Please read these terms carefully. By using our financial planning services and website, you agree to be bound by these terms and conditions.
By accessing or using RetireSharp's website and financial planning services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.
These terms constitute a legally binding agreement between you and RetireSharp regarding your use of our services and website.
As a registered investment advisor, we are legally bound to act as a fiduciary, meaning we must always act in your best interest when providing investment advice.
SEC Registered Investment Advisor
To provide you with the best possible service, we require your cooperation and adherence to certain responsibilities:
To the maximum extent permitted by law, RetireSharp's liability for any claims arising from our services is limited as follows:
Our total liability shall not exceed the fees paid by you for our services in the 12 months preceding the claim.
We shall not be liable for indirect, incidental, consequential, or punitive damages, including lost profits or investment losses beyond our direct control.
All website content, including text, graphics, logos, and software, is owned by RetireSharp and protected by copyright and trademark laws.
Our proprietary calculators and planning tools are licensed for your personal use only and may not be reproduced or distributed.
You retain ownership of personal information and data you provide. By using our services, you grant us permission to use this information to provide financial planning services.
Some content may be provided by third parties. We respect intellectual property rights and expect users to do the same.
These terms are governed by federal securities laws and the laws of the state where our primary office is located.
RetireSharp is regulated by the Securities and Exchange Commission (SEC) as a registered investment advisor.
Our Form ADV and other regulatory disclosures are available upon request and contain important information about our services, fees, and conflicts of interest.
If you have questions about these Terms of Service or need clarification on any provisions, our team is available to help.
We reserve the right to modify these Terms of Service at any time. Material changes will be communicated to active clients via email at least 30 days before taking effect. Continued use of our services after changes indicates acceptance of the modified terms. We encourage you to review these terms periodically.