Terms and Conditions

Welcome to Lacy Financial Advisors. By accessing our website, engaging our services, or communicating with us through any means, you agree to be bound by the following Terms and Conditions. Please read them carefully before using our services. If you do not agree with any part of these terms, you should not use our website or engage our services.

Lacy Financial Advisors provides financial planning, investment advice, and related services to individual and institutional clients. All advice and recommendations are based on the information provided by the client and our professional judgment at the time of the consultation. We do not guarantee future performance or outcomes of any investment strategy. All investment carries inherent risk, and clients are solely responsible for any financial decisions made as a result of our services.

Our website and communications may include general information about financial markets and strategies. This information is provided for educational purposes only and should not be considered personalized financial advice. The use of our website or submission of inquiries does not establish a client relationship until a formal agreement has been executed between you and Lacy Financial Advisors.

By submitting personal information through our website or any other communication channel, you consent to the collection and use of that information as described in our Privacy Policy. You agree not to misuse our website or its content, and you shall not attempt to gain unauthorized access to our systems or interfere with the functionality of our website or services in any way.

All materials provided on our website, including but not limited to text, graphics, logos, and design, are the property of Lacy Financial Advisors or its licensors and are protected by applicable intellectual property laws. You may not reproduce, modify, distribute, or display any content without our prior written permission.

We reserve the right to refuse service, terminate accounts, or modify services at our discretion and without prior notice, including if we believe that a user is in violation of these Terms and Conditions or any applicable law. Any disputes arising from these terms shall be governed by the laws of the State of Texas, without regard to its conflict of law provisions. By using our services, you consent to the exclusive jurisdiction of the state and federal courts located in Texas for any legal proceedings related to our services.

These Terms and Conditions may be updated or modified from time to time at our sole discretion. We will post any changes on our website and update the effective date accordingly. Your continued use of our services following any updates constitutes your acceptance of the revised terms.