We provide personalized financial consulting services tailored to the unique needs and circumstances of each client. Our services include financial planning, investment advisory, and wealth management strategies. Clients are responsible for providing accurate and complete information for financial planning purposes.
Clients are responsible for providing accurate and complete information necessary for financial planning and compliance. It is the client’s responsibility to ensure that all information provided to us is truthful and up-to-date. Clients must comply with all applicable financial laws and regulations in their jurisdiction. Any failure to provide accurate information may result in delays or errors in the provision of our services. We reserve the right to refuse service to any client who fails to comply with their responsibilities.
We are committed to protecting the privacy and confidentiality of client information. We collect and use client information solely for the purpose of providing financial consulting services. We do not disclose client information to third parties without the client’s express consent. We implement appropriate security measures to protect client information from unauthorized access or disclosure.
We maintain strict confidentiality of all client information provided to us. Client information is used solely for the purpose of providing financial consulting services. We do not disclose client information to third parties without the client’s express consent. We implement appropriate security measures to protect client information from unauthorized access or disclosure.
We are not liable for any loss or damage incurred as a result of the use of our services. Our liability is limited to the extent permitted by law. We do not guarantee the accuracy or completeness of any information provided as part of our services. Clients are responsible for verifying the accuracy of any information provided to us. We are not liable for any indirect, consequential, or incidental damages arising from the use of our services.
Either party may terminate the agreement at any time by providing written notice to the other party. Termination of the agreement does not relieve the client of any obligations incurred prior to termination. We reserve the right to terminate the agreement if the client fails to comply with their obligations. Upon termination, any outstanding fees or payments owed to us become immediately due and payable.
Any disputes arising from or relating to these terms will be resolved through arbitration. Arbitration will be conducted in accordance with the rules and procedures. The decision of the arbitrator will be final and binding on both parties. Each party will bear their own costs associated with arbitration. If arbitration is not successful, disputes will be resolved through litigation in the courts.
Clients are responsible for complying with all applicable laws and regulations in their jurisdiction. We do not provide services to clients engaged in illegal or prohibited activities.
We are committed to protecting the privacy and security of client information. We implement appropriate technical and organizational measures to protect client data from unauthorized access, disclosure, alteration, or destruction. Clients have the right to access, correct, or delete their personal information held by us.
We may communicate with clients via email, phone, or other electronic means. By providing contact information, clients consent to receiving communications from us. If you have any questions about communication preferences, please contact us for assistance.
These terms constitute the entire agreement between the parties with respect to the subject matter herein. Any waiver or modification of these terms must be in writing and signed by both parties. If any provision of these terms is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.