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    Resilience Wealth Group

    Terms & Conditions

    The terms governing your use of the Resilience Wealth Group website and communications.

    Legal

    Last updated: September 16, 2026

    These Terms & Conditions govern your access to and use of the website operated by Resilience Wealth Group ("we," "us," or "our"). By accessing this website, you agree to these terms. If you do not agree, please discontinue use.

    1. Use of the Website

    This website is provided for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, or a recommendation to buy, sell, or hold any security or to adopt any particular investment strategy. Content reflects general information that may not apply to your individual circumstances. Use of calculators, assessments, and interactive tools is for educational purposes only and should not be the sole basis for any financial decision.

    No investment advisory, brokerage, or other professional relationship is created between you and Resilience Wealth Group, or any of its representatives solely by your access to, or use of, this website or its tools. Such a relationship is established only through a signed agreement and the completion of our onboarding process. Any communication through this website, including contact forms, chat, or email, does not constitute individualized investment advice or a recommendation unless a formal advisory relationship exists.

    2. Securities & Advisory Disclosures

    The registered individuals of Resilience Wealth Group offer securities and advisory services through LPL Financial, a registered investment advisor. Member FINRA / SIPC. The LPL Financial representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

    3. SMS / Messaging Terms

    Resilience Wealth Group is the sender of any text (SMS) messages you may receive from us. The following terms apply to SMS communications:

    • Types of messages. Depending on the consent you provide, you may receive marketing messages (such as insights, market updates, and event invitations) and/or transactional messages (such as appointment confirmations, reminders, and follow-ups you have requested).
    • Message frequency. Message frequency varies depending on the type of communication and your interactions with us.
    • Message & data rates. Standard message and data rates may apply based on your mobile carrier plan.
    • Opt out. You may opt out of SMS messages at any time by replying STOP to any message. After opting out, you may receive a final confirmation message.
    • Help. Reply HELP to any message for assistance, or contact us using the information below.
    • Carrier liability. Carriers are not liable for delayed or undelivered messages.
    • Voluntary participation. Participation in SMS messaging is voluntary. Consent to SMS is not a condition of purchasing services, scheduling a consultation, submitting a contact form, or otherwise doing business with us.

    For details on how your mobile information and SMS consent are protected, see our Privacy Policy.

    4. Third-Party Links & Tools

    This website may contain links to third-party websites, scheduling tools, calculators, and client portals. We are not responsible for the content, privacy practices, or accessibility of third-party sites. Access to external AccountView and advisor resources is subject to the terms of those providers.

    5. Tax, Legal & Estate-Planning Information

    Any references to tax planning, tax strategies, Roth conversions, estate planning, trusts, insurance, Medicare, Social Security, or retirement distributions are provided for general educational purposes only and are not intended as legal or tax-preparation advice. Resilience Wealth Group does not practice law or prepare tax returns. Tax and estate-planning strategies should be implemented only in consultation with qualified legal and tax professionals. Tax laws are complex and subject to change; outcomes depend on your individual facts and circumstances.

    6. Intellectual Property

    All content on this website, including text, graphics, logos, and the Resilience Wealth Compass™, is the property of Resilience Wealth Group and is protected by applicable intellectual-property laws. The CFP® certification mark is owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. LPL Financial, FINRA, and SIPC marks are the property of their respective owners. You may not reproduce, distribute, or otherwise use website content without our prior written permission.

    7. Limitation of Liability

    To the fullest extent permitted by law, Resilience Wealth Group and its affiliates disclaim liability for any damages arising from your use of, or reliance on, this website or its content, including calculators and assessment tools. This website and its tools are provided "as is" without warranty of any kind. Nothing herein limits any rights you may have under applicable law that cannot be excluded.

    8. Electronic Communications & Governing Law

    By using this website and submitting forms, you consent to receive communications from us electronically, including by email and, where you have opted in, by text message. These Terms are governed by the laws of the State of California, without regard to its conflict-of- law principles, except to the extent preempted by applicable federal securities laws.

    9. Changes to These Terms

    We may update these Terms & Conditions from time to time. Updated terms will be posted on this page with a revised date. Continued use of the website after changes constitutes acceptance of the updated terms.

    10. Contact