phone: 708-840-1723

Email (Both Companies): [email protected]
Mailing Address: Springfield, Illinois 62704