By accessing or using the LegacySafe website and services, operated by Conti & Company, you agree to be bound by these Terms & Conditions. If you do not agree, please do not use our services.
Conti & Company, operating as LegacySafe, provides retirement planning education tools, calculators, and connections to licensed advisors. Information provided through our tools is for educational purposes only and does not constitute financial, tax, or legal advice.
By providing your mobile number to Conti & Company, which operates LegacySafe, you consent to receive SMS messages from us and your assigned licensed advisor regarding retirement planning, appointments, document requests, and account updates.
Consent to receive SMS is not a condition of purchasing any goods or services.
Message frequency varies based on your engagement with your advisor.
Carriers are not liable for delayed or undelivered messages.
Message and data rates may apply.
Reply HELP for help. Reply STOP to unsubscribe at any time.
Available on most major US carriers including AT&T, Verizon, T-Mobile, and others.
SMS is sent through Vantage CRM, operated on our behalf by Conti & Company.
For details on how we handle mobile numbers and SMS data, see our Privacy Policy.
Calculators, projections, and content on this site are for educational purposes only and do not constitute personalized financial, investment, tax, or legal advice. Always consult a licensed professional before making decisions about your retirement plan.
To the maximum extent permitted by law, LegacySafe shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of your use of our services.
We may update these Terms from time to time. Continued use of our services after changes are posted constitutes acceptance of the updated Terms.
Questions about these Terms? Email info@legacysafe.org.