Legal Disclaimer

LEGACY MANAGEMENT LLC

Legal Disclaimer

Effective Date:

[Insert Date]

Welcome to Legacy Management LLC (“we,” “our,” or “us”). By accessing or using our website, services, or communications, you acknowledge and agree to the following legal disclaimer. Please read carefully.

General Disclaimer

Legacy Management LLC provides

consulting and liaison services

to assist clients during the preapproval process for

commercial real estate financing

by connecting them with reputable third-party lenders.

We are:

Not a lender

– we do not offer loans or financing directly.

Not a broker

– we do not engage in activities requiring a licensed mortgage or real estate broker.

Not a financial advisor, attorney, or tax professional

– we do not provide legal, tax, accounting, or investment advice.

All lending decisions, loan approvals, and funding are solely at the discretion of the independent lenders with whom you engage. We do not guarantee loan approvals, terms, rates, or funding outcomes.

No Guarantees or Promises of Results

While we strive to provide valuable guidance and resources, we make

no guarantees, representations, or warranties—express or implied—regarding the results or outcomes of any financing applications, transactions, or business activities.

Results will vary depending on lender requirements, market conditions, and individual qualifications.

You acknowledge that any decisions you make based on our services or information are made at your own discretion and risk.

No Legal, Tax, or Investment Advice

Nothing provided by Legacy Management LLC—whether through our website, marketing materials, consultations, or communications—constitutes legal, tax, accounting, financial, or investment advice. We do not provide advice regarding stocks, bonds, mutual funds, securities, or any investment product regulated by federal or state agencies.

You are strongly encouraged to consult with your own qualified legal counsel, tax advisor, or licensed financial professional regarding your specific situation.

Licensing Disclosure

Legacy Management LLC does

not operate as a licensed real estate broker, mortgage broker, or mortgage lender.

We do not negotiate, arrange, or originate loans or real estate transactions requiring professional licensing under state or federal law. Our role is limited to providing consulting services and serving as a liaison between clients and third-party lenders.

Limitation of Liability

By using our services, you agree that Legacy Management LLC, its officers, employees, agents, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of our services or reliance on any information provided.

Incorporation of Terms & Privacy Policy

Your use of our services is also governed by our [Terms and Conditions] and [Privacy Policy], which are incorporated by reference into this disclaimer. Please review these documents carefully.