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    • Pre-Retirees & Retirees
    • Investors
    • Business Owners
    • Public Employees (DROP)
    • CPAs & Strategic Partners
    • Families & Life Stages
    • Core Services
    • Retirement Planning
    • Financial Planning
    • Investing
    • Insuring
    • Tax Strategies
    • Protect & Grow
    • Specialty Services
    • Risk Analysis
    • Portfolio Analysis
    • Financial Coaching
    • Expert Financial Help
    • Self-Directed Brokerage
    • SmartVestor Pro
    • Employer Retirement Plans
    • DROP Program
    • CPA Solutions
    • Our Firm
    • Founding Advisors
    • Leadership Team
    • Signature Financial Professionals
    • Office Locations
    • Your Financial Journey
    • Free Retirement Guide
    • MyStages Quiz
    • Financial Wellness Checkup
    • Financial Calculators
    • Get a Risk Analysis
    • Ask a Question
    • Resources Hub
    • Blog & Articles
    • Financial Calculators
    • FAQ
    • Free Retirement Guide
    • Join Signature Financial Solutions
    • CPA Solutions
    • Employer Retirement Plans
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Legal

Terms & Conditions

These terms govern your use of the Signature Financial Solutions website. Please read them carefully before using the site.

Effective Date: September 1, 2025
On this page
  1. Informational Purpose Only
  2. No Advisory, Legal, or Tax Services
  3. Accuracy & Limitations
  4. Third-Party Content & Links
  5. Intellectual Property
  6. Limitation of Liability
  7. Indemnification
  8. Privacy & Data Use
  9. Governing Law & Jurisdiction
  10. Modifications
  11. Contact Information

This website ("Site") is maintained by Signature Financial Solutions ("SFS," "we," "our," or "us"). By accessing or using the Site, you agree to be bound by these Terms & Conditions. If you do not agree, please discontinue use immediately.

01

Informational Purpose Only

  • The content provided on this Site is for general informational purposes.
  • Nothing on this Site should be interpreted as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security, product, or investment strategy.
  • Past performance is not indicative of future results.
02

No Advisory, Legal, or Tax Services via the Site

  • Use of this Site does not create an advisory, fiduciary, client, or professional relationship between you and SFS.
  • Information provided should not be construed as personalized investment, legal, or tax advice.
  • You should consult your financial advisor, attorney, or tax professional regarding your specific circumstances.
03

Accuracy and Limitations of Information

  • While we strive to ensure accuracy, completeness, and timeliness, we do not guarantee the information provided on this Site.
  • All information is provided "as is" without warranty of any kind, express or implied.
  • SFS assumes no liability for errors, omissions, or reliance on the content provided.
04

Third-Party Content and Links

  • This Site may include links to third-party websites. These are provided for convenience only.
  • SFS does not control, endorse, or guarantee the accuracy, relevance, or completeness of third-party information and is not responsible for any loss or damages resulting from your use of such websites.
05

Intellectual Property

  • All content on this Site, including but not limited to text, graphics, logos, icons, images, and software, is the property of SFS or its licensors.
  • Unauthorized use, reproduction, or distribution is prohibited.
06

Limitation of Liability

To the fullest extent permitted by law, SFS, its affiliates, officers, employees, and agents disclaim all liability for any direct, indirect, incidental, consequential, or special damages arising out of or in connection with your use of this Site.

07

Indemnification

You agree to indemnify, defend, and hold harmless SFS, its affiliates, officers, employees, and agents from any claims, liabilities, losses, or expenses (including reasonable legal fees) arising from your use of the Site or violation of these Terms.

08

Privacy and Data Use

  • Use of this Site is also governed by our Privacy Policy.
  • By using the Site, you consent to the collection, use, and disclosure of information as described in that policy.
09

Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Florida and applicable federal laws. Any dispute shall be subject to the exclusive jurisdiction of the courts located in Florida.

10

Modifications

We may update or modify these Terms at any time without prior notice. Your continued use of the Site constitutes acceptance of any such modifications.

11

Contact Information

For questions about these Terms & Conditions, please contact us:

Signature Financial Solutions
1511 N Westshore Boulevard, Suite 1100
Tampa, FL 33607
Call 1-800-233-7542 Email ask@sfsfirm.com
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Disclosure

Please direct all questions to ask@sfsfirm.com.

Osaic Wealth Form CRS

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

  • We are registered to sell securities in all 50 US states.
  • We are licensed to sell insurance in all 50 US states.
  • Maps and some building imagery may be sourced with approval from Google Maps.
  • NextPhase™ is a retirement program offered exclusively through Osaic Inc., which owns our broker-dealer, Osaic Wealth.
  • MyStages® is a consumer wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard, Suite 1100
Tampa, FL 33607
Main Office: 813-287-8800  |  ask@sfsfirm.com

Check the background of your financial professional on FINRA's BrokerCheck  |  FINRA / SIPC

Get In Touch

Talk with a real person — about your plan, your practice, or anything in between.

1-800-233-7542Toll-free ask@sfsfirm.comEmail us anytime 1511 N Westshore BlvdSuite 1100, Tampa, FL 33607

Who We Serve

  • Pre-Retirees & Retirees
  • Investors
  • Business Owners
  • Public Employees (DROP)
  • CPAs & Strategic Partners
  • Families & Life Stages

Ways We Help

  • Retirement Planning
  • Financial Planning
  • Investing
  • Insuring
  • Tax Strategies
  • Protect & Grow

Specialty Services

  • Risk Analysis
  • Portfolio Analysis
  • Financial Coaching
  • Expert Financial Help
  • Self-Directed Brokerage
  • SmartVestor Pro

About

  • Our Firm
  • Founding Advisors
  • Leadership Team
  • Signature Financial Professionals
  • Office Locations

For Advisors & Partners

  • Join Signature Financial Solutions
  • CPA Solutions
  • Employer Retirement Plans

Resources

  • Resources Hub
  • Blog & Articles
  • Financial Calculators
  • Free Retirement Guide
  • Ask a Question
  • FAQ
  • Contact Us
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