Terms of Use

Last updated: December 11, 2025

Welcome to the Legacy Wealth Builder (“Legacy Wealth Builder,” “we,” “us,” or “our”). These Terms of Use (“Terms”) govern your access to and participation in our mastermind community, website(s), digital portals, content, calls, events, coaching, and any associated services (collectively, the “Services”).
By accessing or using our Services, you agree to be bound by these Terms.

If you do not agree with these Terms, do not access or use our Services.


1. Eligibility

To participate in the Legacy Wealth Builder Mastermind Community, you must:

Be at least 18 years old

Have the legal capacity to enter into binding agreements

Agree to abide by all Terms, policies, and guidelines provided by Legacy Wealth Builder

We reserve the right to deny or revoke access to anyone at our discretion.


2. Educational Purpose Only

All content, training, discussions, strategies, examples, frameworks, or information delivered through the Services are provided for educational and informational purposes only.

Legacy Wealth Builder is not a licensed financial advisor, CPA, attorney, broker, or investment advisor.
Participation does not create any professional, fiduciary, or client–advisor relationship.

You must consult with licensed professionals before making investment, financial, business, or legal decisions.


3. Personal Responsibility

By using the Services, you acknowledge and agree that:

You are solely responsible for your decisions and actions

You will not rely exclusively on information from Legacy Wealth Builder to make financial or investment choices

Your results may vary and are not guaranteed

You assume all risk associated with your participation in the mastermind community

Legacy Wealth Builder is not liable for any outcomes, gains, or losses related to your personal or business decisions.


4. Membership Access and Payment Terms

Access to certain Services requires paid membership.

4.1 Payment & Billing

You agree to pay all fees associated with your membership plan. Payments are non-refundable unless otherwise stated in writing.

4.2 Cancellations & Renewals

Memberships may renew automatically depending on your plan. You are responsible for managing your subscription and ensuring timely cancellations.

4.3 Revocation of Access

We reserve the right to suspend or terminate access for:

Violations of these Terms

Disruptive or unethical behavior

Non-payment

Any conduct harmful to the community


5. Community Conduct Rules

To maintain a safe, supportive, and respectful environment, you agree:

Not to harass, abuse, threaten, or harm other members

Not to share, repost, or distribute private community content without explicit permission

Not to misrepresent yourself, your credentials, or your experience

Not to engage in illegal, fraudulent, or unethical behavior

To maintain confidentiality of private discussions, documents, and strategies shared within the Community

Violation of these rules may result in immediate removal without refund.


6. Intellectual Property

All content within the Services—including videos, templates, frameworks, tools, worksheets, branding, documents, trainings, and recorded calls—is the intellectual property of Legacy Wealth Builder or its licensors.

You may NOT:

Copy, reproduce, distribute, or share paid content outside the community

Sell, license, or market any Legacy Wealth Builder materials as your own

Record or redistribute coaching calls or sessions without permission

You may use materials solely for your personal education and development.


7. User-Generated Content

You may submit content (posts, comments, messages, videos, etc.) within the community.

By submitting content, you grant Legacy Wealth Builder a non-exclusive, royalty-free license to use, display, and share that content within the community.

You represent that:

Your content does not violate any laws

Your content does not infringe on others’ rights

You have the right to share anything you post

We may remove or moderate content at our discretion.


8. No Guarantees or Promises

Legacy Wealth Builder makes no guarantees regarding:

Financial results

Investment performance

Real estate outcomes

Business success

Income, equity growth, or tax savings

Any specific achievements or milestones

Your outcomes depend on numerous personal factors outside our control.


9. Limitation of Liability

To the fullest extent permitted by law, you agree that Legacy Wealth Builder is not liable for any:

Direct, indirect, incidental, special, or consequential damages

Loss of income, business, profits, or financial opportunities

Decisions made based on any content or guidance provided in the Services

You assume full responsibility for any actions you take based on the information presented.


10. Privacy

We respect your privacy and maintain reasonable safeguards to protect your information.
Please refer to our Privacy Policy (which I can also create for you) for details on how we collect, use, and store data.


11. Termination

We may terminate or restrict your access to the Services at any time, with or without cause.

Upon termination:

You must stop using the Services

You may no longer access community content

No refunds will be issued unless legally required


12. Changes to Terms

We may update or revise these Terms at any time. Continued use of the Services constitutes acceptance of the updated Terms.


13. Governing Law

These Terms are governed by the laws of the State of {{insert state, e.g., California}} without regard to conflict-of-law principles.

Any disputes must be resolved through binding arbitration or small claims court, unless otherwise required by law.


14. Contact Information

For questions about these Terms, please contact:

Legacy Wealth Builder
Email: [email protected]
Website: bmlegacywealthbuilder.com