TERMS & CONDITIONS
Terms & Conditions
Last updated: September 16, 2024
Welcome to Summit Wealth Strategies’ Terms and Conditions. By accessing or using our website, you agree to comply with and be bound by the following Terms and Conditions. Please read them carefully. If you do not agree to these terms, you may not use our website.
1. Introduction
Summit Wealth Strategies (“we,” “us,” or “our”) provides wealth management, income strategies, and retirement strategies services. The information on this website is for informational purposes only and should not be construed as financial, legal, or tax advice. By using our website, you agree to these Terms and Conditions and acknowledge that you are of legal age to enter into binding agreements.
2. Use of Website
You agree to use this website only for lawful purposes and in a manner that does not infringe on the rights of, or restrict the use of this website by, any third party. Any unauthorized use may give rise to a claim for damages or criminal offense.
3. Intellectual Property
All content, trademarks, logos, and other intellectual property displayed on this website are the property of Summit Wealth Strategies or its licensors, unless otherwise indicated. You may not reproduce, distribute, or create derivative works from this content without express written permission from Summit Wealth Strategies.
4. Disclaimer of Liability
The information provided on this website is for general guidance only. Summit Wealth Strategies makes no warranties regarding the accuracy, completeness, or suitability of this information for any particular purpose. You acknowledge that such information may contain inaccuracies or errors, and we expressly exclude liability for any such inaccuracies to the fullest extent permitted by law.
5. Investment Risk
Investing in financial markets carries risk. Summit Wealth Strategies does not guarantee any specific financial results or outcomes from our services. You are responsible for understanding and accepting the risks involved with any investment or financial strategy.
6. Third-Party Links
Our website may contain links to third-party websites. These links are provided for your convenience. Summit Wealth Strategies does not endorse or accept responsibility for the content of external websites. Your use of such third-party websites is at your own risk.
7. Privacy Policy
Your use of our website is also governed by our Privacy Policy. By using our website, you consent to the collection and use of your personal information as outlined in our Privacy Policy.
8. Changes to Terms
Summit Wealth Strategies reserves the right to modify these Terms and Conditions at any time. Any changes will be posted on this page with an updated revision date. Your continued use of the website after any modifications signifies your acceptance of the revised terms.
9. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions.
10. Contact Us
If you have any questions or concerns about these Terms and Conditions, please contact us at:
Summit Wealth Strategies
www.summitwealthstrategies.com
Phone: 877-831-4441
Email: Info@Summit-WS.com
By using this website, you agree to these Terms and Conditions.
DISCLOSURES
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Andy Duff, CA Insurance License # 0B87294. Keith Fedor, CA Insurance License # 0I92800. Kyle Bird, CA Insurance License # 4022874.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KY, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, Oh, OR, PA, SC, SD, TN, TX, UT, VA, WA
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. (26-LPL)