Terms & Conditions

Terms and Conditions for Limitless Leadership LLC

Last Updated: 01/12/2024

By accessing or using the services provided by Limitless Leadership LLC ("we," "us," or "our"), you agree to comply with and be bound by the following terms and conditions. Please read these terms carefully before engaging in any business or using our services.

1. Service Agreement

1.1 Engagement: By choosing to do business with Limitless Leadership LLC, you enter into a service agreement with us.

1.2 Financial Services: We provide personalized financial services tailored to the individual or business needs, with the primary goal of enhancing financial well-being.

2. Confidentiality and Privacy

2.1 Confidentiality: All personal, financial, and business information collected will be kept confidential and will not be shared with third parties without explicit consent.

2.2 Privacy Policy: Your use of our services is also governed by our Privacy Policy. Please refer to the Privacy Policy section on our website for more details.

3. Financial Strategy

3.1 Purpose: The information collected is used solely for the purpose of analyzing and creating a financial strategy to improve the financial well-being of the individual and/or the business.

3.2 Use Limitation: Collected information will only be used for the purpose specified in section 3.1.

4. Client Rights

4.1 Information Updates: Clients have the right to inform us of any changes in the information provided to maintain accurate and up-to-date records.

4.2 Opt-Out: Clients have the right to opt out of any services at any time.

5. Compliance with Regulations

5.1 Licensing: We are regulated by each state where services are offered. Professionals associated with Limitless Leadership LLC obtain licenses according to the financial products offered.

5.2 Training: Professionals undergo additional training on each financial product offered to ensure compliance with regulatory requirements.

6. Data Retention

6.1 Requirement: Limitless Leadership LLC is required by regulatory authorities to retain information collected for at least 10 years or until deemed necessary.

7. Changes to Terms and Conditions

7.1 Updates: Limitless Leadership LLC reserves the right to update these Terms and Conditions periodically. Any changes will be effective upon posting the updated terms on our website.

8. Contact Information

8.1 Communication: For questions, concerns, or requests related to our services or these terms, please contact us at:

(631) 346-6057 or andrea@limitlessleadershipllc.com

Thank you for choosing Limitless Leadership LLC. By using our services, you agree to these terms and conditions.