Welcome to Legacy Wealth Founders (hereinafter "LWF", "we", or "the firm"). By accessing and using this website you accept the following terms and conditions. If you do not agree, please do not use the site.
1. Nature of the Site
This site is for informational and educational purposes. The information published does not constitute an offer to buy or sell securities, insurance policies, or any specific financial product, nor does it constitute individualized financial, tax, or legal advice. To receive personalized advice you must schedule a consultation with one of our authorized advisors.
2. Use of the Site
You agree to use this site for lawful purposes, to not interfere with its operation, to not attempt to access restricted areas, and to not reproduce or redistribute content without written authorization from LWF.
3. Intellectual Property
All content published — text, logos, graphics, images, code, trademarks, and any other material — is the property of Legacy Wealth Founders or its licensors and is protected by U.S. and international intellectual property laws.
4. Limitation of Liability
LWF does not guarantee that the information on this site is error-free, complete, timely, or applicable to your particular situation. Financial decisions depend on individual circumstances that must be evaluated with an advisor. LWF is not liable for losses, damages, or harm arising from the use of this information without professional consultation.
5. Third-Party Links
This site may contain links to sites operated by third parties. LWF does not control or endorse their content and is not responsible for privacy practices or content published on them.
6. Products and Services
The products mentioned (indexed policies, real estate strategies, financing products) are offered through independent insurance carriers, financial institutions, and licensed entities. Availability and terms depend on your state of residence, financial profile, and each company's underwriting processes.
7. Regulatory Compliance
LWF and its advisors operate under applicable licenses and regulations in the states where they practice. No information published should be construed as an offer of unregistered securities or products not authorized in your state of residence.
8. Modifications
We reserve the right to modify these terms at any time. The effective version will be the one published on this site with the visible last-updated date.
9. Governing Law
These terms are governed by the laws of the State of North Carolina, United States, without regard to its conflict-of-laws provisions. Any dispute shall be submitted to the jurisdiction of the competent courts of said state.
10. Contact
For questions about these terms:
Legacy Wealth Founders
600 S Tryon St, 18th Floor
Charlotte, NC 28202, USA
inf@legacywealthfounders.com