Terms & Conditions

Vantage Financial Group, LLC

Contents

1. Acceptance of These Terms

2. Our Services

3. Educational Purposes Only

4. No Investment, Tax, or Legal Advice

5. No Guarantees or Promises of Results

6. Eligibility and Website Use

7. Workshop, Seminar, and Webinar Terms

8. Appointment Scheduling and Communications

9. SMS Messaging Terms

10. Email Communications

11. Testimonials and Feedback

12. Intellectual Property Rights

13. Third-Party Websites and Platforms

14. Limitation of Liability

15. Indemnification

16. Privacy and Data Use

17. Governing Law

18. Changes to These Terms

19. Contact Us

1. Acceptance of These Terms

By accessing this website, registering for a workshop, seminar, webinar, consultation, or otherwise engaging with Vantage Financial Group LLC (“Vantage,” “we,” “our,” or “us”), you agree to be bound by these Terms & Conditions and our Privacy Policy.

If you do not agree with these Terms, please do not use our website, attend our events, or engage with our services.

2. Our Services

Vantage Financial Group LLC is a retirement income planning practice focused on helping retirees and pre-retirees create reliable, tax-efficient strategies for retirement income, healthcare planning, and legacy protection.

Our services may include:

  • Retirement Income Strategy

  • Tax & Distribution Planning

  • Long-Term Care Planning

  • Legacy & Estate Planning

  • Social Security Timing Discussions

  • Retirement Distribution Discussions

  • General Retirement Planning Consultations

  • Complimentary Lifetime Income Roadmap Consultations

  • Educational Financial Consultations

  • Insurance-Related Consultations and Guidance

  • Educational Retirement Workshops and Seminars

  • Educational Webinars and Events

  • General Retirement Education and Financial Guidance

Investment advisory and financial planning services, when applicable, are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Insurance, consulting, and educational services are offered through Vantage Financial Group LLC, which is separate and unaffiliated from Simplicity Wealth, LLC.

3. Educational Purposes Only

All information provided through our website, workshops, seminars, webinars, emails, downloadable materials, and consultations is intended for educational and informational purposes only.

Nothing presented by Vantage Financial Group LLC should be interpreted as:

  • personalized investment advice,

  • tax advice,

  • legal advice,

  • accounting advice, or

  • a recommendation to purchase or sell any financial product or security.

You should consult with qualified professionals regarding your individual financial, tax, legal, and retirement planning situation before making financial decisions.

4. No Investment, Tax, or Legal Advice

Vantage Financial Group LLC does not provide legal or tax services. Any discussion regarding taxes, estate planning, or legal matters is general in nature and should not be relied upon as professional advice.

Investment advisory services are provided only through Simplicity Wealth, LLC under separate agreements and disclosures, including Form ADV and Form CRS where applicable.

5. No Guarantees or Promises of Results

Retirement planning involves risk, uncertainty, and factors beyond our control. We do not guarantee:

  • investment performance,

  • retirement outcomes,

  • tax savings,

  • income levels,

  • market performance, or

  • financial results of any kind.

Any examples, illustrations, hypothetical scenarios, or case studies presented are for educational purposes only and should not be considered guarantees of future performance or results. Past performance does not guarantee future outcomes.

6. Eligibility and Website Use

By using this website or registering for our services, you confirm that:

  • you are at least 18 years old,

  • the information you provide is accurate and truthful

  • you will not misuse our website or communications systems, and

  • you will comply with all applicable laws and regulations.

You agree not to:

  • attempt unauthorized access to our systems,

  • interfere with website functionality,

  • submit false or misleading information, or

  • use our content for unlawful or commercial purposes without permission.

7. Workshop, Seminar, and Webinar Terms

Vantage Financial Group LLC offers educational retirement planning events for informational purposes.

By registering for an event, you understand and agree that:

  • seating may be limited,

  • event dates, times, and locations may change,

  • we may cancel or reschedule events at our discretion,

  • educational materials are provided for general informational purposes only,

  • attendance does not create a client relationship, and

  • no purchase is required to attend our events.

