Terms and Conditions – Leverage Planners
Effective Date: April 23, 2025
Welcome to the Leverage Planners website. These Terms and Conditions (“Terms of Use”) govern your access to and use of our website and related services (“Service”). By using our site, you agree to be bound by these Terms. If you do not agree, please discontinue use immediately.
1. Ownership and Intellectual Property
All information available through this website is the property of Leverage Planners (the “Company”) or its information providers and is protected by U.S. and international copyright and intellectual property laws. All rights reserved.
You may not reproduce, retransmit, disseminate, sell, publish, broadcast, or use the information in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of Leverage Planners or its licensors. You may use the information for personal, non-commercial use only.
You may download, print, and store selected portions of the content provided that you:
- Do not post the content on any networked computer or distribute it in any media
- Do not alter or modify the content or remove any copyright or trademark notice
No right, title, or interest in any content is transferred to you through downloading or copying. Leverage Planners retains full ownership and intellectual property rights.
2. Permissible Use
You may not:
- Use the site to distribute unlawful, harmful, or misleading material
- Interfere with the website’s operation or security
- Modify, alter, reverse-engineer, or damage any website infrastructure or content
3. Program Participation (SMS Terms)
Program Description: By opting into our SMS program, you agree to receive text messages from Leverage Planners regarding retirement planning services, educational resources, or upcoming appointments.
Message Frequency: Message frequency may vary. You may receive periodic reminders, alerts, or updates as needed.
Cost Disclosure: Standard message and data rates may apply. Please check with your mobile provider for details.
Opt-Out Instructions: You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP.
Customer Care: For assistance, contact our customer care team at Info@LeveragePlanners.com or (425) 223-4520.
Legal Disclaimers: By participating, you agree to these Terms and our Privacy Policy. We reserve the right to modify these terms at any time without prior notice.
Links: For more information, please visit our Privacy Policy and Terms and Conditions.
4. Legal and Geographic Limitations
This website is not intended for use in jurisdictions where distribution would violate law or require registration. Nothing on this site constitutes a solicitation or offer to buy or sell securities or financial products where unlawful.
5. Disclaimer of Warranties
This website and all content are provided “as is” without warranties of any kind. Leverage Planners makes no representations or guarantees regarding the accuracy, reliability, or availability of the site. We disclaim all warranties, express or implied, including merchantability and fitness for a particular purpose.
We reserve the right to modify, suspend, or terminate your access at any time without notice. You use the site at your sole risk.
6. Limitation of Liability
Under no circumstances shall Leverage Planners be liable for any direct, indirect, incidental, or consequential damages arising from use of the website or any linked content, even if advised of the possibility. If you are dissatisfied, your sole remedy is to stop using the website.
Some jurisdictions may not allow the exclusion of certain liabilities. In such cases, our liability is limited to the fullest extent permitted by law.
7. User Conduct
You agree not to:
- Take actions that compromise the site’s functionality or security
- Impose unreasonable loads on the website infrastructure
- Add to, subtract from, or modify website content except as permitted by written agreement
8. Modifications to Terms
We may revise these Terms of Use at any time without prior notice. Continued use of the site constitutes your agreement to the latest terms. The last revision date is posted above.
9. Governing Law and Jurisdiction
These Terms are governed by the laws of the State of Washington. You consent to the exclusive jurisdiction and venue of courts in Washington for all disputes arising from or related to this website, its content, or services.
10. External Links
Links to third-party websites do not constitute endorsements. We are not responsible for content or services on linked websites. Your use of third-party sites is at your own risk.
11. Entire Agreement
These Terms constitute the full agreement between you and Leverage Planners concerning site use. They supersede all prior agreements or understandings. No waiver of any provision shall be deemed a waiver of any other provision.
12. Correction of Errors
The website may contain inaccuracies or errors. We reserve the right to correct them without notice but are under no obligation to do so.
13. Privacy
Your use of this website is subject to our Privacy Policy. Please review it to understand how your personal data is handled.
14. Contact Us
For questions about these Terms, contact:
Info@LeveragePlanners.com
(425) 223-4520
310 120th Ave NE, Suite 205, Bellevue, WA 98005