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Terms and Conditions

By accessing this website, engaging in consultation, or submitting your contact information, you acknowledge that you have read and agree to the following Terms and Conditions. These terms govern your interaction with Ironwood Advisory Group and outline the limited, educational, and administrative scope of our services.

About Ironwood Advisory Group

Ironwood Advisory Group is a multidisciplinary team of professionals from diverse fields, offering strategic insight, educational consulting, and administrative support to individuals, families, and businesses seeking to strengthen their organizational, financial, and estate planning strategies. We operate in an educational and document preparation capacity and are not a law firm, CPA firm, or investment advisory entity.

Scope of Services

Ironwood Advisory Group may assist clients in organizing, assembling, or preparing legal and financial documentation — including but not limited to trust documents, estate planning forms, and business filings — strictly under the client’s direction and control. Such document preparation services are administrative in nature and do not constitute legal representation, interpretation of law, or advice regarding the legal effect of any document.

Clients are solely responsible for reviewing and approving any materials prior to execution. We strongly encourage all clients to seek independent review from licensed attorneys, accountants, or other qualified professionals to ensure legal sufficiency and compliance with applicable laws.

Operational Disclaimer & Indemnification

Ironwood Advisory Group operates exclusively as an educational and administrative organization. All information provided is for informational purposes only and should not be construed as a substitute for licensed professional advice. The client assumes full responsibility for any outcomes resulting from their reliance on or implementation of materials or discussions provided by Ironwood Advisory Group.

By using this website or participating in consultations, you agree to indemnify and hold harmless Ironwood Advisory Group, its members, affiliates, and representatives from any claims, damages, or liabilities arising out of your use of our services, including the preparation or utilization of documents, plans, or recommendations.

Communications Consent

By submitting your information, you consent to receive messages, calls, or emails from Ironwood Advisory Group related to scheduling, updates, or educational content. Standard carrier rates may apply. You may opt out at any time by replying STOP or using the unsubscribe link in any communication.

Limitation of Liability

Ironwood Advisory Group provides materials and services “as is,” without warranty, express or implied. Under no circumstance shall Ironwood Advisory Group or its affiliates be liable for any direct, indirect, incidental, or consequential damages arising from the use or reliance upon any information or documentation provided.

Arbitration & Dispute Resolution

Any claim, dispute, or controversy arising out of or relating to your interaction with Ironwood Advisory Group shall be resolved exclusively through binding arbitration administered by the American Arbitration Association under its applicable rules. Arbitration shall occur in the jurisdiction of Ironwood Advisory Group’s principal office. The arbitrator’s decision shall be final and binding, and judgment may be entered in any court of competent jurisdiction. By agreeing to these terms, you waive the right to a jury trial or participation in a class action.

Severability & Entire Agreement

If any provision of these Terms is found unenforceable, the remaining provisions shall remain valid and enforceable. These Terms represent the entire understanding between the parties and supersede all prior communications or agreements.

Modification of Terms

Ironwood Advisory Group reserves the right to modify these Terms and Conditions at any time without notice. Continued use of this website or engagement of services constitutes acceptance of the revised Terms.