Disclaimers

Current Version: March 19, 2026

This Disclaimers page (the “Disclaimers”) is provided by MaxWealth, LLC, doing business as Military Retirement Planning Academy (“MaxWealth,” “Military Retirement Planning Academy,” “we,” “us,” or “our”) in connection with your use of the website located at https://militaryretirementplanningacademy.com (the “Site”) and any content or programs made available through the Site.

These Disclaimers supplement, and are incorporated by reference into, our Terms of Use. By accessing or using the Site, you acknowledge that you have read, understood, and agree to these Disclaimers in addition to our Terms of Use and Privacy Policy.

1. Educational and Informational Purposes Only

All content made available on or through the Site—including, without limitation, articles, blog posts, videos, webinars, podcasts, tools, checklists, templates, downloadable materials, courses, and coaching-related content (collectively, the “Content”)—is provided solely for general educational and informational purposes.

Nothing on the Site, in the Content, or in any group or individual coaching program should be construed as personalized financial, investment, insurance, legal, tax, or accounting advice, or as a recommendation regarding any specific security, strategy, or product.

You are solely responsible for determining whether any information, concept, or strategy is appropriate for your particular situation and for seeking professional advice as needed.

2. No Financial, Investment, Insurance, Legal, or Tax Advice

Although Trevor Maxwell (the “Principal”) is licensed as an independent life insurance and annuities agent, and is an Investment Advisor Representative through Cape Investment Advisory, Inc., a Registered Investment Adviser, the Site itself does not provide individualized financial, investment, insurance, legal, or tax advice.

Any references to financial planning, investments, insurance products, retirement strategies, or related topics are made in a general, educational context only and are not tailored to the circumstances of any particular individual.

You should consult directly with a qualified financial professional, insurance professional, tax advisor, or attorney who can consider your personal situation, objectives, risk tolerance, and needs before implementing any strategy or making any decision.

Your use of the Site and Content does not create any client, advisory, fiduciary, or other professional relationship between you and MaxWealth, the Principal, or any affiliated entity.

3. Coaching and Programs Are Not Advisory Services

Any group coaching, individual coaching, courses, workshops, or similar programs described on or accessed through the Site (collectively, “Coaching”) are educational and developmental in nature.

Coaching is intended to help you improve knowledge, behaviors, and decision-making frameworks. It is not a substitute for personalized financial planning, investment advisory services, or insurance brokerage services, and does not include:

-Recommending, buying, or selling specific securities or other investments on your behalf

-Providing individualized asset allocation, portfolio management, or ongoing monitoring of your investments

-Placing, binding, or servicing insurance policies on your behalf (unless and until you enter a separate engagement for such services)

Any separate financial planning, investment advisory, or insurance services will be provided only pursuant to a distinct written agreement and only where the Principal and/or MaxWealth are appropriately licensed or registered.

4. No Guarantee of Results or Performance

Past performance, case studies, testimonials, or examples referenced on the Site or in the Content are illustrative only. They do not guarantee or predict any future results or outcomes.

Financial markets, interest rates, tax laws, and personal circumstances can change over time. There can be no assurance that any strategy or concept discussed will be successful, suitable, or profitable for you, or that it will achieve your objectives.

Your financial decisions and results are solely your responsibility, and you agree that MaxWealth, LLC and the Principal are not liable for any outcomes arising from your use of the Site, the Content, or Coaching.

5. No Offer or Solicitation; Licensing and Jurisdiction

References to insurance products, annuities, investment advisory services, or other regulated activities are directed only to persons located in jurisdictions where the Principal and/or MaxWealth, LLC (or their affiliated entities) are properly licensed, registered, or exempt from registration.

Nothing on the Site or in the Content should be construed as:

-An offer to sell or solicitation to buy any security or insurance product; or

-A recommendation that any particular security, insurance product, or strategy is suitable for any specific individual.

If you have questions about whether we may lawfully provide services to you in your jurisdiction, you should contact us directly before relying on any information presented on the Site.

6. Accuracy and Completeness; No Warranties

While we make reasonable efforts to provide accurate and current information, we do not guarantee that the Site or the Content is complete, accurate, up to date, or error-free.

All information is provided on an “as is” and “as available” basis, without any representations or warranties of any kind, whether express, implied, or statutory, including, without limitation, implied warranties of accuracy, completeness, merchantability, fitness for a particular purpose, and non-infringement.

You are responsible for verifying any information before relying upon it and for consulting with appropriate professionals as needed.

7. Third-Party Content and Links

The Site may reference or link to third-party websites, tools, calculators, articles, or other resources that are not owned or controlled by MaxWealth.

These references and links are provided solely for convenience and informational purposes and do not constitute an endorsement, approval, or recommendation of any third party, its products, services, or opinions.

We do not control and are not responsible for the accuracy, completeness, or reliability of any third-party content, and your use of such content is at your own risk.

8. Testimonials and Endorsements

From time to time, the Site or our materials may include testimonials, reviews, or endorsements from clients or participants in Coaching or other programs.

These statements reflect the experiences of specific individuals and are not intended to represent or guarantee that current or future clients will achieve the same or similar results. Individual results vary based on numerous factors, many of which are outside our control.

Testimonials may be edited for clarity or length but are otherwise presented in substance as provided.

9. Tax and Legal Matters

We are not engaged in the practice of law or public accounting, and nothing on the Site or in the Content should be interpreted as legal or tax advice.

Tax laws and regulations are complex and subject to change. You should consult your own qualified tax advisor or attorney regarding your specific tax and legal situation, including the tax treatment of any insurance or investment strategies.

10. No Reliance; Independent Verification

You agree that you will not rely solely on the Site, the Content, or Coaching in making any financial, investment, insurance, tax, or legal decisions.

You are expected to perform your own due diligence and to consult with qualified professionals before acting on any information obtained from the Site or from MaxWealth, LLC.

By using the Site, you acknowledge and agree that any reliance on the Site, the Content, or Coaching is at your own risk.

11. Contact Us

If you have any questions about these Disclaimers or about the Site generally, you may contact: [email protected]

-MaxWealth, LLC d/b/a Military Retirement Planning Academy

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