Terms of Service for Wise Choice Planning LLC

Effective Date: July 17, 2024

  1. Acceptance of Terms

By accessing or using the website wischoiceplanning.com (the “Site”) and any services provided by Wise Choice Planning (“WCP”, “we”, “us”, or “our”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, please do not use our Site or services.

  1. Description of Services

WCP provides financial planning and asset protection services, including but not limited to retirement planning, estate planning, and investment advice. The specific services available may vary and are subject to change without notice.

  1. User Obligations

You agree to: a) Provide accurate, current, and complete information when using our services b) Maintain and update your information as necessary c) Use our services only for lawful purposes d) Not interfere with or disrupt the operation of the Site or services

  1. Intellectual Property

All content on the Site, including text, graphics, logos, and software, is the property of WCP or its content suppliers and is protected by copyright laws. You may not reproduce, modify, distribute, or republish any content from our Site without our prior written consent.

  1. Disclaimer of Warranties

Our services are provided on an “as is” and “as available” basis. WCP makes no warranties, expressed or implied, regarding the operation of the Site or the information, content, or materials included on the Site.

  1. Limitation of Liability

WCP shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising out of your use or inability to use our services.

  1. Third-Party Links

Our Site may contain links to third-party websites. WCP is not responsible for the content or practices of these websites and does not endorse or make any representations about them.

  1. Termination

We reserve the right to terminate or suspend your access to our services at our sole discretion, without notice, for any reason, including breach of these Terms.

  1. Governing Law

These Terms shall be governed by and construed in accordance with the laws of Washington State, without regard to its conflict of law provisions.

  1. Changes to Terms

We reserve the right to modify these Terms at any time. We will post the modified Terms on this page and update the “Effective Date” at the top. Your continued use of our services after any changes indicates your acceptance of the modified Terms.

  1. Financial Advice Disclaimer

The information provided on this Site and through our services is for general informational purposes only and should not be considered as personalized financial advice. We recommend consulting with a qualified financial advisor before making any financial decisions.

  1. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

  1. Contact Information

If you have any questions about these Terms, please contact us at:

hello@wisechoiceplanning.com

  1. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect and enforceable.

  1. Entire Agreement

These Terms constitute the entire agreement between you and WCP regarding the use of our services and supersede any prior agreements between you and WCP relating to your use of our services.

By using our Site and services, you acknowledge that you have read these Terms, understand them, and agree to be bound by them.