Terms and Conditions

CRG Wealth Group Effective Date: September 1, 2026

Welcome to CRG Wealth Group ("Company," "we," "us," or "our"). These Terms and Conditions ("Terms") govern your access to and use of www.crgwealthgroup.com (the "Site") and any related services, content, or scheduling tools offered through the Site. By accessing or using the Site, you agree to be bound by these Terms. If you do not agree, please do not use the Site.

1. No Professional, Financial, or Insurance Advice

The content on this Site — including information about insurance and retirement products, financial planning, financial coaching, and the Financial Academy — is provided for general informational and educational purposes only. It does not constitute personalized financial, insurance, tax, investment, or legal advice.

Nothing on the Site should be construed as a specific recommendation, offer, or solicitation to buy or sell any insurance product, annuity, or financial product in any jurisdiction where such offer or solicitation would be unlawful. Any recommendations regarding specific products or strategies will only be made after a licensed representative has reviewed your individual circumstances directly with you, and any such recommendations are governed by separate applicable disclosures, applications, and licensed-producer requirements — not by this Site.

2. Licensing

Carlderone Green Sr. is a licensed insurance producer in the following states: South Carolina, North Carolina, Virginia, Pennsylvania, Georgia, Arizona, Missouri, Kansas, Ohio, Texas, and Florida. Insurance and retirement products offered through CRG Wealth Group are available only to residents of these states, subject to applicable state law. Contact through the Site does not guarantee that services are available in your state, and Site content should not be construed as an offer to sell insurance in any state where the offer or sale would be unlawful. Insurance products are subject to underwriting, carrier approval, and state availability.

3. No Guarantee of Results

Financial coaching, financial planning, and Financial Academy content are educational in nature. Past outcomes, testimonials, or illustrations shared on the Site are not a guarantee of future results. Your financial outcomes depend on your individual circumstances, market conditions, and product terms.

4. Scheduling and Consultations

The Site may link to a third-party scheduling tool (e.g., TidyCal) to book consultations. We are not responsible for the availability, security, or functionality of third-party scheduling platforms. Booking a consultation does not create a client relationship until confirmed directly with a CRG Wealth Group representative.

5. Third-Party Links

The Site may contain links to third-party websites or services not owned or controlled by CRG Wealth Group. We are not responsible for the content, privacy practices, or terms of any third-party sites.

6. Intellectual Property

All content on the Site — including text, graphics, logos, the CRG Wealth Group name and branding, and course materials associated with the Financial Academy — is the property of CRG Wealth Group or its licensors and is protected by copyright and trademark law. You may not reproduce, distribute, or create derivative works from Site content without prior written permission.

7. User Conduct

You agree not to:

  • Use the Site for any unlawful purpose;
  • Attempt to gain unauthorized access to the Site or its systems;
  • Misrepresent your identity or affiliation when submitting information through the Site;
  • Scrape, copy, or republish Site content without authorization.

8. Privacy

Your use of the Site is also governed by our Privacy Policy, which describes how we collect, use, and protect your personal information. [Link to Privacy Policy]

9. Disclaimer of Warranties

The Site is provided "as is" and "as available" without warranties of any kind, express or implied, including but not limited to accuracy, completeness, or fitness for a particular purpose. We do not warrant that the Site will be uninterrupted, secure, or error-free.

10. Limitation of Liability

To the fullest extent permitted by law, CRG Wealth Group and its founder, employees, and affiliates shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of the Site or reliance on any information contained on it.

11. Changes to These Terms

We may update these Terms from time to time. Continued use of the Site after changes are posted constitutes your acceptance of the revised Terms.

12. Governing Law

These Terms are governed by the laws of the State of South Carolina, without regard to conflict-of-law principles.

13. Contact Us

If you have questions about these Terms, please contact us at: CRG Wealth Group

(803)-596-1570.