TERMS & CONDITIONS

Last Updated: August 2026

1. Terms & Conditions

By accessing this website, submitting an inquiry, or booking a strategy call with The North Star Financial Group, LLC ("we," "us," or "our"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services or website.

2. Age Restriction (18+)

Our website, strategy calls, and services are strictly intended for individuals who are at least 18 years of age or older. By using this website, submitting forms, or opting into messaging, you represent and warrant that you are at least 18 years old.

3. Educational Purposes Only (No Formal Advice)

All materials, strategy sessions, videos, and information provided on this website or during strategy calls are for educational and informational purposes only. Nothing on this site constitutes formal tax, legal, or individual investment advice. You should consult with qualified professionals regarding your specific financial, tax, or legal situation.

4. Communications & SMS Messaging Terms

By submitting your contact information on our web forms or booking calendar, you authorize The North Star Financial Group, LLC to contact you via email, phone, and automated SMS text messages regarding your scheduled call, reminders, updates, and requested service details.

Opt-Out Instructions: You may opt out of receiving SMS text messages at any time by replying STOP to any message. For assistance, reply HELP.

Message & Data Rates: Message and data rates may apply depending on your mobile carrier plan. Message frequency varies based on appointment status.

Carrier Liability Disclaimer: Mobile carriers (including T-Mobile, AT&T, Verizon, and others) are not liable for delayed or undelivered messages.

5. Privacy Policy Link

Your use of our website and submission of personal information is also governed by our Privacy Policy. Please review our Privacy Policy to understand our data collection, security, and SMS safeguards at:

https://book.thenorthstarfinancialgroup.com/privacy-policy

6. Limitation of Liability

The North Star Financial Group, LLC shall not be liable for any direct, indirect, or consequential damages arising out of your use of this website or implementation of strategies discussed, beyond what is required by law.

7. Support & Contact Information

If you have any questions, require customer support, or need assistance regarding these Terms or our SMS services, please contact us at:

Company: The North Star Financial Group, LLC

Email: [email protected]