Terms of Use
The terms that apply when you use this website.
Last updated: September 10, 2026
By using oswegolegacypartners.com, you agree to these terms. If you do not agree, please do not use the site.
Information only, not advice
The content on this site, including articles, white papers, guides, videos, questionnaires, and scores, is general and educational. It is not individualized investment, tax, or legal advice, and it is not an offer or solicitation to buy or sell any security or insurance product. Your situation is unique; please consult a qualified professional before acting on anything you read here. Information is believed to be reliable as of the date it was reviewed, but it is not guaranteed and may change.
No advisory relationship
Using this site, submitting a form, completing a questionnaire, or downloading a guide does not create an advisory or client relationship. That relationship begins only after a written agreement is signed.
Questionnaires and scores
Scores are calculated only from the answers you select and are meant to start a conversation. They do not measure your financial situation, your suitability for any product or strategy, or the likelihood of any outcome.
Investment risk
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No strategy assures a profit or protects against loss.
Our materials
The articles, white papers, guides, and other materials on this site, including those you download, belong to Oswego Legacy Partners or its licensors and are protected by copyright. You may view, download, and print them for your own personal, non-commercial use. You may not republish, sell, modify, or distribute them without our written permission. Linking to our pages is welcome.
Links to other sites
This site links to sites we do not control, including LinkedIn, Microsoft Bookings, LPL Financial, and Prudential. We are not responsible for their content or practices.
Where we do business
Our representatives may conduct business only with residents of the states in which they are properly registered or licensed. Not all products and services are available in every state. Please see the disclosure at the bottom of every page.
Disclaimer and limitation of liability
This site is provided "as is." To the fullest extent permitted by law, Oswego Legacy Partners is not liable for any loss arising from your use of the site or your reliance on its content.
Governing law
These terms are governed by the laws of the State of Oregon.
Changes
We may update these terms from time to time. Continuing to use the site means you accept the current version.
Questions
If you have questions about these terms, please contact us using the details below.
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