TERMS & CONDITIONS
Harborstone Capital Group, LLC Terms & Conditions
Effective Date: June 2026
By accessing this website, you agree to these Terms & Conditions.
Website Use
The information provided on this website is for educational and informational purposes only and should not be construed as legal, tax, accounting, investment, or financial advice.
Users should consult qualified professionals before making financial decisions.
Intellectual Property
All content on this website, including text, graphics, logos, and educational materials, is owned by Harborstone Capital Group, LLC and may not be reproduced without written permission.
No Guarantees
By providing your phone number and opting in, you consent to receive text messages from Harborstone Capital Group, LLC.
Harborstone Capital Group, LLC makes no guarantees regarding:
• Financial outcomes
• Investment performance
• Insurance performance
• Tax results
• Future market conditions
Past performance does not guarantee future results.
Limitation of Liability
Harborstone Capital Group, LLC shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from use of this website.
SMS Terms & Conditions
By opting in to receive SMS communications from Harborstone Capital Group, LLC, you agree to receive:
• Appointment reminders
• Appointment confirmations
• Follow-up messages
• Educational content
• Promotional communications
• Customer service notifications
Message frequency varies.
Message and data rates may apply.
Reply STOP to unsubscribe.
Reply HELP for assistance.
Consent to receive SMS messages is not a condition of purchase.
User Responsibilities
Users agree not to:
• Violate laws or regulations
• Attempt unauthorized access to systems
• Interfere with website operation
• Submit false information
Modifications
Harborstone Capital Group, LLC reserves the right to modify these Terms & Conditions at any time.
Governing Law
These Terms & Conditions shall be governed by the laws of the State of Florida.
Contact Information
Evaluate Whether Your Existing Structure Still Aligns With Your Long-Term Objectives
Harborstone Capital Group, LLC helps families, investors, and business owners evaluate and structure long-term capital strategies focused on liquidity, efficiency, and multigenerational stewardship.
National Producer Number: 188I4
Harborstone Capital Group, LLC
3220 Curving Oaks Way
Orlando, FL 32820
+1 321-346-1313
Company
Resources
Legal
Harborstone Capital Group, LLC does not provide tax or legal advice. Clients should consult their own professional advisors regarding their individual circumstances.
Harborstone Capital Group, LLC helps families, investors, and business owners evaluate and structure long-term capital strategies focused on liquidity, efficiency, and multigenerational stewardship.
National Producer Number: 188I4
Harborstone Capital Group, LLC
3220 Curving Oaks Way
Orlando, FL 32820
+1 321-346-1313