Disclaimer

Effective Date: December 12, 2025

The information provided on this website (longevitywealthstrategies.com) is for educational and informational purposes only and is not intended as investment, tax, legal, accounting, or other professional advice.

1. No Financial, Tax, or Legal Advice

Longevity Wealth Strategies provides financial planning and wealth management education intended to help individuals better understand retirement, income planning, and long-term financial decision-making.

Nothing on this website, in our publications, presentations, newsletters, blogs, videos, or other content should be construed as personalized investment, tax, or legal advice. Any strategies discussed are general in nature and may not be appropriate for your specific situation.

You should consult with your financial advisor, tax professional, attorney, or other qualified professionals before making any financial decisions.

2. No Guarantees or Assurances

All investing involves risk, including the possible loss of principal. Market performance, economic conditions, tax laws, interest rates, and personal circumstances can change at any time.

Longevity Wealth Strategies makes no representations or guarantees regarding future investment performance, income outcomes, tax results, or the success of any strategy discussed. Past performance is not indicative of future results.

3. Personal Responsibility

By using this website or engaging with our content or services, you acknowledge that you are solely responsible for your financial decisions and outcomes.

Longevity Wealth Strategies, its owners, affiliates, employees, and representatives shall not be liable for any losses, damages, or adverse outcomes resulting from reliance on the information provided on this site or through our services.

4. Third-Party Links, Tools, and Affiliates

This website may contain links to third-party websites, tools, or services for convenience or informational purposes. Some links may be affiliate links, meaning we may receive compensation at no additional cost to you.

We do not control, endorse, or guarantee the accuracy of third-party content and are not responsible for the privacy practices or terms of use of external sites.

5. Testimonials and Examples

Testimonials, case studies, illustrations, and examples shared on this website represent individual experiences and are provided for illustrative purposes only.

They do not guarantee similar results for other clients or users. Individual outcomes vary based on market conditions, personal circumstances, goals, risk tolerance, and implementation.

6. Contact Us

If you have any questions regarding this Disclaimer, please contact:

Longevity Wealth Strategies
Vienna, VA
Email: info@longevitywealthstrategies.com
Website: www.longevitywealthstrategies.com

7. Regulatory and Licensing Disclosure

Mark Sweeney is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise, LLC (LPLE), a Registered Investment Advisor, Member FINRA and SIPC, and an affiliate of LPL Financial. LPLE and LPL Financial are not affiliated with Longevity Wealth Strategies.

Khy Sweeney is an employee of Longevity Wealth Strategies and is not affiliated with LPL Financial or Prudential.

Longevity Wealth Strategies and its representatives do not provide tax or legal advice. Individuals should consult with their own tax, legal, or other qualified professionals regarding their specific circumstances.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No securities-related offers, solicitations, or transactions may be made or accepted in any state where registration or licensing requirements are not satisfied.

This Disclaimer is subject to change at any time without notice. Continued use of this website constitutes acceptance of the current Disclaimer