Terms and Conditions
Services: SimpliWealth offers financial planning, investment management, and related services to its clients. Our services are designed to help clients achieve their financial goals, but we cannot guarantee any specific results.
Fees: Our fees for services are based on the level of service provided and are disclosed to clients in advance. Clients are responsible for paying our fees in a timely manner.
Confidentiality: We respect our clients' privacy and maintain strict confidentiality with respect to all client information, unless required by law or as necessary to provide our services. We do not disclose client information to third parties without our clients' consent.
Investment Risks: Investing involves risk, including the possible loss of principal. We cannot guarantee the performance of any investment, and clients should be aware of the risks associated with investing.
Client Responsibilities: Clients are responsible for providing accurate and complete information to SimpliWealth and for making their own investment decisions. Clients should review all investment recommendations and consult with their own tax and legal advisors before making any investment decisions.
Termination: Either party may terminate the agreement at any time for any reason. If the agreement is terminated, clients are responsible for paying all fees due for services rendered up to the termination date.
Governing Law: These terms and conditions are governed by and construed in accordance with the laws of the state where SimpliWealth is located. Any disputes arising from these terms and conditions will be resolved in accordance with the applicable laws.
These terms and conditions are intended to protect both SimpliWealth and our clients and to ensure that our services are delivered in a professional and ethical manner. By engaging our services, clients agree to these terms and conditions.