Terms of Service

By accessing our websites, submitting a form, or scheduling an appointment with Matteson Group LLC, you agree to the following Terms of Service.


Services Provided

We provide educational and informational services related to:

  • Social Security claiming considerations

  • Insurance options

  • Retirement and income planning topics

Services may include introductory consultations, educational discussions, and paid analysis sessions.


Educational Nature of Services

All information provided is educational in nature and should not be considered:

  • Legal advice

  • Tax advice

  • Guaranteed financial outcomes

We do not represent or act on behalf of the Social Security Administration or any government agency.


No Guarantees

We do not guarantee specific results, benefits, savings, or outcomes.
Individual results vary based on personal circumstances.


Appointments & Scheduling

  • Appointments may require confirmation

  • Unconfirmed appointments may be canceled

  • Appointments may be rescheduled subject to availability

Failure to attend a scheduled appointment without notice may result in cancellation of future booking privileges.


Paid Services

Some services may require payment, which will be clearly disclosed prior to purchase.

Fees for paid services are non-refundable unless otherwise stated in writing.


Communications Consent

By providing your contact information, you consent to receive communications from us via:

  • Phone

  • Email

  • Text message

You may opt out of text messages by replying STOP and opt out of emails using the unsubscribe link provided.


Limitation of Liability

We are not responsible for decisions made based on information provided through our services or websites.

You agree that Matteson Group LLC is not liable for any direct or indirect damages resulting from the use of our services or information.


Third-Party Services

We may reference or discuss third-party products or services.
We are not responsible for the performance or outcomes of third-party providers.


Changes to Terms

We reserve the right to update these Terms of Service at any time.
Changes will be effective upon posting.


Governing Law

These terms are governed by applicable laws in the United States.


Contact Information

Matteson Group LLC
Phone: 702-605-6038