Effective Date: August 1, 2026
By accessing this website, you agree to these Terms of Use.
Educational Purpose
The information provided on this website is intended solely for educational and informational purposes. Nothing contained on this website constitutes personalized financial, investment, tax, legal, insurance, or accounting advice.
No Professional Relationship
Viewing this website, downloading materials, submitting forms, attending educational events, or communicating with Planning Affiliates LLC does not establish an investment advisory, financial planning, insurance, fiduciary, or client relationship.
Professional services are provided only pursuant to separate written agreements where applicable.
No Guarantees
Financial planning involves uncertainty. Past performance does not guarantee future results, and no representation is made that any planning strategy or financial decision will achieve a particular outcome.
Intellectual Property
Unless otherwise noted, all website content, including text, graphics, educational materials, logos, trademarks, and downloadable resources, is the property of Planning Affiliates LLC and may not be reproduced without prior written permission.
Third-Party Links
Links to third-party websites are provided solely as a convenience. Planning Affiliates LLC does not endorse or control third-party content and assumes no responsibility for its accuracy or availability.
Website Availability
Planning Affiliates LLC makes reasonable efforts to maintain this website but does not guarantee uninterrupted access or freedom from errors or viruses.
Limitation of Liability
To the fullest extent permitted by law, Planning Affiliates LLC shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from the use of this website or reliance upon information presented.
Governing Law
These Terms of Use shall be governed by the laws of the state in which Planning Affiliates LLC principally conducts business, without regard to conflict of law principles.
Planning Affiliates LLC reserves the right to update these Terms of Use at any time by posting revised terms on this website.