Disclosures
Please read the following important information about The May Financial Group and this website. Last updated: July 2026.
General Information
The content on this website is provided by The May Financial Group LLC for general informational and educational purposes only. It is not professional advice, and your use of this website does not create any professional, advisory, or fiduciary relationship between you and The May Financial Group LLC. While we work to keep the information current and accurate, The May Financial Group LLC makes no representations or warranties about the completeness, accuracy, or reliability of the content, and you rely on it at your own risk.
Financial Information Is Not Advice
The May Financial Group LLC is not a registered investment adviser or broker-dealer. Any financial information on this site is general and educational and is not personalized investment, legal, or tax advice. Before acting on any information, consult a qualified professional about your specific situation.
Tax Services
Tax preparation and planning services are provided based on the information you supply, and you remain responsible for the accuracy and completeness of that information. Tax outcomes depend on your individual circumstances and on federal, state, and local law, which change over time. Nothing on this site guarantees any particular refund, deduction, credit, or tax result, and nothing here is legal advice.
Bookkeeping Services
Bookkeeping services organize and maintain financial records based on the documents and information you provide. They do not constitute an audit, review, attestation, or assurance engagement, and they are not a substitute for the services of a licensed CPA where those services are required.
Financial Coaching
Financial coaching is educational and informational. It is intended to help you understand your options and build sound financial habits. It does not create a fiduciary or advisory relationship and is not personalized financial, investment, legal, or tax advice.
Market Research Is Not Investment Advice
Asset Intelligence is an educational research and analytics platform. It does not provide personalized investment advice, and The May Financial Group LLC is not a registered investment adviser or broker-dealer. Nothing it produces is a recommendation or solicitation to buy or sell any security or other financial instrument. Trading and investing involve substantial risk of loss and are not suitable for everyone. Any tracked, past, or hypothetical performance is not a guarantee of future results. You are solely responsible for your own decisions and for any trades you place through your own brokerage accounts.
No Guarantee of Results
Every client's situation is different. The May Financial Group LLC does not promise or guarantee any specific outcome, result, savings, or return from the use of this website or from any service. Examples and general information describe possibilities, not assurances.
Testimonials and Reviews
Testimonials and reviews reflect the individual experiences of the people who provided them. They are not a guarantee that you will achieve the same or similar results, and results are not typical. Reviews may be displayed as provided by third-party platforms.
Third-Party Links and Content
This website may link to third-party websites, tools, or content that The May Financial Group LLC does not own or control. Those links are provided for convenience only and are not an endorsement. The May Financial Group LLC is not responsible for the content, accuracy, privacy practices, or services of any third party.
Intellectual Property
The The May Financial Group name, logo, and the content, design, and materials on this website are the property of The May Financial Group LLC or its licensors and are protected by applicable intellectual property laws. You may not copy, reproduce, or use them without prior written permission.
Privacy
The May Financial Group LLC collects the information you submit through forms on this website, such as your name, email, phone number, and message, in order to respond to you and provide the services you request. We do not sell your personal information. To ask what information we hold, or to request that it be corrected or deleted, contact [email protected]. A full privacy policy is available on request.
Mobile Information Privacy
Mobile phone numbers and text messaging consent collected by The May Financial Group LLC are never sold, rented, or shared with third parties or affiliates for their own marketing or promotional purposes. We share this information only with the service providers that help us deliver the messages you asked for, such as our messaging platform and customer support tools, and only so they can perform that work for us. Text messaging originator opt-in data and consent are excluded from every other kind of sharing described in these disclosures.
Text Messages and Phone Calls
By submitting a form on this website, or through a lead form we run on a third-party platform, and providing your phone number, you give your electronic signature and your express written consent to receive calls and text messages from The May Financial Group LLC and the service providers acting on our behalf, at the number you provide. This includes calls and messages placed with an automatic telephone dialing system or a prerecorded or artificial voice, for non-emergency informational, customer service, billing, appointment, marketing, and advertising purposes, under the Telephone Consumer Protection Act. You are not required to give this consent as a condition of buying any property, goods, or services. Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out, or HELP for help. You may also revoke consent at any time, or tell us your contact information has changed, by emailing [email protected]. Carriers are not liable for delayed or undelivered messages.
Governing Law
These disclosures and your use of this website are governed by the laws of Texas, without regard to its conflict-of-laws rules.
Changes to These Disclosures
The May Financial Group LLC may update these disclosures from time to time. Changes take effect when posted to this website. Your continued use of the website after a change means you accept the updated disclosures.
Contact Us
Questions about these disclosures? Contact [email protected].