Terms and Conditions

Effective Date: September 6, 2026

These Terms and Conditions govern your access to and use of SuccessIsASprint.com and the services offered by SUCCESS IS A SPRINT LLC (“Success Is A Sprint,” “we,” “us,” or “our”). By accessing this website, scheduling a consultation, purchasing a product or service, or otherwise using the website, you agree to these Terms and Conditions.

1. ABOUT SUCCESS IS A SPRINT

SUCCESS IS A SPRINT LLC provides financial education, planning support, consulting, business-owner strategies, and access to financial, insurance, investment, retirement, and related services where such services are lawfully offered through appropriately licensed or registered individuals or entities.

The availability and scope of particular services may vary based on licensing, registration, jurisdiction, product availability, affiliation, and the individual circumstances of the client.

2. NO CLIENT RELATIONSHIP FROM WEBSITE USE

Visiting this website, submitting a contact form, subscribing to communications, or scheduling an introductory consultation does not by itself create an investment advisory, brokerage, insurance, fiduciary, legal, tax, accounting, or other professional relationship.

Any formal professional relationship will arise only after all required agreements, disclosures, applications, suitability or appropriateness reviews, and other required documentation have been completed and accepted.

3. GENERAL INFORMATION ONLY

Information provided on this website is intended for general informational and educational purposes.

Nothing on this website should be interpreted as individualized investment advice, a recommendation to purchase or sell any security or financial product, legal advice, tax advice, accounting advice, or a guarantee of any financial result.

Visitors should obtain advice appropriate to their individual circumstances before making significant financial, investment, insurance, tax, legal, or business decisions.

4. FINANCIAL AND INVESTMENT RISK

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.

Financial strategies, securities, insurance products, annuities, retirement strategies, and other financial products may not be appropriate for every person.

Any discussion of investment or financial strategies is subject to the client’s objectives, financial circumstances, risk tolerance, time horizon, liquidity needs, legal requirements, product availability, and other relevant considerations.

5. NO GUARANTEE OF RESULTS

SUCCESS IS A SPRINT LLC does not guarantee investment performance, financial returns, business results, tax outcomes, retirement outcomes, insurance outcomes, or any particular level of financial success.

Any examples, illustrations, projections, scenarios, or hypothetical outcomes are for informational purposes only and should not be interpreted as promises or guarantees.

6. CONSULTATIONS

Consultations may be used to discuss a prospective client’s goals, priorities, financial concerns, business objectives, or potential service needs.

An introductory consultation may be limited in scope and should not be relied upon as a comprehensive financial plan or individualized recommendation unless otherwise expressly agreed in writing.

Clients are responsible for providing complete and accurate information relevant to the services requested.

7. CLIENT RESPONSIBILITIES

Clients agree to provide accurate, complete, and current information when requesting services.

SUCCESS IS A SPRINT LLC may rely on information supplied by the client without independently verifying every fact.

Clients remain responsible for reviewing recommendations, documents, applications, account information, beneficiary designations, financial information, and other materials before taking action.

8. SERVICES AND ENGAGEMENTS

The specific scope of any paid service may be described in a proposal, engagement agreement, application, disclosure document, invoice, service description, or other written communication.

If the terms of a separately executed agreement conflict with these website Terms and Conditions, the separately executed agreement will control with respect to that service.

We reserve the right to decline or discontinue services when permitted by law.

9. FEES AND PAYMENT

Fees, costs, payment schedules, and other charges will be disclosed before or in connection with the applicable service.

Unless otherwise stated in writing, clients are responsible for paying amounts when due.

Third-party fees, product charges, transaction costs, insurance premiums, investment expenses, platform fees, or other costs may apply separately and will be governed by the applicable provider’s disclosures and agreements.

10. CANCELLATIONS AND RESCHEDULING

Consultations and appointments may be subject to cancellation, rescheduling, or minimum-notice requirements displayed through our scheduling system or otherwise communicated to the client.

We reserve the right to reschedule appointments because of emergencies, availability changes, technical issues, or other reasonable circumstances.

11. CONFIDENTIALITY

We take reasonable measures to protect confidential information provided in connection with our services.

Confidential information may be disclosed when necessary to provide requested services, to service providers or affiliated professionals who are authorized to receive it, when the client authorizes disclosure, or when required by law, regulation, court order, subpoena, governmental request, or regulatory requirement.

Additional information regarding personal information is addressed in our Privacy Policy.

12. ELECTRONIC COMMUNICATIONS

By providing an email address, telephone number, or other electronic contact information, you consent to receiving communications relating to inquiries, appointments, services, transactions, and account or relationship matters.

Electronic communications may involve risks outside our control. Users should not send Social Security numbers, account passwords, complete financial account numbers, or other highly sensitive information through ordinary email, text message, or public website forms unless specifically instructed to use a secure method.

13. INTELLECTUAL PROPERTY

Unless otherwise stated, the website, Success Is A Sprint name, branding, logos, graphics, written materials, educational content, documents, methodologies, and other original content are owned by or licensed to SUCCESS IS A SPRINT LLC.

No content may be reproduced, modified, distributed, published, sold, or commercially exploited without prior written permission, except as permitted by applicable law.

14. THIRD-PARTY PROFESSIONALS AND PROVIDERS

Success Is A Sprint may work with or refer clients to attorneys, accountants, insurance professionals, investment professionals, financial institutions, technology providers, custodians, product providers, or other third parties.

Unless expressly stated otherwise, third parties are independent from SUCCESS IS A SPRINT LLC, and we are not responsible for their independent acts, omissions, advice, products, websites, services, or business practices.

15. WEBSITE AVAILABILITY

We attempt to maintain accurate and useful website content but do not guarantee that the website will always be available, uninterrupted, secure, error-free, or current.

We may modify, suspend, replace, or discontinue website content, features, products, or services at any time subject to applicable law and contractual obligations.

16. LIMITATION OF LIABILITY

To the fullest extent permitted by applicable law, SUCCESS IS A SPRINT LLC and its owners, officers, employees, representatives, contractors, and affiliates will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising solely from use of or inability to use this website.

Nothing in these Terms is intended to exclude or limit liability that cannot lawfully be excluded or limited.

CONTINUE TO TERMS & CONDITIONS — PART 2 →Continue to Terms & Conditions – Part 2