Effective Date: 05/17/2025

Last Updated: 05/17/2025

📜 LegacyOne Disclaimer

1. General Disclaimer

The information provided by LegacyOne is intended for educational and strategic guidance purposes only. It is not a substitute for professional financial, legal, or investment advice.


2. No Professional Advice

While we aim to provide valuable insights, LegacyOne is not a licensed financial advisor, CPA, or attorney.
No content on this site or in our communications should be interpreted as:

  • Investment advice

  • Tax advice

  • Legal counsel

  • Financial planning regulated by fiduciary standards

Always consult with a certified or licensed professional for decisions requiring such services.


3. Client Responsibility

Any actions taken based on information from LegacyOne’s website, programs, or coaches are done at your own discretion. We encourage clients to:

  • Do their own research

  • Verify information independently

  • Make decisions aligned with their own goals, risks, and values


4. Technology and AI Tools

If you use our tools, such as RealifAI, please note:

  • These are assistive, non-advisory tools designed to help with clarity and organization

  • They do not replace human judgment, licensed professionals, or regulated financial planning platforms


5. Earnings & Results Disclaimer

Results from financial coaching or education vary by individual.
We do not guarantee any specific financial outcome, and past results do not guarantee future results.


6. External Links & Platforms

Links to third-party platforms (e.g., Donorbox, Stripe, Calendly, etc.) are provided for convenience. LegacyOne is not responsible for their content, accuracy, or practices.


7. Contact for Clarification

If you have questions about this disclaimer or what it covers, email:
📧 [disclaimer@legacyonefinance.com]