Terms of Use

General Informational Purpose

Legacy Financial Group publishes general financial planning information and educational materials. Website content is intended to help visitors understand common planning concepts and considerations. It is not individualized financial, investment, tax, accounting, insurance, or legal advice.

No Personalized Recommendation

Nothing on this website should be interpreted as a recommendation to purchase, sell, or hold a security or financial product, or to follow a particular financial, investment, tax, or legal strategy. Decisions involving your circumstances should be evaluated with appropriately qualified professionals when individualized guidance is needed.

Professional Status

Legacy Financial Group is not a registered investment adviser, broker-dealer, tax practice, accounting firm, or law firm. We do not manage assets, execute securities transactions, or provide individualized professional recommendations through this website.

No Professional Relationship

Browsing the website, submitting a planning request, selecting an SMS preference, or communicating through a website form does not create an advisory, fiduciary, attorney-client, accountant-client, or other professional relationship.

Use of the Website

You agree to use this website only for lawful purposes and in a manner that does not interfere with site operation, security, availability, or the use of the site by others. You may not attempt to gain unauthorized access to website systems or misuse website forms.

Information Accuracy and Timeliness

We aim to present useful and understandable information, but financial rules, tax provisions, market conditions and other facts may change over time. Content may be updated, corrected, revised, or removed without notice. You are responsible for confirming current information before relying on it for a significant decision.

Financial and Investment Risk

Financial and investment decisions involve uncertainty and, in some cases, the possible loss of principal. Historical examples, illustrations or general planning concepts do not guarantee a particular future outcome.

Third-Party Links

The website may include links to external resources for convenience or additional context. Legacy Financial Group does not control external websites and is not responsible for their content, availability, accuracy, security, or privacy practices.

Intellectual Property

Unless otherwise noted, the website design, text, branding, graphics, and other original content appearing on legfingroup.com are owned by or used with permission by Legacy Financial Group. Content may not be reproduced, republished, or distributed for commercial use without appropriate permission.

SMS Terms

Text messaging is available only when a visitor voluntarily chooses the applicable SMS consent option. General account notifications and marketing messages are separate optional programs. Message frequency varies and message and data rates may apply. Reply STOP to discontinue a selected SMS program or HELP for assistance. SMS consent is not required to browse the website, access educational content, or submit a planning request.

Disclaimer of Warranties

The website and its content are provided on an informational basis and may not always be complete, current, or free from error. To the extent permitted by law, no warranty is made regarding uninterrupted availability or the suitability of content for a particular financial decision.

Limitation of Use

You are responsible for how you use general information obtained from this website. For decisions that depend on your personal financial situation, legal rights, tax circumstances or investment objectives, seek advice from an appropriately qualified professional.

Changes to These Terms

These Terms of Use may be updated as website practices or requirements change. The current version will be posted on this page with the applicable revision date.

Contact

Questions about these terms can be directed to [email protected], 949-383-1678, or Legacy Financial Group, 2030 Main St, 13th Floor, Irvine, CA 92614.