General service and results disclaimer

Important notice

Results may vary and past performance does not guarantee future outcomes.

The information on this site is not financial, legal, or tax advice. Please consult appropriate professionals for personalized guidance.

This website provides access to a subscription-based financial planning service for individuals seeking ongoing consultations and analytical plan reviews. All content is for informational purposes only and should not be considered a substitute for personalized professional advice.

General notice

Our service is designed to provide ongoing guidance, reviews, and consultations. We do not guarantee specific financial outcomes or promote any particular investment products. All advice is individualized, and results may differ for each client depending on personal circumstances and market conditions.

Limitations of liability

We make every effort to ensure the accuracy of the information provided; however, we do not accept liability for decisions made based on content or consultations from this website.

Information accuracy

All information is provided as accurately as possible, but may be subject to periodic updates or revisions. Users are encouraged to verify any details before making important decisions.

Professional consultation

Always consult with a licensed advisor, attorney, or accountant for matters requiring professional or legal expertise.

External resources

Links to third-party sites are provided for your convenience. We are not responsible for their content or accuracy, and inclusion does not imply endorsement.

No guarantee of specific outcomes

Individual results will vary, and no guarantee of financial improvement or success is provided by our service.

Financial planning service limitations

Our service focuses on ongoing consultations and analytical plan reviews, not investment product recommendations or sales.

Jurisdiction and applicability

This site and service operate under United States law and are intended for U.S. residents.

Indemnification

By using this site, you agree to indemnify and hold us harmless from any claims or damages related to your use of the service or website.

Severability

If any part of this disclaimer is found invalid, the remainder remains in effect.

Modifications

We reserve the right to update this disclaimer as needed. Please review it periodically for changes.

Contact information

For questions about this disclaimer or our services, please contact us using the details below.