Legacy Shift Advisors Website Terms of Service

Effective Date: September 2, 2026
Last Updated: September 2, 2026

These Terms of Service (the “Terms”) govern your access to and use of the Legacy Shift Advisors website, including its pages, forms, downloads, educational materials, and other website-based features (collectively, the “Website”). The Website is operated by [INSERT FULL LEGAL ENTITY NAME], doing business as Legacy Shift Advisors (“LSA,” “we,” “us,” or “our”).

By accessing or using the Website, you agree to these Terms and acknowledge our Privacy Policy. If you do not agree, do not use the Website.

1. Purpose of the Website

LSA provides financial education and strategic advisory resources designed to help athletes, families, trusted advisors, athletic departments, universities, and other organizations improve financial awareness, decision-making, communication, and accountability.

The Website may provide information about LSA’s programs, workshops, speaking engagements, advisory services, educational frameworks, downloadable resources, and opportunities to contact or work with LSA.

2. Educational Information; No Individualized Professional Advice

The Website and its content are provided for general educational and informational purposes only. Nothing on the Website constitutes or should be relied upon as individualized:

  • investment, securities, or financial-planning advice;
  • legal advice;
  • tax advice;
  • accounting or audit advice;
  • insurance advice;
  • credit counseling; or
  • a recommendation to purchase, sell, or hold any investment, financial product, or service.

LSA is not acting through the Website as your attorney, certified public accountant, tax preparer, investment adviser, broker-dealer, fiduciary, insurance agent, or other licensed professional. Accessing the Website, downloading a resource, joining an email list, or submitting an inquiry does not create a professional, advisory, fiduciary, or client relationship with LSA.

You should consult appropriately licensed professionals before making decisions involving investments, taxes, legal rights, accounting treatment, insurance, contracts, or other matters requiring individualized professional advice.

3. No Guarantee of Results

Financial outcomes depend on many circumstances outside LSA’s control. LSA does not promise or guarantee any particular financial, educational, business, career, fundraising, investment, or other result. Examples, case studies, testimonials, and descriptions of potential outcomes are illustrative only and are not promises that you will achieve the same or similar results.

You remain responsible for your decisions, actions, financial accounts, professional relationships, and use of information obtained through the Website.

4. Separate Agreements for Services

These Terms govern use of the Website. Workshops, speaking engagements, consulting projects, strategic advisory services, organizational engagements, paid programs, and other professional services may require a separate written proposal, engagement letter, services agreement, or contract.

If a separate written agreement conflicts with these Terms regarding paid or contracted services, the separate written agreement will control for those services.

Submitting an inquiry or scheduling a consultation does not require LSA to accept an engagement. LSA may decline a request for services at its discretion, subject to applicable law.

5. Eligibility and Use by Minors

You must be at least 18 years old and legally able to enter into a binding agreement to use the Website independently. A person under 18 may use the Website only with the involvement and permission of a parent or legal guardian.

The Website is not directed to children under 13, and LSA does not knowingly request or collect personal information online from children under 13. A parent or guardian who believes a child under 13 has provided personal information through the Website should contact us so we can review and, when appropriate, delete it.

6. Acceptable Use

You agree to use the Website only for lawful purposes. You may not:

  • violate any applicable law or regulation;
  • interfere with the Website’s operation, availability, or security;
  • attempt to gain unauthorized access to the Website, its systems, or another user’s information;
  • introduce malware, malicious code, or other harmful material;
  • scrape, harvest, extract, or collect Website content or data through automated means without our written permission;
  • impersonate another person or misrepresent your identity or affiliation;
  • submit false, misleading, unlawful, infringing, or harmful information;
  • use Website content to create, train, or improve an artificial-intelligence system or competing product without our written permission; or
  • use the Website or its content in a manner that infringes or misappropriates another person’s rights.

We may restrict or terminate access to the Website if we reasonably believe these Terms have been violated.

7. Intellectual Property

Unless otherwise stated, the Website and its content—including text, graphics, designs, photographs, videos, downloads, frameworks, course materials, worksheets, presentations, logos, service names, and other materials—are owned by or licensed to LSA and are protected by intellectual-property laws.

Legacy Shift Advisors, “Train for Wealth, Play for Life,” and The Athlete Financial Oversight System™, together with associated names, logos, designs, and branding, are trademarks or proprietary identifiers of LSA. Nothing in these Terms grants you ownership of or a license to use LSA’s trademarks except with prior written permission.

LSA grants you a limited, revocable, nonexclusive, nontransferable license to access the Website and use materials expressly made available for personal, internal, noncommercial educational use. You may not reproduce, modify, distribute, sell, sublicense, publicly display, publish, teach from, create derivative works from, or commercially exploit Website content without LSA’s prior written permission.

Any separate license included with a purchased or downloaded resource will control the permitted use of that resource.

8. Information You Submit

When you submit information through the Website, you represent that the information is accurate, that you have the right to provide it, and that doing so does not violate another person’s rights or any law.

Do not submit Social Security numbers, bank or investment account credentials, passwords, complete payment-card information, detailed medical information, or other highly sensitive information through a general contact, consultation, or download form.

You grant LSA a limited right to use information you submit as reasonably necessary to respond to you, provide requested materials, administer the Website, evaluate a potential engagement, protect our legal rights, and perform other activities described in our Privacy Policy.

