Privacy Policy

Last Updated: January 3, 2026

Introduction

Welcome to Rooted Legacy Builder Solutions. We respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and how we keep it secure.

1. Information We Collect

We collect information to provide our formation, strategy, and operational services effectively.

Personal Information: Name, email address, phone number, and mailing address when you book a call or fill out a contact form.

Business Information: Company name, EIN, entity details, and financial data required for our accounting or formation services.

Payment Information: Billing details processed securely through our payment partners.

2. How We Use Your Information

We do not sell your data. Your information is used strictly to:

Deliver the services you requested (e.g., filing your LLC, setting up your Gusto payroll).

Communicate with you regarding your project status or scheduled strategy calls.

Send relevant updates, invoices, or compliance reminders.

Client Portal Access: Verify your identity and provide secure access to your project documents via our client portal.

3. Sharing with Third-Party Partners

As an operational agency, we utilize trusted third-party platforms to execute your services. We may share necessary information with:

Government Agencies: For state filings and business formation documents.

Software Partners: Including QuickBooks, Gusto, Dubsado, ClickUp, and RelayFi, solely for account setup and service delivery.

Payment Processors: To securely handle transactions.

4. Data Security & Client Portal

We implement industry-standard security measures to protect your digital “binder” and personal information.

Portal Security: Documents shared via our secure Client Portal are encrypted and accessible only to authorized users.

No Public Access: Your business formation documents and financial reports remain strictly confidential.

5. Contact Us

If you have questions about this Privacy Policy or your data, please contact us:

Email: hello@rootedlegacybuilder.com
Secondary Email: info@rootedlegacybuilder.com
Phone: (888) 786-20988