Website governance
Terms of service.
The terms governing use of Legacy Wealth Academy educational content, calculators, resources, and consultation requests.
Educational Use
This website provides general educational information about retirement planning, income planning, asset protection, tax-aware planning, estate coordination, and related topics. Website content is not individualized financial, tax, legal, or investment advice.
No Client Relationship
Using this website, downloading a resource, submitting a form, or using a calculator does not create an advisory, fiduciary, legal, tax, or client relationship. A relationship may only be established through appropriate agreements and disclosures.
Calculators and Estimates
Calculators and examples are for educational illustration only. Results depend on assumptions and may not reflect actual outcomes, market conditions, taxes, fees, product terms, inflation, liquidity needs, or personal circumstances.
External Links
This website may link to third-party resources, scheduling tools, forms, or educational materials. Legacy Wealth is not responsible for the content, security, privacy practices, or availability of third-party websites.
Contact
Questions about these terms may be directed to Legacy Wealth at [email protected] or 817-670-5161.