Disclaimer

Effective Date: September 27, 2025

Last Updated: September 27, 2025

General Disclaimer

The information provided by Legacy Page Financial on this website is for educational and informational purposes only and should not be construed as personalized financial, legal, tax, or investment advice.

Use of this website does not create a client, advisor, fiduciary, or professional relationship between you and Legacy Page Financial.


No Investment Advice

Legacy Page Financial is not a registered investment advisor and does not provide investment advisory services.

Nothing on this website constitutes a recommendation to buy, sell, or hold any investment or financial product. Any discussion of financial strategies is general in nature and intended solely for educational purposes.

You should consult with a licensed financial professional before making investment decisions.


No Legal or Tax Advice

Legacy Page Financial does not provide legal or tax advice.

Any information related to taxes, estate planning, or legal matters is general in nature and should not be relied upon as professional advice. You should consult a qualified attorney or certified public accountant regarding your specific situation.


Insurance Disclosure

Legacy Page Financial offers insurance-based financial strategies through independent, licensed insurance carriers.

All insurance products are subject to underwriting, approval, policy terms, conditions, limitations, and carrier guidelines. Coverage availability, benefits, guarantees, and features vary based on individual eligibility and carrier rules.

Legacy Page Financial is not an insurance carrier and does not issue policies or control underwriting decisions.


No Guarantees

While certain insurance policies may contain contractual guarantees as defined by the issuing insurance carrier, Legacy Page Financial makes no representations or guarantees regarding financial performance, growth rates, results, or outcomes beyond what is expressly stated in the policy contract.

Past performance, examples, or illustrations do not guarantee future results.


Educational Content Only

All content, including text, graphics, videos, calculators, examples, illustrations, and explanations, is provided solely for educational purposes.

Any scenarios or examples presented are hypothetical and may not reflect actual results.


Third Party Information

This website may reference or link to third party content or websites. Legacy Page Financial does not endorse, verify, or assume responsibility for the accuracy or reliability of third party information.

Your use of third party websites is at your own risk.


Limitation of Liability

To the fullest extent permitted by law, Legacy Page Financial shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from your use of this website or reliance on any information provided.

All use of this website is at your own risk.


Accuracy of Information

While we strive to keep information current and accurate, Legacy Page Financial makes no warranties regarding the completeness, accuracy, or reliability of any content on this website.

Information may be updated or changed without notice.


Contact Information

If you have questions regarding this Disclaimer, please contact:

Legacy Page Financial

Email: [email protected]


Acknowledgment

By using this website, you acknowledge that you have read, understood, and agree to this Disclaimer.

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