MoneyWise provides comprehensive financial services, including tax planning, retirement planning, estate planning, corporate tax assistance, and other related financial advisory services (“Services”). Our services are designed to help individuals and businesses manage their finances effectively.
By using our Services, you agree to:
In exchange for the Services, you agree to pay any applicable fees. All fees are subject to change, and you will be notified of any changes in advance. Payments are due according to the terms outlined in your agreement with MoneyWise. Failure to make timely payments may result in the suspension or termination of services.
MoneyWise values your privacy and is committed to protecting your personal and financial information. We will not disclose your personal data to third parties except as required by law or as necessary to provide our services. We maintain strict security protocols to safeguard your data.
To the fullest extent permitted by law, MoneyWise will not be held liable for any direct, indirect, incidental, special, or consequential damages resulting from the use or inability to use our services. You agree that your use of our services is at your own risk.
MoneyWise reserves the right to terminate or suspend services at any time without prior notice if you violate any of these Terms or if we are unable to provide services for any reason. You may also terminate our services by providing written notice, subject to any outstanding payments owed to MoneyWise.
All content, trademarks, logos, and materials provided by MoneyWise are the property of MoneyWise and are protected by intellectual property laws. You agree not to use, reproduce, or distribute any content from our services without prior written consent.
You agree to indemnify, defend, and hold harmless MoneyWise, its affiliates, officers, employees, and agents from any claims, damages, liabilities, and expenses arising from your use of our services or any violation of these Terms.
MoneyWise reserves the right to update or modify these Terms at any time. You will be notified of any significant changes, and your continued use of our services constitutes acceptance of the revised Terms.
These Terms shall be governed by and construed in accordance with the laws of the state of [Insert State], without regard to its conflict of laws principles. Any legal action or proceeding related to these Terms shall be brought exclusively in the courts.