Website forms may be operated through WPForms and connected to third-party services, including Google services, for purposes such as form security, spam prevention, email delivery, document storage, recordkeeping, workflow automation, or response management. Information you submit through a form may therefore be processed or stored by those service providers on LSA’s behalf. The specific categories of information collected, the purposes for which they are used, and the applicable service providers should be described in LSA’s Privacy Policy.

9. Communications and Electronic Records

If you provide contact information, you authorize LSA to respond to your request and send service-related communications. If you separately consent to marketing communications, LSA may send news, educational resources, event information, or promotional messages. You may unsubscribe from marketing emails using the link provided in those messages, although you may still receive transactional or service-related communications.

You consent to receive communications and records electronically where permitted by law.

10. Purchases and Paid Digital Offerings

If the Website offers paid programs, courses, downloads, event registrations, or other products, the price, payment terms, access period, cancellation terms, and refund policy displayed at checkout or in a separate agreement will apply to that purchase.

Unless otherwise stated at the point of purchase, fees are quoted in U.S. dollars. You agree to provide current and accurate billing information and authorize the applicable charges. LSA may correct pricing errors and cancel or refuse an order affected by an error, subject to applicable law.

You may not share login credentials, paid downloads, course access, or licensed materials with unauthorized persons.

11. Third-Party Services and Links

The Website may link to or use services operated by third parties, including WPForms and Google services, as well as scheduling, payment, email, video, social-media, analytics, form-security, spam-prevention, cloud-storage, workflow-automation, or document-delivery providers. These providers may process information you submit or technical information generated when you use the Website. LSA does not control and is not responsible for a third party’s content, availability, security, privacy practices, or terms. Your direct use of a third-party service may also be governed by that provider’s terms and policies.

A link or reference to a third party does not necessarily constitute an endorsement, partnership, or sponsorship.

12. Website Availability and Changes

We may update, suspend, restrict, or discontinue any part of the Website at any time. We do not guarantee that the Website will always be available, uninterrupted, secure, accurate, complete, or free from errors or harmful components.

We may correct errors and update content without notice. Website content may become outdated, and LSA is not obligated to update every item after publication.

13. Disclaimer of Warranties

TO THE FULLEST EXTENT PERMITTED BY LAW, THE WEBSITE AND ALL WEBSITE CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. LSA DISCLAIMS ALL IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AND QUIET ENJOYMENT.

Some jurisdictions do not allow certain warranty exclusions, so portions of this section may not apply to you.

14. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, LSA AND ITS OWNERS, OFFICERS, EMPLOYEES, CONTRACTORS, AFFILIATES, AND AGENTS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES; LOST PROFITS, REVENUE, DATA, OPPORTUNITIES, OR GOODWILL; OR FINANCIAL OR INVESTMENT LOSSES ARISING FROM OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE WEBSITE OR ITS CONTENT.

TO THE FULLEST EXTENT PERMITTED BY LAW, LSA’S TOTAL LIABILITY FOR CLAIMS ARISING FROM OR RELATED TO THE WEBSITE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID LSA SPECIFICALLY FOR THE WEBSITE-BASED PRODUCT OR SERVICE GIVING RISE TO THE CLAIM DURING THE SIX MONTHS BEFORE THE EVENT CREATING LIABILITY OR (B) $100.

These limitations apply regardless of the legal theory asserted and even if LSA was advised that damages were possible. They do not apply to liability that cannot lawfully be excluded or limited.

15. Indemnification

To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless LSA and its owners, officers, employees, contractors, affiliates, and agents from claims, liabilities, damages, judgments, losses, and reasonable costs arising out of or related to your unlawful use of the Website, your violation of these Terms, information or material you submit, or your infringement of another person’s rights.

16. Governing Law and Venue

These Terms are governed by the laws of the State of North Carolina, without regard to conflict-of-law principles. Any legal action arising from or relating to these Terms or the Website must be brought in a state or federal court with jurisdiction in Mecklenburg County, North Carolina, and each party consents to the personal jurisdiction and venue of those courts.

Before filing a legal action, you and LSA agree to make a good-faith effort to resolve the dispute informally by providing written notice describing the issue and requested resolution. This informal-resolution requirement does not prevent either party from seeking urgent injunctive or equitable relief when appropriate.

17. Changes to These Terms

We may revise these Terms periodically. The revised version will be posted on the Website with an updated “Last Updated” date. Changes take effect when posted unless a later date is stated. Your continued use of the Website after revised Terms take effect constitutes acceptance of the revised Terms.

18. General Terms

If any provision of these Terms is held unenforceable, it will be modified to the minimum extent necessary or severed, and the remaining provisions will remain in effect. Our failure to enforce a provision is not a waiver. You may not assign your rights or obligations under these Terms without LSA’s written consent. LSA may assign these Terms in connection with a reorganization, merger, sale, or transfer of its business or assets.

These Terms, together with the Privacy Policy and any terms expressly incorporated by reference, constitute the entire agreement concerning your use of the Website. Headings are for convenience only.

19. Contact Us

Questions about these Terms may be directed to:

Legacy Shift Advisors
Attn: Website Term

contact: info@legacyshiftadvisors.com
website: https://legacyshiftadvisors.com/