Disclaimer for Paid Services

Legacy Vault Financial™ provides educational and strategic financial services. All paid consultations and planning services are offered for informational purposes only and do not constitute legal, tax, or investment advice. Individual results may vary.

Legacy Vault Financial™ and its representatives are not responsible for any decisions made based on the information provided during paid sessions. Clients are encouraged to consult with licensed professionals, such as certified financial planners, tax advisors, or attorneys, before making any financial decisions.

Payment for services confirms understanding and agreement with these terms. No guarantees of performance, savings, or results are expressed or implied.

Donation Disclaimer

All contributions made through this website to Legacy Vault Financial™ or its sponsored causes are voluntary and non-refundable. Donations may be used for community outreach, educational efforts, emergency support, or initiatives aligned with the mission of our company and the values of our faith.

Legacy Vault Financial™ is not a registered 501(c)(3) nonprofit organization. Donations are not tax-deductible. By donating, you acknowledge that you are giving without expectation of goods or services in return and that funds may be reallocated at the discretion of the company to fulfill its mission.

Appointment Disclaimer

Booking a consultation or strategy session through Legacy Vault Financial™ does not establish a client relationship. All discussions are exploratory and designed to assess your needs and provide general guidance. Any action taken based on our discussion is the responsibility of the participant.

If you are purchasing a session, you agree to the service terms, including any cancellation or refund policy. Legacy Vault Financial™ reserves the right to reschedule or decline bookings if necessary.

Refund Policy

All payments made to Legacy Vault Financial™ for consultations, coaching, strategy sessions, or educational services are final and non-refundable. Due to the nature of our services — which involve time, planning, and the delivery of intellectual value — we do not offer refunds once a session has been booked and confirmed.

By completing payment, clients acknowledge and agree to this policy. If you are unsure about the service prior to booking, we encourage you to contact us with any questions before scheduling.