TERMS & CONDITIONS
Last Updated: [12/18/25]
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Welcome to the Secure Path Financial Planning website (“Website”). By accessing or using this Website, you agree to the following Terms & Conditions. Please read them carefully.
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1. Educational Purpose Only
The information provided on this Website is for general educational and informational purposes only. It is not intended to be, and should not be considered, tax, legal, or financial advice.
Any discussion related to retirement strategies, tax treatment, or insurance concepts is general in nature. Individual results may vary, and not all individuals qualify for all strategies or products.
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2. No Guarantees
Secure Path Financial Planning makes no guarantees regarding results, tax treatment, investment performance, or future outcomes. Tax laws and regulations are subject to change and may impact strategies discussed.
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3. No Client Relationship Created
Submitting your information through this Website or requesting information does not create a client, advisor, or fiduciary relationship. Any formal relationship will only be established through written agreement after a full review of your individual situation.
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4. Use of Information
By using this Website, you acknowledge that you are responsible for how you use the information provided. Secure Path Financial Planning is not responsible for decisions made based on information obtained from this Website without professional review.
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5. Third-Party Links
This Website may contain links to third-party websites for convenience or informational purposes. Secure Path Financial Planning does not control or endorse these sites and is not responsible for their content or privacy practices.
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6. Limitation of Liability
To the fullest extent permitted by law, Secure Path Financial Planning shall not be liable for any direct, indirect, incidental, or consequential damages resulting from the use or inability to use this Website or reliance on its content.
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7. Changes to These Terms
Secure Path Financial Planning reserves the right to update or modify these Terms & Conditions at any time without prior notice. Continued use of the Website constitutes acceptance of any changes.
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8. Governing Law
These Terms & Conditions shall be governed by and interpreted in accordance with the laws of the state in which Secure Path Financial Planning operates, without regard to conflict of law principles.
9. Contact Information
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If you have questions about these Terms & Conditions, please contact:
Smart Coverage Planning