Terms and Conditions

Legacy Builders Financial Solutions SMS Program Terms

By opting in, you agree to receive customer care and account-related SMS messages from Legacy Builders Financial Solutions. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or INFO for help.

SMS Consent — Optional

SMS consent is optional and is not required to create an account, select a plan, complete registration, complete a transaction, purchase services, or use Legacy Builders Financial Solutions services.

See our Privacy Policy for details on how we handle your information.

Use of This Website

The content on this website is provided for general educational purposes only. It is not tax, legal, or accounting advice, and it is not an offer or a solicitation to buy any product. Please consult a qualified professional regarding your individual situation.

Any figures, illustrations, or examples shown on this site, including those produced by the calculators, are hypothetical. They are based solely on the figures entered and the assumptions stated, and they are not a projection or a guarantee of future results.

Insurance and Annuity Products

Legacy Builders Financial Solutions is an insurance agency. Charles Atkinson is licensed to offer life insurance and fixed indexed annuity products. Insurance and annuity products are issued by the carrier and are subject to the terms, conditions, and limitations of the contract. Any guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Product availability, features, and terms vary by state. Fixed indexed annuities are insurance contracts. They are not bank products and they are not securities.

Third Party Websites

This site links to government agencies, regulators, and other outside organizations for convenience. We do not control, endorse, or take responsibility for the content of any third party website.

Contact

Legacy Builders Financial Solutions
3707 Cypress Creek Parkway, Suite 310, Houston, TX 77068
(832) 677-4096
Charles@LegacyBuildersFS.com

These terms are provided for general information. They are not legal advice. Questions about how they apply to your situation should be directed to a qualified attorney.