TPC Legacy Group
Terms & Conditions, Legal Disclosures & Data Sharing Policy

Effective Date: Current Version

Welcome to TPC Legacy Group. By accessing this website, submitting information, requesting a consultation, purchasing services, or otherwise engaging with TPC Legacy Group, you acknowledge and agree to the following terms, conditions, disclosures, and policies.

Consultation & Advisory Services

TPC Legacy Group provides private-client advisory, consulting, educational, administrative support, strategic planning, business consulting, funding readiness guidance, financial positioning support, and referral-based services.

All services are intended for informational and educational purposes only and should not be construed as legal, tax, investment, insurance, financial planning, credit repair, lending, or other regulated professional advice.

Services may include:

• Private Client Advisory Services
• Strategic Planning Sessions
• Funding Readiness Guidance
• Business Consulting & Growth Support
• Financial Positioning Support
• Executive Advisory Services
• Educational Coaching & Guidance
• Referral Coordination Services

No Guarantees

TPC Legacy Group does not guarantee:

• Funding approvals
• Loan approvals
• Credit score improvements
• Business outcomes
• Financial outcomes
• Insurance approvals
• Real estate transactions
• Partner acceptance decisions
• Specific results of any kind

All decisions made by lenders, financial institutions, insurance carriers, service providers, government agencies, clients, or third parties remain solely their responsibility.

Client Responsibility

Clients agree to:

• Provide accurate and complete information
• Participate in scheduled consultations
• Independently evaluate recommendations
• Conduct their own due diligence
• Make final decisions regarding financial, business, legal, insurance, credit, lending, tax, or real estate matters

Payment Policy

Payment is required before services begin unless otherwise agreed in writing.

TPC Legacy Group reserves the right to refuse, suspend, delay, or terminate services for:

• Non-payment
• Abusive conduct
• Fraudulent activity
• Misuse of services
• Misrepresentation of information
• Violation of company policies

Scheduling & Communication

Consultation scheduling, onboarding timelines, communication response times, and service delivery schedules may vary depending on service selection, client responsiveness, documentation requirements, and operational workload.

Intellectual Property

All website content, logos, branding, graphics, consultation frameworks, reports, templates, educational materials, proprietary systems, and intellectual property remain the exclusive property of TPC Legacy Group.

No content may be copied, reproduced, modified, distributed, sold, or used without prior written authorization.

Professional Services Disclosure

TPC Legacy Group is a private-client advisory, consulting, educational, administrative support, and referral-based organization.

TPC Legacy Group does not provide:

• Investment advisory services
• Securities recommendations
• Financial planning services
• Tax advice
• Legal advice
• Credit repair services
• Insurance advice
• Mortgage lending services
• Real estate brokerage services
• Other regulated professional services

unless specifically disclosed and provided through appropriately licensed third-party professionals.

Where appropriate, clients may be introduced to independent licensed professionals including mortgage professionals, insurance professionals, attorneys, tax professionals, financial professionals, credit specialists, real estate professionals, and other qualified service providers.

Professional Title Disclosure

Dr. Ta-me Cherry's professional title reflects vocational certifications, holistic designations, earned certifications, and honorary credentials.

The title does not represent licensure or professional designation in law, accounting, securities, investment management, financial planning, banking, economics, tax preparation, or other regulated professions.

Third-Party Affiliate & Referral Disclosure

TPC Legacy Group may coordinate introductions to independent third-party service providers.

Clients acknowledge that:

• Third-party providers operate independently
• TPC Legacy Group does not control third-party decisions
• Clients are responsible for evaluating any referred provider
• Engagement with any third-party provider is voluntary

Regulatory Compliance

TPC Legacy Group does not originate, negotiate, underwrite, approve, or fund loans.

TPC Legacy Group does not act as a mortgage lender, mortgage broker, registered investment advisor, securities professional, insurance agency, tax firm, law firm, or real estate brokerage.

All regulated services are performed solely by appropriately licensed professionals when applicable.

Data Sharing, Privacy & Marketing Consent

By submitting information through this website, scheduling consultations, completing intake forms, or engaging with TPC Legacy Group, you authorize TPC Legacy Group to:

• Collect and store submitted information
• Communicate via phone, email, and SMS
• Share relevant information with trusted third-party service providers when necessary to fulfill requested services
• Provide updates, educational materials, promotions, and service-related communications

You may opt out of marketing communications at any time.

Limitation of Liability

TPC Legacy Group shall not be liable for:

• Financial losses
• Lending decisions
• Credit decisions
• Insurance decisions
• Investment outcomes
• Business outcomes
• Real estate transactions
• Third-party actions
• Lost profits
• Indirect, incidental, or consequential damages

Clients acknowledge that all services are advisory, educational, consulting, administrative support, and referral-based in nature.

Website Use

Unauthorized use of this website, misuse of forms, interference with website functionality, data scraping, fraudulent activity, or attempts to compromise website security are strictly prohibited.

Policy Updates

TPC Legacy Group reserves the right to modify these policies, disclosures, and terms at any time without prior notice.

Contact Information

TPC Legacy Group
privateclient@tpclegacygroup.com
www.tpclegacygroup.com