Professional Disclaimer
The information provided on this website is for general informational purposes only. All content, including blog posts, resources, tools, and downloadable materials, is not intended as legal, financial, or tax advice. You should consult with a qualified professional to address your specific business or financial situation.

No Client Relationship Disclaimer
Viewing this website or contacting us through it does not establish a client relationship. A formal engagement agreement must be signed before any bookkeeping or financial services are rendered. We reserve the right to accept or decline clients at our discretion.

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Communication Disclaimer

By providing your contact information, you agree to receive communications from Sovereign Legacy Financial Group via OpenPhone, including SMS text messages related to services, updates, and reminders. Message frequency may vary. Message and data rates may apply. You may opt out of SMS communications at any time by replying “STOP.”

Accuracy Disclaimer
We make every effort to ensure the accuracy and reliability of the information on this website. However, we do not guarantee or warrant the completeness, reliability, or timeliness of any information. All content is provided “as is” without warranty of any kind.

Limitation of Liability
Under no circumstances shall we be held liable for any loss, damage, or expense—including, without limitation, indirect or consequential loss or damage—arising out of or in connection with the use of this website or reliance on any information provided herein.

Privacy Policy
We respect your privacy. Any personal information you provide through contact forms, subscriptions, or downloads is collected for the sole purpose of responding to inquiries, providing services, and improving your experience. We do not sell or share your information with third parties except as necessary to operate our business (e.g., using secure third-party platforms for email or analytics).
By using this website, you agree to the collection and use of information in accordance with this policy.

Terms and Conditions of Use
By accessing this website, you agree to use it for lawful purposes only and in a way that does not infringe on the rights of, restrict, or inhibit anyone else’s use. All content is the intellectual property of Sovereign Legacy Financial Group and may not be copied, reproduced, or distributed without permission. We reserve the right to update these terms at any time.

Payment Terms
Payments for services are securely processed through Stripe. By submitting your payment, you agree to Stripe’s terms and policies. All payments are due as outlined in your service agreement or invoice. Late payments may result in a pause or termination of services.

Scheduling and Cancellations
We use Calendly to manage bookings. You are responsible for selecting a date and time that works for you. Rescheduling or cancellations must be made at least 24 hours in advance. No-shows or repeated last-minute cancellations may result in additional fees or service termination.

Testimonial Disclaimer
Testimonials on this site are from actual clients who have worked with us. These statements represent their opinions and experiences and are not intended to guarantee that anyone will achieve the same or similar results.

External Links Disclaimer
This website may contain links to external websites for your convenience or additional information. We are not responsible for the content, accuracy, or reliability of any external site or for any loss or damage that may arise from your use of them.

Privacy Policy
We are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information.
1. Information We Collect
We may collect personal information you provide directly through our website, such as:
•    Name, email address, and phone number (via contact forms or scheduling tools)
•    Payment information (processed through Stripe)
•    Business-related information necessary for onboarding and service delivery
We also use cookies and analytics tools to understand how visitors interact with our website.
2. How We Use Your Information
We use your information to:
•    Respond to inquiries
•    Schedule consultations or services through Calendly
•    Process payments securely via Stripe
•    Improve our website and services
•    Send relevant communication, such as service updates, billing notifications, or newsletter content (if subscribed)
3. Third-Party Services
We use trusted third-party services, including:
•    Calendly: For scheduling consultations. Any data you submit when booking an appointment is subject to Calendly’s Privacy Policy.
•    Stripe: For secure online payment processing. We do not store your payment information directly. Payments are processed securely in accordance with Stripe’s Privacy Policy.
4. Data Protection
We take appropriate measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction.
5. Your Consent
By using our website, scheduling an appointment, or submitting payment, you consent to the collection and use of your information as described in this policy.