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Terms & Conditions
Last updated: [DATE]
Agreement
By using this site you agree to these terms. If you don't agree, please don't use the site.
What this site is
This site provides general educational information about taxes and retirement planning and lets you apply for a consultation. Using it does not create a professional, advisory, or fiduciary relationship.
No advice
Nothing here is tax, legal, investment, or financial advice. See our full disclaimer.
No guarantees
We make no promise of any particular result, tax saving, or financial outcome. [MIRROR WHATEVER THE OFFER ACTUALLY PROMISES — including any money-back terms, once those are finalised.]
Applications
Submitting an application does not guarantee we will contact you or agree to work with you. We may decline any application for any reason. Information you give us must be accurate.
Intellectual property
All content on this site is owned by [BUSINESS NAME] and may not be reproduced without permission.
Limitation of liability
[ATTORNEY TO DRAFT.]
Governing law
[STATE.]
Contact
[BUSINESS NAME]
[ADDRESS]
[EMAIL]