Legal

Terms & Conditions

The terms that govern use of this website and engagement with Goal Based Financial.

Last updated: October 2026

1. Acceptance

By accessing this website or submitting a request, you agree to these Terms & Conditions. If you do not agree, please do not use the website.

2. Website Information

Website content is provided for general informational purposes. Information displayed on this website should not be treated as a guarantee of approval, a binding offer, individualized investment advice, legal advice or tax advice unless expressly provided under a separate written agreement.

3. Services and Eligibility

Specific loans, insurance products, investment services and other financial services are subject to eligibility, availability, underwriting, licensing, applicable laws and separate agreements. Submission of a form does not create an obligation to approve or provide a service.

4. Applications and Accuracy

You agree to provide information that is accurate, complete and current. You are responsible for reviewing information before submission and for promptly notifying us of material changes that could affect a request or engagement.

5. Financial and Investment Risk

Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. Any financial decision should consider your objectives, time horizon, risk tolerance and applicable professional advice.

6. Third-Party Providers

Some services may involve independent lenders, insurers, custodians, technology providers or other third parties. Their products and terms may be governed by separate agreements and privacy policies.

7. Communications

By requesting information, you may receive service-related communications. Marketing communications will provide an appropriate unsubscribe mechanism where required by law.

8. Intellectual Property

Unless otherwise stated, website text, graphics, logos, layouts and other materials are owned by or licensed to Goal Based Financial and may not be copied, modified or redistributed without permission.

9. Prohibited Use

You may not use the website for unlawful purposes, attempt unauthorized access, interfere with site operation, submit malicious code, or misrepresent your identity or authority.

10. Disclaimers

The website is provided on an “as available” basis. We make reasonable efforts to keep information current but do not warrant that every page will always be complete, accurate, uninterrupted or error-free.

11. Limitation of Liability

To the extent permitted by applicable law, Goal Based Financial will not be liable for indirect, incidental, special or consequential damages arising from use of the website or reliance on general website information. Specific client engagements may be governed by separate written agreements.

12. Changes to These Terms

We may update these terms from time to time. Continued use of the website after an update indicates acceptance of the revised terms to the extent permitted by law.

13. Contact

Goal Based Financial
103 Lestin Rd, Slidell, Louisiana 70460, USA
Phone: (985) 201-7688
Email: info@goalbasedfinancial.info