Certified Stairway Advisor™ Disclosure
The Certified Stairway Advisor™ serves as a strategic coordinator—your financial “quarterback”—helping you stay informed, organized, and prepared as your needs evolve. While we provide educational resources, frameworks, and access to professional networks to support your financial goals, we do not provide tax planning, legal advice, investment advice, or estate planning services.
All tax-related strategies, trust planning, and legal structures discussed in your wealth-building plan must be implemented by qualified professionals, such as a licensed CPA or a trust and estate attorney. We collaborate with these experts when appropriate to ensure a seamless, informed process, but the ultimate guidance and execution of these services lie with those professionals.
At Stairway Mortgage, we connect homebuyers, homeowners, and investors with trusted professionals in real estate-related industries. While we vet and verify the professionals in our network based on their experience, reputation, and commitment to service, we do not guarantee the performance, pricing, or outcome of any services provided by our partners.
Key Disclosures
- Educational Purposes Only
The information provided is for educational purposes only. We are not registered investment advisors and do not provide specific investment recommendations. - Investment & Offering Limitations
We are not a 506(b) or 506(c) investment offering and do not sell or promote specific investment products. - Philanthropic Services
We are not a charitable organization and do not manage or administer philanthropic funds directly. - Real Estate Investment Risks
Real estate investments carry inherent risks, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial advisor, CPA, and attorney before making any investment or estate planning decisions. - Professional Affiliations & Compensation
Our network includes both independent service providers and professionals affiliated with Stairway Mortgage, A Division of NEXA Mortgage LLC. Some Realtors, mortgage professionals, title companies, or other service providers may be dual employees of NEXA Mortgage LLC and may receive compensation if you choose to work with them. - No Compensation for Introductions
We do not receive compensation for making introductions to local experts. Any referral provided is based on our effort to connect consumers with experienced and vetted professionals based on their industry experience, credentials, and customer reviews. - Free Connection Services
We do not charge consumers for being connected to professionals in our network. - RESPA Compliance
In accordance with the Real Estate Settlement Procedures Act (RESPA) (12 U.S.C. § 2601 et seq.), any affiliated business relationship will be fully disclosed in writing via an Affiliated Business Arrangement Disclosure (ABA) at the time of your loan disclosures when pursuing a mortgage transaction. - No Endorsement or Liability
While we strive to recommend reliable, experienced professionals, all agreements and transactions are strictly between you and the service provider. Stairway Mortgage is not liable for any actions, services, or outcomes resulting from these connections. - Consumer Due Diligence
We encourage all consumers to conduct their own due diligence before entering into an agreement with any professional. You are not obligated to use any affiliated service provider and are free to seek services from providers of your choice.
No Legal, Financial, or Tax Advice
The information provided is for informational purposes only and should not be considered legal, financial, or tax advice. Always consult with a licensed professional for personalized recommendations.
Acknowledgment
By using our ‘Find a Local Partner’ service, you acknowledge and agree that Stairway Mortgage is providing an introduction to professionals and is not responsible for any decisions, transactions, or outcomes resulting from working with them.