⚠ THIS DISCLAIMER CONTAINS IMPORTANT LEGAL INFORMATION. REVIEW CAREFULLY.
1. Not Investment Advice
All financial reports, projections, analyses, and communications prepared or provided by Legacy Managing Partners and Advisors LLC (“LMP”) are for informational and educational purposes only. Nothing contained in any LMP report, website content, presentation, or communication constitutes investment advice, a solicitation to buy or sell any security, or a recommendation to pursue any particular investment strategy.
2. Not a Registered Investment Adviser
Legacy Managing Partners and Advisors LLC is not a registered investment adviser, broker-dealer, or licensed securities professional under the Investment Advisers Act of 1940 or any state securities law. LMP does not manage investment portfolios, execute trades, or hold client assets unless a separate and specific written agreement explicitly authorizes such activities. Any reference to investment-related matters in our reports is for informational purposes only.
3. No CPA or Legal Advice
Nothing in any LMP communication, report, or service constitutes tax advice, accounting advice, or legal advice. You should consult with a licensed Certified Public Accountant (CPA), tax attorney, or legal counsel for matters relating to your specific tax obligations, legal requirements, or estate planning needs. LMP may coordinate with your existing advisors but does not replace them.
4. Forward-Looking Projections
Any financial projections, income estimates, budget forecasts, or cash flow models provided by LMP are based on assumptions, historical data, and information you have provided to us. These projections:
• Are not guarantees of future financial results
• May differ materially from actual outcomes
• Are subject to risks including changes in income, tax law, market conditions, and personal circumstances
• Should not be relied upon as the sole basis for any financial decision
5. Accuracy of Information
The accuracy and completeness of our financial analyses depend entirely on the accuracy and completeness of the information you provide. LMP is not responsible for errors, omissions, or inaccuracies resulting from incomplete or incorrect information supplied by the client or third parties.
6. No Guarantee of Outcomes
Financial planning and advisory services do not guarantee any specific outcome, financial return, or financial condition. Past financial performance is not indicative of future results. All financial plans and projections are subject to change based on evolving personal, economic, and legal circumstances.
7. Third-Party Information
LMP may reference publicly available financial data, industry benchmarks, or third-party research. We do not independently verify the accuracy of such third-party information and make no representations regarding its reliability, completeness, or fitness for any particular purpose.
8. Regulatory Compliance
You are responsible for ensuring that any financial decisions you make comply with all applicable laws and regulations, including obligations arising from your professional sports contracts, collective bargaining agreements, league rules, and applicable federal and state law. LMP strongly recommends that all clients engage licensed legal and compliance professionals.
9. Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, LEGACY MANAGING PARTNERS AND ADVISORS LLC EXPRESSLY DISCLAIMS ALL LIABILITY FOR ANY FINANCIAL LOSS, DAMAGES, OR ADVERSE OUTCOMES ARISING FROM RELIANCE ON ANY INFORMATION, REPORT, ANALYSIS, OR PROJECTION PROVIDED BY LMP. YOUR RELIANCE ON ANY SUCH INFORMATION IS AT YOUR OWN RISK.
10. Seek Professional Advice
Before making any significant financial decision, we strongly encourage you to consult with qualified, licensed professionals including:
• A Certified Financial Planner (CFP) or Registered Investment Adviser (RIA) for investment decisions
• A licensed CPA for tax planning and compliance
• A licensed attorney for legal, contractual, and estate planning matters
• Your sports agent or union representative for contract-specific financial matters
11. Questions
If you have questions about the scope or nature of our services, please contact us before relying on any information we provide:
Legacy Managing Partners and Advisors LLC
9145 Narcoossee Rd #206, Orlando, FL 32827
Email: Info@legacympgroup.com