Terms of use

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Last Updated: September 3, 2026

Welcome to the Legacy Wealth Associates website. By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please do not use this website.

The information provided on this website is for general educational and informational purposes only. Nothing on this website should be interpreted as individualized financial, investment, tax, accounting, or legal advice.

Financial and insurance strategies should be evaluated based on an individual's specific circumstances, objectives, needs, eligibility, and other relevant factors.

Your use of this website, submission of a contact form, or scheduling of a consultation does not by itself create a client, advisory, fiduciary, or other professional relationship with Legacy Wealth Associates or any affiliated financial professional.

Any relationship involving financial or insurance products or services is subject to applicable requirements, documentation, approvals, and agreements.

Insurance and financial products may be subject to eligibility requirements, underwriting, product availability, fees, charges, limitations, exclusions, surrender periods, and other terms and conditions.

Product availability and features may vary by state, insurance company, and individual circumstances.

Any guarantees associated with an insurance product are subject to the claims-paying ability and financial strength of the issuing insurance company.

Legacy Wealth Associates does not guarantee that any financial strategy, insurance product, or other solution will achieve a particular financial result.

Examples, illustrations, or educational materials presented on this website are intended for informational purposes and should not be considered guarantees of future performance or results.

Legacy Wealth Associates does not provide tax or legal advice unless specifically authorized and appropriately qualified to do so.

Visitors should consult their own qualified tax or legal professionals regarding their individual circumstances.

We strive to provide useful and accurate information. However, information may change over time, and we do not guarantee that all website content will always be complete, current, or error-free.

We reserve the right to modify, update, or remove website content at any time.

This website may contain links to third-party websites or services for convenience, including appointment scheduling or other external resources.

Legacy Wealth Associates does not control and is not responsible for the content, security, availability, or privacy practices of third-party websites.

Unless otherwise indicated, the content, branding, text, graphics, and other materials on this website are owned by or licensed to Legacy Wealth Associates and are protected by applicable intellectual property laws.

Website content may not be reproduced, distributed, modified, or used for commercial purposes without appropriate authorization.

You agree not to use this website in a manner that violates applicable law, interferes with the operation or security of the website, attempts to gain unauthorized access to systems or information, or infringes upon the rights of others.

To the extent permitted by applicable law, Legacy Wealth Associates will not be liable for losses or damages resulting from reliance on general information provided through this website or from the use or inability to use this website.

We may update these Terms of Use periodically. Changes will be reflected by updating the “Last Updated” date at the top of this page.

Questions regarding these Terms of Use may be directed to:

Legacy Wealth Associates
Email: [your business contact email]
Website: legacywealthassociates.com