Disclaimer: Solution Financial Group LLC is an independent, virtually operated consulting services company. We are not a law firm, do not employ licensed attorneys, do not provide legal advice or opinions, and do not draft or prepare any legal documents. We are not a CPA nor provide any tax advice.
Estate Planning: We are an approved Advisor Partner of Trust & Will. Core trust and will documents are securely generated by the consumer utilizing the self-guided platform of Trust & Will. All documents available through our platform are sourced from established, professional legal compliance networks and have been designed and approved by independent estate planning attorneys to meet the highest legal standards and compliance.
Please note that as a 100% independent financial services company, we operate under our own internal corporate policies separate from our technology vendors. Because digital estate plans are instantly initialized, customized, and prepared for your unique legal requirements upon purchase, all sales are strictly final. NO REFUND, EXCHANGE, OR CREDIT are provided once payment is processed and digital document access is granted.
Data Privacy & Confidentiality: Solution Financial Group LLC respects your privacy and is committed to protecting your personal information. All client data, contact details, and financial intake information collected during consultation or onboarding remain strictly confidential. We maintain secure, encrypted data handling practices and do not sell, rent, or disclose client information to unauthorized third parties. Personal data is shared solely with our secure technology partner networks (e.g., Trust & Will, BlueNotary, or licensed insurance carriers) as necessary to fulfill your requested services.
Funding, Note & Settlement Liquidation Services: Solution Financial Group is an independent loan broker company that acts as a middleman between borrowers (individuals or businesses) and multiple potential lenders. We are not a direct lender, a licensed real estate brokerage, a securities broker-dealer, or a financial investment advisor. We do not fund loans or purchase assets directly; all capital deployment, note purchasing, and settlement underwriting decisions are executed at the sole discretion of our independent, licensed wholesale funding partners. Qualification and funding decisions is made by the funding source. Terms and conditions are subject to change without notice. Solution Financial Group LLC never charges upfront processing, application, or brokerage fees to consumers on this platform. All compensation is earned strictly via back-end marketing and originator referral fees paid directly by our institutional underwriting networks upon the formal execution and closing of a transaction.
Notary Service: All notarial services are executed in accordance with Florida's Notarial Services Act. All Remote Online Notarizations (RON) are executed in accordance with Chapter 117, Florida Statutes, to legally perform electronic notarizations nationwide via BlueNotary under strict Florida statutory notary guidelines. Compliance: To maintain absolute compliance with Florida Notary Statutes (§ 117.107(12)), we do not personally perform notarizations on documents in which Solution Financial Group, LLC has a commercial or financial interest. We leverage specialized, independent, and unaffiliated mobile notary or Remote Online Notarization (RON) networks in the client's state of execution to ensure legally uncompromised and valid document execution.
Standalone Service Self-Service Deed Transfer & eRecording Logistics: Solution Financial Group LLC is an independent consulting firm, not a law firm, and does not provide legal advice, draft legal documents, or employ licensed attorneys. Clients perform all data entry Pro Se, and county fees pass through at exact cost. We do not constitute legal property recording or title underwriting services.
Self-Directed Legal Documents: Solution Financial Group LLC offers blank legal templates drafted by an approved legal third-party vendor partner. We do not draft or prepare any documents nor provide any legal advice.
Non-Lawyer Document Preparation Services: Solution Financial Group, LLC and its staff are NOT attorneys, are not licensed to practice law in Florida or any other jurisdiction, and may NOT provide legal advice, give opinions about legal rights or remedies, or represent you in court. We cannot tell you what your legal rights or remedies are, cannot advise you how to testify in court, and cannot select which legal forms you should use. Our services are strictly clerical and administrative: we format and type information provided directly by you onto approved, standardized forms at your specific direction. If you require legal advice or representation, please consult an attorney licensed by the Florida Bar or your local state bar association.
Insurance & Service Contract Plan Notice: Insurance products are solicited and offered by Debora Joseph-Splatt, a licensed independent insurance agent, operating under Solution Financial Group LLC. We do not collect, hold, or process payments directly for carrier insurance policies. All plan applications, enrollments, and recurring payments are submitted and processed directly through secure, encrypted carrier portals. True Freedom plans are non-medical home care service contract memberships and are NOT insurance policies or long-term care insurance products.
CMS Required Medicare Disclaimer (TPMO Disclosure): "We do not offer every plan available in your area. Currently, we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
