Service Disclosures

Effective date: July 18, 2026

This page summarizes important disclosures that apply to Altaire Financial Group, Dynasty Legacy Partners, Dynasty Tax Pros, and related Altaire services. These disclosures supplement the Terms of Service and any service-specific written agreement.

General Results Disclaimer

Results vary by client, documentation, history, eligibility, third-party decisions, market conditions, legal requirements, and client participation. Altaire does not guarantee credit-score increases, account deletions, funding approvals, credit limits, interest rates, tax refunds, filing outcomes, processing times, cost savings, profits, business growth, or any specific financial or operational result.

Credit Services Disclosure

Credit reports may contain accurate, inaccurate, incomplete, duplicated, outdated, or unverifiable information. Altaire may assist with education, organization, review, and lawful dispute processes within the agreed scope. Accurate, current, and verifiable negative information generally cannot lawfully be removed merely because it is unfavorable. No particular bureau, creditor, furnisher, collector, score change, deletion, update, or timeline is guaranteed.

You have the right to dispute inaccurate or incomplete information directly with consumer reporting agencies and furnishers without hiring a credit-repair company. Covered credit-repair services are provided only under a separate written agreement with the disclosures, cancellation rights, and payment terms required by applicable law. No website statement changes or waives those rights.

Funding Disclosure

Unless expressly stated in writing, Altaire is not a bank, lender, creditor, underwriter, or guarantor. We may provide readiness support, application assistance, education, referrals, or introductions. Independent lenders and funding providers control eligibility, underwriting, approvals, rates, terms, fees, collateral, personal-guarantee requirements, credit inquiries, limits, and timing. Submission of an intake form or application is not an approval or commitment to lend.

Tax Disclosure

Tax services depend on complete, accurate, and timely client information and documentation. Altaire and its preparers may ask reasonable follow-up questions, request substantiation, and decline to claim a position or file a return when information is incomplete, inconsistent, unsupported, or contrary to applicable law or professional obligations. No refund, deduction, credit, filing status, acceptance, audit result, processing date, or other outcome is guaranteed. Clients are responsible for reviewing returns before filing and retaining supporting records.

Bookkeeping and Payroll Disclosure

Bookkeeping and payroll support are not audits, reviews, attestations, legal opinions, or fraud examinations unless specifically stated in a signed agreement. Reports depend on the accuracy and completeness of client-provided data and third-party systems. Clients remain responsible for management decisions, employee classification, approvals, source documents, bank activity, payroll funding, deposits, notices, and regulatory obligations.

Business Formation and Operational Services Disclosure

Altaire is not a law firm. Formation, filing, systems, documentation, and operational support do not constitute legal representation and do not guarantee agency approval, processing times, legal sufficiency, licensing, tax treatment, insurance eligibility, funding, compliance, profitability, or business success. Clients should consult qualified legal, tax, insurance, and licensing professionals as appropriate.

Educational Content and Digital Products

Courses, templates, guides, calculators, checklists, posts, videos, and digital products are educational and general in nature. They are not a substitute for individualized legal, investment, lending, tax, or accounting advice. Examples and illustrations are not promises of future performance.

Consultation Fee Credit

The Financial Strategy Consultation is $150 unless otherwise stated. When a client enrolls in one eligible Altaire service within 30 calendar days after the consultation, the $150 consultation fee may be applied as a service credit. The credit has no cash value, is nontransferable, is limited to one credit per enrollment, and cannot be duplicated or combined unless Altaire agrees in writing. Cancellation, rescheduling, late-arrival, and no-show terms are separate. The final signed service agreement determines eligibility and application of the credit.

Third-Party Platforms, Providers, and Referrals

Altaire may use, recommend, or refer clients to third-party software, lenders, funding providers, payment processors, tax systems, credit-monitoring services, government portals, and other vendors. Third parties control their own services, decisions, pricing, terms, privacy, security, and availability. Altaire may receive referral compensation or another business benefit from certain relationships when permitted by law; any material arrangement will be disclosed when required.

No Fiduciary or Legal Relationship

Unless a signed agreement expressly states otherwise, Altaire does not act as a fiduciary, attorney, lender, trustee, investment adviser, broker-dealer, or certified public accounting firm. Website use, intake submission, or general communication does not create such a relationship.

State-Specific Requirements

Availability, disclosures, cancellation rights, contracts, fee timing, licensing, and permitted service scope may vary by state. Altaire may restrict, modify, or decline services based on client location and applicable law.

Controlling Documents

Product listings and website pages provide general information. The applicable signed agreement, required statutory disclosure, authorization, invoice, and service-specific policy control the engagement if there is a direct conflict. Nonwaivable legal rights remain in effect.

Questions

Altaire Financial Group
Email: altairefinancial@outlook.com
Phone: (229) 234-2497