- By accessing or using this website www.usballc.com , you agree to be bound by these Terms of Use and the policies contained throughout this Disclosure Summary page. If you do not accept these terms, you are not authorized to use the Website or any related services.
- The terms “you” and “your” refer to you individually and any entity you represent. United Success Business Advisors, LLC and their affiliates reserve the right to modify these Terms without notice, and continued use of the Website constitutes acceptance of any updated Terms.
- Last updated – February, 2026.
ABOUT US
- United Success Business Advisors, LLC and their affiliates are comprised of distinct legal entities that provide the following services:
- Investment advisory services – United Success LLC
- Tax advisory and preparation services – United Success Business Advisors LLC
- Bookkeeping and accounting services – United Success Business Advisors LLC
- Insurance consulting and placement services – United Success Insurance Services LLC
- Each entity operates independently and provides distinct services. Clients engaging with one entity are under no obligation, contractually or otherwise, to engage with any of the other affiliates of United Success Business Advisors, LLC and their affiliates. Any recommendation to utilize services across entities will be made solely based on the client’s best interests.
- United Success Business Advisors, LLC and their affiliates provide investment advisory and related services pursuant to applicable state and federal laws. We provide services to clients nationally and internationally, but only through a written agreement. United Success Business Advisors, LLC and their affiliates maintain all required registrations in jurisdictions where they conduct business or qualify for exemptions.
- For more information about our firm, please review our Disclosure Brochure, and for additional information regarding our data protection practices, please review our Privacy Policy.
RISK DISCLOSURE
- Investing involves risk, including the potential loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any particular investment strategy will achieve its intended results. Past performance is not indicative of future results.
- Asset allocation and diversification strategies are intended to manage risk but cannot guarantee a profit or protect against loss.
- Market commentary, articles, and materials published on this Website are based on sources believed to be reliable but are not guaranteed for accuracy or completeness.
- It remains the client’s responsibility to promptly notify United Success Business Advisors, LLC and their affiliates in writing of any changes to their financial situation, investment objectives, or restrictions that could affect the ongoing provision of services.
WEBSITE DATA PRACTICES
- While visiting this Website, United Success Business Advisors, LLC and their affiliates may collect limited technical data such as browser type, device information, and site usage through cookies and analytics tools. We do not track users across third-party websites for advertising purposes.
- If client intake forms or data portals are added to this Website in the future, any personally identifiable information submitted will be subject to our updated Privacy Policy.
- External links to third-party websites are provided for convenience only. United Success Business Advisors, LLC and their affiliates do not control or guarantee the content, security, or privacy practices of those sites.
EMAIL COMMUNICATION
- United Success Business Advisors, LLC and their affiliates communicate with clients and prospects through email and other electronic means. Clients are reminded not to send sensitive information via unsecured email channels. Secure file‑sharing options are available upon request.
- United Success Business Advisors, LLC and their affiliates do not accept trading instructions, money movement requests, or time‑sensitive financial transactions via email. Emails may be monitored by our Chief Compliance Officer and regulators as required.
- If you receive an email from United Success Business Advisors, LLC and their affiliates in error, please notify the sender and delete the email immediately.
SOCIAL MEDIA
- United Success Business Advisors, LLC and their affiliates may interact with clients, prospects, and the public via third‑party websites, including social media platforms. All such communications are considered advertising under applicable securities regulations and are subject to compliance review and recordkeeping.
- Information shared via social media is for informational and educational purposes only. No investment advice, recommendation, or advisory relationship is formed through social media channels.
REQUESTS & QUESTIONS
- If you would like copies of any documents, including Brochure Supplements for our advisory personnel, or would prefer to receive a printed version of any disclosure, please let us know. You can send your request or any questions about our policies, practices, or other content by clicking here”
- IRS Circular 230 disclosure and Disclaimers:
- Scope Limitation: “This advice is limited to the federal tax matters addressed herein. No opinion is expressed or implied on any other matters.”
- Reliance Limitation: “This advice is provided solely for the use of [Client] and may not be relied upon by any other person or for any other purpose.”
- Assumptions and Facts: “Our conclusions are based on the facts and assumptions provided to us. Any change or omission in these facts may affect our analysis.”
- No Penalty Protection (if applicable): “This advice is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.”
- No Legal or Accounting Advice (if applicable): “This advice does not constitute legal or accounting advice and should not be relied upon as such.”
- Encouragement to Seek Further Advice: “You should consult with your own legal or tax adviser before taking any action based on this advice.”
