Terms of Service

By using WealthPlanningOnline.com (“the Site”), you agree to the following terms and conditions.

Use of the Website

The information on this Site is for general educational purposes only and should not be considered personalized financial advice.
Scheduling a consultation does not create an advisory relationship until a formal agreement is signed.

No Guarantees

Financial planning involves risk. We do not guarantee investment performance, returns, or future outcomes.

Accuracy of Information

We strive to provide accurate and up‑to‑date information, but we cannot guarantee that all content is error‑free or complete.

Links to Third‑Party Sites

Our Site may include links to external websites (such as scheduling tools). We are not responsible for the content or privacy practices of those sites.

Intellectual Property

All content on this Site is the property of WealthPlanningOnline.com and may not be copied or distributed without permission.

Changes to These Terms

We may update these Terms from time to time. Continued use of the Site means you accept the updated terms.

Contact Us

For questions about these Terms, please contact:
contact@wealthplanningonline.com