Effective Date: September 15, 2026
These Terms and Conditions govern your use of the website, services, information, and resources provided by The Segrust Group. By accessing or using this website, you acknowledge that you have read, understood, and agree to be bound by these terms. If you do not agree with these terms, please discontinue use of the website.
Acceptance of Terms
By accessing this website, you agree to comply with these Terms and Conditions and all applicable laws and regulations. These terms apply to all visitors, users, and anyone who accesses or interacts with the website operated by The Segrust Group.
The Segrust Group may update, modify, or replace these Terms and Conditions from time to time. Any changes will become effective when posted on this website. Your continued use of the website after changes are posted constitutes your acceptance of the revised terms.
Website Information and Educational Content
The information provided on this website is intended for general informational and educational purposes. The Segrust Group provides information relating to retirement planning, retirement plans, investment strategies, financial planning, and related topics.
Information published on the website should not be considered a complete assessment of your individual financial circumstances. Information may not be suitable for every individual, company, retirement plan, or investment objective.
You should consider your own circumstances and consult with an appropriately qualified professional before making financial, investment, retirement, tax, or other significant decisions.
No Investment or Financial Advice
Content available through this website is not intended to constitute individualized investment, financial, tax, legal, or accounting advice unless specifically stated otherwise.
Although The Segrust Group seeks to provide useful and accurate information, general website content cannot take into account your specific financial situation, objectives, risk tolerance, time horizon, or other individual circumstances.
Nothing on this website should be interpreted as a recommendation to purchase, sell, hold, or otherwise transact in any particular investment, security, financial product, or service.
Retirement Planning Services
The Segrust Group provides retirement planning and retirement plan-related guidance for companies and individuals. Information concerning retirement plans, plan management, investment strategies, employee participation, and retirement planning is provided for general informational purposes unless a separate written agreement establishes a specific client relationship.
A person’s or company’s decision to use any retirement planning or financial service should be based on their individual circumstances and objectives.
Specific services, fees, responsibilities, and obligations may be governed by separate agreements between The Segrust Group and its clients.
Investment Risks
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Investment values may fluctuate because of market conditions, economic developments, interest rates, inflation, changes in regulations, company performance, and other factors.
Information presented by The Segrust Group should not be interpreted as a guarantee that any particular investment strategy, portfolio, or financial plan will achieve a specific result.
Before making an investment decision, users should carefully consider the potential risks, costs, objectives, and other relevant factors associated with the investment.
Accuracy and Availability of Information
The Segrust Group makes reasonable efforts to provide information that is accurate and useful. However, the website may contain errors, outdated information, omissions, or information that becomes inaccurate because circumstances or regulations change.
The Segrust Group does not guarantee that all information available through the website will always be complete, accurate, current, or suitable for a particular purpose.
The website and its content may also be modified, suspended, or discontinued at any time without prior notice.
Third-Party Websites and Resources
This website may contain links to third-party websites, platforms, resources, tools, or services. These links may be provided for convenience or informational purposes.
The Segrust Group does not necessarily control, endorse, or guarantee the accuracy, availability, security, or reliability of third-party websites.
When you access a third-party website, you do so at your own risk and are subject to that third party’s terms, policies, and privacy practices.
Intellectual Property
Unless otherwise indicated, the content and materials available on this website, including text, graphics, logos, images, page designs, downloadable resources, and other materials, are owned by or licensed to The Segrust Group and are protected by applicable intellectual property laws.
You may view and use website content for personal or legitimate business purposes consistent with these Terms and Conditions.
You may not reproduce, modify, distribute, publish, transmit, sell, license, or otherwise exploit website content without prior written permission from The Segrust Group, except where permitted by applicable law.
User Communications and Submissions
If you submit information through a contact form, email, inquiry form, or other communication method provided on the website, you agree to provide information that is accurate and not misleading.
You should avoid submitting sensitive financial, account, password, Social Security, or other confidential information through unsecured website forms unless specifically requested through an appropriate secure process.
Submitting an inquiry does not automatically establish a client, advisory, fiduciary, or other professional relationship with The Segrust Group.
Privacy and Personal Information
Your use of this website may involve the collection and processing of certain information as described in the applicable Privacy Policy.
The Segrust Group may collect information that you voluntarily provide, such as your name, email address, telephone number, and information submitted through contact or inquiry forms.
You are responsible for ensuring that information you provide is accurate and appropriate for the purpose for which it is submitted.
Please review the website’s Privacy Policy for additional information regarding the collection, use, storage, and protection of personal information.
Website Security and Prohibited Use
You agree not to use this website in a manner that could damage, disable, overburden, interfere with, or compromise the website or its underlying systems.
You may not attempt to gain unauthorized access to restricted areas, servers, databases, accounts, or other systems associated with the website.
You also agree not to introduce malicious code, viruses, harmful software, automated attacks, or other technologies intended to disrupt the operation or security of the website.
The Segrust Group reserves the right to restrict or terminate access to the website where it reasonably believes that these Terms and Conditions have been violated.
Disclaimer of Warranties
To the fullest extent permitted by applicable law, the website and its content are provided on an “as available” and “as is” basis.
The Segrust Group does not warrant that the website will always operate without interruption, errors, delays, security vulnerabilities, or technical problems.
No information obtained through the website should be understood as creating a warranty, representation, or guarantee that is not expressly stated in a written agreement.
Limitation of Liability
To the fullest extent permitted by applicable law, The Segrust Group shall not be liable for losses or damages arising from or related to your use of, or inability to use, this website or information provided through it.
This may include direct, indirect, incidental, consequential, special, or other damages resulting from reliance on website information, technical interruptions, third-party websites, or unauthorized access.
Nothing in these Terms and Conditions is intended to exclude or limit liability where such limitation is prohibited by applicable law.
Indemnification
To the extent permitted by applicable law, you agree to indemnify and hold harmless The Segrust Group, its representatives, employees, agents, and service providers from claims, liabilities, damages, losses, costs, or expenses arising from your misuse of the website, violation of these Terms and Conditions, or violation of applicable laws or the rights of another person or organization.
Changes to These Terms
The Segrust Group may revise these Terms and Conditions periodically to reflect changes in its services, website functionality, legal requirements, or business practices.
When changes are made, the updated version will be posted on this page. The revised terms will become effective upon posting unless a different effective date is specified.
You are encouraged to review this page periodically to remain informed about the current Terms and Conditions.
Governing Law
These Terms and Conditions shall be interpreted and applied in accordance with applicable laws and regulations. Any disputes relating to the website or these terms shall be handled in accordance with the applicable jurisdiction and legal requirements governing The Segrust Group.
If any provision of these Terms and Conditions is found to be invalid or unenforceable, the remaining provisions will continue to apply to the extent permitted by law.
Contact Information
If you have questions regarding these Terms and Conditions, the website, or the services provided by The Segrust Group, you may contact the organization through the contact information provided on this website.
The Segrust Group
Email: info@thesegrustgroup.com
Phone: 847-468-0439