Terms of Use

These Terms of Use ("Terms") govern your access to and use of the website located at legacyinvestmentsolutions.com (the "Site"), operated by Legacy Investment Solutions, Inc. ("Legacy Investment Solutions," "we," "us," or "our"). By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

1. Use of This Website

The Site is provided for general informational purposes about Legacy Investment Solutions' fractional CFO, controller, accounting, payroll, and tax advisory services. You agree to use the Site only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit anyone else's use of the Site. You may not use the Site to transmit harmful code, attempt unauthorized access to our systems, or scrape or harvest content without our prior written permission.

2. No Professional Relationship Formed by Browsing

Your use of this Site, including submitting a contact form, requesting a consultation, or scheduling a discovery call, does not create a client relationship, an engagement, or any professional or fiduciary duty between you and Legacy Investment Solutions. A professional relationship is formed only upon execution of a written engagement letter or services agreement signed by both parties. Nothing on this Site should be construed as accounting, tax, financial, investment, or legal advice tailored to your specific circumstances. You should not act or refrain from acting based on any content on the Site without seeking advice specific to your situation from a qualified professional.

3. Intellectual Property

All content on the Site — including text, graphics, logos, images, page layout, and the selection and arrangement thereof — is the property of Legacy Investment Solutions, Inc. or its licensors and is protected by U.S. and international copyright, trademark, and other intellectual property laws. You may view and print pages from the Site for your own personal, non-commercial reference. You may not reproduce, distribute, modify, publicly display, republish, or create derivative works from any content on the Site without our prior written consent.

4. Third-Party Links and Services

The Site may contain links to, or integrate with, third-party websites and services, including Calendly for scheduling and Formspree for contact form processing. These third-party services are governed by their own terms and privacy policies, which we encourage you to review. We do not control and are not responsible for the content, accuracy, or practices of any third-party site or service.

5. Disclaimer of Warranties

THE SITE AND ITS CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS, OR THAT ANY INFORMATION ON THE SITE IS ACCURATE, COMPLETE, OR CURRENT.

6. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, LEGACY INVESTMENT SOLUTIONS, INC. AND ITS OWNERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR ACCESS TO OR USE OF (OR INABILITY TO ACCESS OR USE) THE SITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NO EVENT SHALL OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM YOUR USE OF THE SITE EXCEED ONE HUNDRED DOLLARS ($100).

7. Indemnification

You agree to indemnify, defend, and hold harmless Legacy Investment Solutions, Inc. and its owners, employees, and agents from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or in any way connected with your access to or use of the Site or your violation of these Terms.

8. Governing Law

These Terms and any dispute arising out of or related to the Site or these Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict-of-laws principles. You agree that any legal action or proceeding arising under these Terms shall be brought exclusively in the state or federal courts located in Tarrant County, Texas, and you consent to the personal jurisdiction of such courts.

9. Changes to These Terms

We may revise these Terms at any time by updating this page. The "Last Updated" date above reflects the date of the most recent revision. Your continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.

10. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

11. Contact Information

Questions about these Terms of Use may be directed to:

Legacy Investment Solutions, Inc.
Fort Worth, Texas
Email: info@legacyinvestmentsolutions.com
Or use our contact form.