Disclosures

Effective Date: July 10, 2026
Thank you for visiting the Savy Financial Group, Inc. (“Savy Financial Group,” “we,” “our,” or “us”) website.
The information provided on this website is intended solely for general informational and educational purposes. By accessing or using this website, you acknowledge and agree to the following disclosures.

1. Professional Services

Savy Financial Group provides financial planning, tax planning, tax preparation, bookkeeping, payroll, accounting, and other financial consulting services.

The scope of services provided to any client is governed exclusively by the terms of a separate written engagement agreement executed between the client and Savy Financial Group.

Nothing contained on this website modifies or expands the terms of any client engagement.

2. Informational Purposes Only

The information contained on this website is general in nature and is not intended to constitute individualized financial, tax, accounting, legal, insurance, or other professional advice.

Because every individual’s financial situation is unique, decisions should not be made solely on the basis of information presented on this website.

3. No Client Relationship

Accessing this website, contacting our office, submitting an online inquiry, scheduling a consultation, or communicating with us electronically does not establish a client relationship.

A professional relationship with Savy Financial Group is established only after both parties execute a written engagement agreement.

4. No Investment Advisory Services

Savy Financial Group does not provide investment advisory services through this website.

If you are interested in investment advisory services, you will be directed to the separate website of Savy Wealth Advisors, Inc., where those services are described and governed under a separate advisory relationship.

5. No Guarantees

Financial planning, tax planning, accounting, and related services involve estimates, assumptions, changing laws, and circumstances beyond our control.

Accordingly, Savy Financial Group does not guarantee any specific financial, tax, business, or other outcome.

Past results should not be interpreted as an indication of future success.

6. Accuracy of Information

We make reasonable efforts to maintain accurate and current information on this website.

However, laws, tax regulations, financial markets, and business conditions change frequently. We make no representation or warranty that all information contained on this website is complete, accurate, or current at all times.

Website content may be updated without prior notice.

7. Third-Party Websites

This website may contain links to third-party websites for your convenience.

Savy Financial Group does not control or endorse the content, security, availability, or privacy practices of any third-party website and assumes no responsibility for information contained on those websites.

8. Electronic Communications

Email and other electronic communications may not always be secure.

Please do not transmit confidential personal, financial, tax, or other sensitive information electronically unless we have instructed you to use a secure communication method.

9. Testimonials

Any testimonials or endorsements appearing on this website reflect the individual experiences and opinions of those providing them.

Individual experiences vary, and testimonials should not be interpreted as a guarantee that other clients will achieve similar results.

10. Copyright

Unless otherwise noted, all website content, including text, graphics, logos, images, and other materials, is the property of Savy Financial Group, Inc. and may not be reproduced, distributed, or used without prior written permission, except as permitted by applicable law.

11. Contact Information

If you have questions regarding these Disclosures, please contact:

Savy Financial Group, Inc.Email: info@savyfinancialgroup.com
Phone: (858) 247-0958