1. Introduction

Cox Legacy Advisors LLC provides consulting services aimed at senior transition planning, legacy coordination, and relocation management. This Refund Policy outlines the circumstances under which a refund may be issued for our services.

2. Service Agreements

All services are provided under a specific Service Agreement or Statement of Work (SOW) signed by the Client. The terms of that agreement govern the billing, payment, and refund terms for the specific services rendered.

3. General Policy

Due to the nature of our consulting services, which involve significant time allocation and resource planning, we generally do not offer refunds once a project has been initiated or a consultation session has been conducted.

4. Retainers and Advance Payments

If a Client pays a retainer or advance payment for a block of consulting hours or a specific project phase:

• Any unused portion of the retainer may be refundable, provided the Client provides a written cancellation notice.
• The refund will be calculated based on the hourly rate defined in the SOW, less any time spent on the project up to the cancellation date.
• No refunds will be issued for retainers that have been partially or fully utilized.

5. Cancellation of Services

• By Client: A Client may cancel services by providing written notice. Depending on the SOW, a cancellation fee may apply. Any refund will be calculated based on the work completed up to the cancellation date.
• By Company: We reserve the right to cancel or terminate services if the Client violates the Terms and Conditions or fails to pay fees. In such cases, no refund will be provided.

6. Consultation Fees

Consultation fees are non-refundable once the consultation has been conducted. If the consultation is canceled more than 24 hours in advance, the full consultation fee may be applied to future services.

7. Force Majeure

We are not responsible for delays or failures in performance resulting from acts beyond our control, including but not limited to acts of God, war, terrorism, labor strikes, or government regulations. No refunds will be issued for delays caused by such events.

8. Dispute Resolution

If a dispute arises regarding a refund, the Client agrees to contact us directly to resolve the matter in good faith. If we cannot resolve the dispute, it shall be submitted to binding arbitration in accordance with the rules of the American Arbitration Association, held in San Diego, California.

9. Process for Requesting a Refund

To request a refund, you must submit a written request to brian@coxlegacyadvisors.com detailing:

• Your name and contact information
• The date of the service purchase
• A description of the services provided
• The reason for the refund request

We will review the request and respond within 10 business days.

10. Limitation of Liability

In any event, the total liability of Cox Legacy Advisors LLC for any claim arising out of or relating to the services or this Refund Policy is limited to the total fees paid by the Client to us in the six months preceding the claim.

11. Jurisdiction

This Refund Policy is governed by the laws of the State of California. Any legal proceedings related to this Policy shall be initiated in the courts of San Diego County, California.

12. Modifications

We reserve the right to update or change this Refund Policy at any time. Any changes will be posted on this page with a new “Last Updated” date.

13. Contact Us

For questions or concerns regarding this Refund Policy, please contact us at brian@coxlegacyadvisors.com or call (619) 421-4684.

Mailing Address:
Cox Legacy Advisors LLC
891 Plaza Catalonia
Chula Vista, CA 91910