Disclaimer

Effective Date: December 12, 2025

The information provided on this website, www.longevitywealthstrategies.com, is for general educational and informational purposes only and is not intended to constitute investment, tax, legal, accounting, or other professional advice.

1. No Investment, Tax, or Legal Advice

Longevity Wealth Strategies provides financial education and planning insights designed to help individuals better understand retirement planning, income strategies, and long-term financial decision-making.

Nothing contained on this website—including, but not limited to, publications, presentations, newsletters, blogs, videos, calculators, tools, or other content—should be interpreted as personalized investment advice, tax advice, or legal advice.

Any strategies, concepts, or examples discussed are general in nature and may not be suitable for your individual circumstances. You should consult with a qualified financial advisor, tax professional, attorney, or other licensed professional before making any financial or legal decisions.

2. No Guarantees or Assurances

All investing involves risk, including the potential loss of principal. Market conditions, economic factors, interest rates, tax laws, and individual circumstances may change without notice and can materially affect outcomes.

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

3. Personal Responsibility and Limitation of Liability

By accessing 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 held liable for any direct or indirect losses, damages, or adverse consequences arising from reliance on information provided through this website or related communications, to the fullest extent permitted by law.

4. Third-Party Links, Tools, and Affiliates

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

Longevity Wealth Strategies does not control, endorse, or guarantee the accuracy, completeness, or reliability of third-party content and is not responsible for the privacy practices, terms of use, or policies of external websites.

5. Testimonials, Case Studies, and Examples

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

They do not represent a guarantee of future performance or similar outcomes. Individual results will vary based on numerous factors, including market conditions, financial objectives, risk tolerance, and personal circumstances.

6. Contact Information

If you have questions regarding this Disclaimer, please contact:

Longevity Wealth Strategies, LLC
Vienna, Virginia
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 and Member FINRA and SIPC. LPLE is 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. Clients and prospective clients should consult with their own tax advisors, attorneys, 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 states in which they are properly registered or licensed. No offer to sell securities or investment advisory services shall be made or accepted in any jurisdiction where such registration or licensing requirements have not been met.

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