We reserve the right to refuse attendance or remove participants whose behavior is disruptive, inappropriate, or abusive.

8. Feedback and Testimonials

When scheduling a consultation or requesting information, you consent to receive communications related to:

  • appointment confirmations,

  • scheduling reminders,

  • workshop registrations,

  • follow-up communications, and

  • requested educational information

Communications may be delivered through:

  • phone calls,

  • email,

  • SMS/text messaging, or

  • other communication methods you voluntarily provide.

Message and data rates may apply.

9. SMS Messaging Terms

By providing your mobile phone number and opting into SMS communications, you expressly consent to receive text messages from Vantage Financial Group LLC.

These messages may include:

  • appointment reminders,

  • registration confirmations,

  • follow-up scheduling messages,

  • educational event notifications, and

  • service-related communications.

Message Frequency

Message frequency varies based on your engagement and registrations.

Opt-Out Instructions

You may opt out at any time by replying:

  • STOP to unsubscribe

  • HELP for assistance

After opting out, you may receive one final confirmation message.

Mobile Information Protection

No mobile information, SMS consent data, or phone numbers will be sold or shared with third parties or affiliates for marketing purposes.

10. Email Communications

By submitting your contact information, you consent to receive emails related to:

  • event registrations,

  • educational content,

  • scheduling communications,

  • retirement planning resources, and

  • company updates.

You may unsubscribe from marketing emails at any time using the unsubscribe link included in our emails.

Transactional or service-related communications may continue as necessary.

11. Testimonials and Feedback

Testimonials, reviews, and feedback shared by clients or event attendees reflect individual experiences only and are not guarantees of future results.

Individual outcomes will vary based on:

  • financial circumstances,

  • retirement goals,

  • risk tolerance,

  • market conditions, and

  • personal decision-making.

We may use testimonials or feedback for educational and marketing purposes only with appropriate permission and disclosure consistent with applicable regulations.

12. Intellectual Property Rights

All website content, educational materials, graphics, branding, logos, text, videos, downloads, and presentations are the property of Vantage Financial Group LLC unless otherwise stated.

You may not:

  • produce,

  • distribute,

  • modify,

  • republish, or

  • commercially use

our content without prior written permission.

13. Third-Party Websites and Platforms

Our website and communications may contain links to third-party websites, software platforms, webinar providers, or social media services.

We are not responsible for:

  • third-party content,

  • platform availability,

  • external privacy practices, or

  • policies of third-party providers.

Your use of third-party platforms is subject to their individual terms and policies.

14. Limitation of Liability

To the fullest extent permitted by law, Vantage Financial Group LLC shall not be liable for any:

  • direct,

  • indirect,

  • incidental,

  • consequential,

  • special, or

  • punitive damages

arising from:

  • use of our website,

  • attendance at our events,

  • reliance on educational materials,

  • communication delays,

  • technical interruptions, or

  • financial decisions made by users.

Your use of our services and content is at your own risk.

15. Indemnification

You agree to defend, indemnify, and hold harmless Vantage Financial Group LLC, its owners, employees, affiliates, contractors, and representatives from any claims, liabilities, damages, losses, or expenses arising from:

  • your misuse of the website,

  • violation of these Terms,

  • unlawful conduct, or

  • infringement of third-party rights.

16. Privacy and Data Use

Your use of this website and our services is also governed by our Privacy Policy, which explains how we collect, use, protect, and store your information.

By using our services, you acknowledge and agree to our Privacy Policy.

18. Changes to These Terms

We may update these Terms & Conditions at any time to reflect:

  • legal requirements,

  • operational changes,

  • technology updates, or

  • service modifications.

Updated versions will be posted on this page with a revised effective date. Continued use of our website or services constitutes acceptance of the updated Terms.

19. Contact Us

Vantage Financial Group LLC

1818 Winter Grape Ln

Kingwood, TX 77345

📞 Phone: (844) 582-2731

📧 Email: [email protected]

🌐 Website: vantagefinancialgroup.nets constitutes acceptance of the updated Terms.