Terms of Service

1. Acceptance of Terms

By accessing or using AssetPlanly ("Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our Service.

2. Description of Service

AssetPlanly is a lead generation and matching platform that connects individuals seeking financial advisory services with qualified financial advisors. We facilitate introductions but do not provide financial advice directly.

3. User Responsibilities

You agree to:

• Provide accurate and complete information
• Maintain the confidentiality of your account
• Use the Service only for lawful purposes
• Not misrepresent your identity or credentials
• Comply with all applicable laws and regulations

4. Financial Advisor Requirements

Financial advisors using our platform must:

• Be properly licensed and registered with applicable regulatory bodies
• Maintain all required credentials and certifications
• Comply with SEC, FINRA, and state regulations
• Handle all leads professionally and ethically

5. Lead Quality and Exclusivity

While we strive to provide high-quality, exclusive leads, we do not guarantee:

• That leads will result in clients or revenue
• The accuracy of information provided by prospects
• The financial situation or suitability of any prospect

6. Payment Terms

Payment terms, pricing, and billing cycles will be established in separate agreements with financial advisors. All fees are non-refundable unless otherwise specified.

7. Limitation of Liability

To the maximum extent permitted by law, AssetPlanly shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or business opportunities.

8. Disclaimer

AssetPlanly is not a financial advisor, broker-dealer, or investment advisor. We do not provide financial, investment, legal, or tax advice. Users should consult with qualified professionals before making financial decisions.

9. Termination

We reserve the right to terminate or suspend access to our Service at any time, without prior notice, for conduct that we believe violates these Terms or is harmful to other users or the Service.

10. Changes to Terms

We may modify these Terms at any time. Continued use of the Service after changes constitutes acceptance of the modified Terms.

11. Contact

For questions about these Terms, contact us at:

Email: support@assetplanly.com