Welcome to LegacySafe, a division of Conti & Co. By accessing or using our website (https://legacysafe.com/) and related services, you agree to comply with these Terms and Conditions. If you do not agree, do not use our services.

1. Agreement to Terms

By using LegacySafe, you acknowledge that you have read, understood, and accepted these Terms. Continued use constitutes your acceptance of any future modifications.

2. Our Services

LegacySafe is a financial pillar of Conti & Co, a family run firm who specializes in retirement planning. The four pillars include income planning, mitigating downside risk, long term care needs and affordability, and legacy planning. As a non-captive firm, Conti & Co. is free to work with multiple financial institutions, giving clients more choices and better coverage options. Conti & Co. can provide unbiased recommendations and flexible solutions, tailoring plans to each client’s needs while maximizing their earning potential.

3. User Obligations

By using our platform, you agree to:

✔ Provide accurate and current information during account registration.

✔ Maintain the confidentiality of your account credentials.

✔ Use our services responsibly and in compliance with applicable laws.

✔ Notify us immediately of unauthorized access or security breaches.

✔ Avoid any fraudulent, abusive, or harmful activities.

4. Fees, Payments, and Refunds

Some services require payment. By purchasing, you agree that:

✔ Payments must be completed before service access.

✔ Fees are non-refundable unless explicitly stated otherwise.

✔ Prices and service charges may change with prior notice.

5. SMS Notifications and Marketing

If you opt into SMS communications, you consent to receiving:

✔ Security and account alerts.

✔ Service updates and feature enhancements.

✔ Promotional offers and exclusive deals.

To opt out, reply “STOP” to any message.

6. Limitation of Liability

To the fullest extent permitted by law, LegacySafe and Conti & Co. are not responsible for any:

✔ Loss of data, service interruptions, or unauthorized access.

✔ Errors, inaccuracies, or outdated information.

✔ Third-party actions, websites, or services linked to our platform.

7. Intellectual Property Rights

All content, branding, and software on our platform belong to Conti & Co. or its licensors. Unauthorized use, reproduction, or distribution is strictly prohibited.

8. Third-Party Links & Services

LegacySafe may contain links to external websites. We do not endorse or assume responsibility for third-party content, policies, or practices. Your interactions with third parties are at your own risk.

9. Account Termination

We may suspend or terminate access to our services without prior notice if:

✔ You violate these Terms and Conditions.

✔ Fraudulent or malicious activity is detected.

✔ Your actions compromise the security or integrity of our platform.

10. Governing Law & Disputes

These Terms are governed by the laws of the jurisdiction where Conti & Co. operates. Any disputes shall be resolved through negotiation or legal proceedings in the relevant jurisdiction.

11. Updates to Terms

LegacySafe reserves the right to update these Terms at any time. Changes will be posted here, and continued use of our services implies acceptance of the updated terms.

12. Contact Information

For questions or support, reach out to us:

Email : [email protected]

Phone : 512-982-9298

By using our services, you confirm that you have read, understood, and agreed to these Terms and Conditions.