Terms of Service
Effective Date: 08/25/2025
Welcome to Ascend Oasis Group LLC (“Ascend Oasis Group”, “we”, “our”, or “us”). These Terms of Service (“Terms”) govern your access to and use of our website (www.ascendoasisgroup.com), client portal, services, and communications. By using our site or services, you agree to these Terms.
1. Acceptance of Terms
By accessing or using our website, submitting forms, booking services, or engaging with our client portal, you agree to comply with and be legally bound by these Terms, along with our Privacy Policy.
If you do not agree to these Terms, do not use our website or services.
2. Services We Provide
Ascend Oasis Group offers financial service consulting and brokerage services, including but not limited to:
- Estate Planning & Wealth Transfer Strategy
- Business Formation & Entity Structuring
- Life Insurance & Annuity Solutions
- Debt Elimination & Credit Repair Consulting
- Online Notary Services via Proof.com
- Client Portal Access via Copilot
- CRM and communications via GoHighLevel
We reserve the right to update, modify, or discontinue services at any time, with or without notice.
3. Client Responsibilities
Clients agree to:
- Provide accurate and truthful information when submitting forms or applications
- Review and agree to any required disclosures, waivers, or engagement agreements
- Not misuse or attempt to gain unauthorized access to client portals or systems
- Comply with all applicable laws and regulations regarding financial, estate, or business matters
4. No Financial, Legal, or Tax Advice
While we provide access to financial tools, education, and licensed professionals, the content on our website and consultations does not constitute legal, tax, or investment advice unless explicitly stated. You are encouraged to consult your own licensed attorney, CPA, or financial advisor before making any decisions.
5. Use of Online Notary Services
We offer remote online notarization through a third-party platform, Proof.com. By using this service, you agree to their separate terms and conditions, available at proof.com/legal. Ascend Oasis Group is not liable for delays, failures, or outcomes resulting from third-party notary services.
6. Client Portal Access
Our client portal is hosted via Copilot (https://ascendoasisgroup.copilot.app). Access is limited to registered clients only. Portal access may be restricted, suspended, or revoked at our discretion for misuse or inactivity.
7. CRM & Communication
We use GoHighLevel as our CRM to manage client relationships and communications. Official correspondence may come from:
You are responsible for checking your email for important updates, billing, or portal access instructions.
8. Intellectual Property
All content on our site including logos, graphics, videos, forms, and copy is the property of Ascend Oasis Group and may not be copied, reproduced, or used for commercial purposes without our written permission.
9. Third-Party Links and Tools
Our website may contain links or integrations with third-party services such as GoHighLevel, Proof, Copilot, or payment gateways. We are not responsible for the privacy practices or terms of those third parties.
10. Limitation of Liability
To the fullest extent permitted by law, Ascend Oasis Group shall not be liable for any indirect, incidental, or consequential damages arising from your use of our website, services, or client portal.
11. Right to Refuse or Terminate Service
We reserve the right to refuse service to anyone for any reason at any time. We may suspend or terminate your access if we suspect any fraudulent behavior, misuse of services, or breach of these Terms.
12. Opt-Out & Privacy
You may opt out of promotional emails or marketing messages at any time by emailing us at:
📧 privacy@ascendoasisgroup.com
We honor all unsubscribe requests promptly in accordance with applicable laws.
13. Governing Law
These Terms are governed by the laws of the State of Florida, without regard to conflict of law principles.
14. Changes to These Terms
We may update these Terms from time to time. Updates will be posted here with a revised effective date. Continued use of the site after changes constitutes acceptance.
15. Contact Us
For questions, feedback, or formal inquiries, contact:
📧 clientservices@ascendoasisgroup.com
🌐 www.ascendoasisgroup.com